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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘Microsoft Dynamics CRM Editable Grid’

How to Update Dynamics CRM As Easily As An Excel Document

Does your sales love using Microsoft Excel? Microsoft Excel has been used by salespeople for years to track sales pipelines and forecasts. But many  organizations  will decide to implement a CRM system to have better visibility into pipeline and opportunity management during the sales process, across the entire company and including multiple sales reps and […]

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Why You Should Calculate Non-Billable Goodwill Activities in Microsoft Dynamics CRM

Do you track non-billable "goodwill" activities done for your clients? Many organizations that use Microsoft Dynamics CRM track relationships with people and organizations that are not paying clients in the traditional sense;  they still want to have some way to track, tabulate and report on the non-billable goodwill activities done to support those relationships. This […]

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