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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 ‘Minnesota Microsoft Dynamics CRM Partner’

The Secret to Securing Business and How CRM Can Help

It’s estimated to cost as much as five to ten times more to acquire a new customer then to retain an existing customer.  Since retaining existing customers and acquiring new customers is the goal of every business, what are you doing to these two groups to secure your business and how are you managing the process? As […]

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Microsoft Dynamics CRM Ease of Use Demonstrated with Changing a Form to Read-Only Based on a Field Value: Part I

Microsoft Dynamics CRM is a solution that is flexible, scalable and easy to use.  In some cases, that may mean changing how a field value behaves in the system.  The Microsoft Dynamics CRM platform allows organizations to change the system according to their needs. In the example below, I will explain how to make a form […]

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Employee Benefits Firms Selects Microsoft Dynamics CRM Over an Industry-Specific Solution

An employee benefit consulting firm serving midsized businesses with 50 to 1,000 employees,  implements Microsoft Dynamics™ CRM to organize information and improve customer service. Innovative Benefit Planning (IBP), a Moorestown, NJ based firm, had been using a proprietary system written in Microsoft Access.  Their client's activity was managed in Microsoft Outlook’s Saved Folders and they were […]

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4 Ways CRM Software Can Help Your Small Businesses

When you run a small business, every penny counts; and perhaps you feel you cannot afford the powerful business tools that larger companies can. As a result, you may not have even considered using CRM (Customer Relationship Management) Software. But there are several reasons why it would benefit your business: 1. Electronic records - Do […]

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Microsoft Dynamics CRM Tip – Outlook Client: Both CRM and Outlook Ribbons Disappear

Symptoms The Outlook and CRM ribbons disappear from Microsoft Outlook when you use the Microsoft Dynamics CRM Client for Microsoft Office Outlook. After you install the Microsoft Dynamics CRM Client for Microsoft Office Outlook and then locate the Microsoft Dynamics CRM folders in Microsoft Office Outlook 2010, the Outlook and CRM ribbons disappear. Additionally, the […]

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5 Reasons the Jacksonville Jaguars Chose Microsoft Dynamics CRM

The National Football League is a high-stakes industry. One game, sometimes even one play in a game, can change the course of a season, either propelling an NFL team to the height of glory or sending it spiraling into the abyss of mediocrity. The Jacksonville Jaguars recognize that winning and losing does not just happen […]

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What CRM Means to Government Agencies

I often get this question from people “What is CRM?  What does it really do?”  It is a tough question to answer.  It is easy to say that it can help sales and marketing.  But when I look at our client success stories, it is so  much more than just a sales and marketing application.  […]

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With Microsoft Dynamics CRM, Seeing is Believing!

Sometimes the hardest part of getting a CRM project off the ground is simply convincing executives and users what CRM can do.  Products like Microsoft Dynamics CRM are designed to be a platform and tailored to fit the unique needs of an organization.  That means it is sometimes difficult for people to conceptualize exactly how CRM […]

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3 Tips for a Successful CRM Implementation

While CRM products like Microsoft Dynamics CRM 2011 allow organizations to quickly procure and begin using CRM, no product addresses the ultimate success of using a CRM application.  Microsoft Dynamics CRM 2011 has a host of functional and user interface improvements.  The application can be quickly tailored to meet any organizations relationship management needs.  However, if […]

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