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

 
 

Microsoft Dynamics CRM experts offer advice, training tips and customer updates to help existing users of Dynamics CRM get the most out of their customer relationship management software system.


I’ll let you in on a secret: in most organizations, marketing is a cost center. We’re the department of spending money. The department of pretty pictures and “branding” campaigns. The department where budget goes to disappear.   The good news is we can beat that perception by better putting to use the CRM Campaigns entity—all […]

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I’d like to dedicate this post to all the marketers out there who are confused or intimidated by their CRM systems.   Like you, I once stared down the seemingly limitless options and customizations of Dynamics CRM (before the days of 365) and wondered how I was supposed to understand any of it. If you’re […]

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The world of CRM is populated with all kinds of “solutions.” We use quotation marks here before many of these so-called customer relationship management “solutions” are anything but.   That said, there are only two real options for the vast majority of businesses: Salesforce or Dynamics 365. They’re both industry leaders, and they both have […]

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If you missed the webinar you can watch the recording: FREE Training - Microsoft Insights for Dynamics 365 powered by InsideView Technologies, Inc.   Jan 18, 2018 1:00 PM Eastern Time  Microsoft Insights powered by InsideView is included in most Microsoft CRM/Dynamics 365 subscriptions and is one of the most powerful tools in the system.  Join […]

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By Byron C. Law, Crowe Horwath Creating and resolving “cases” in Dynamics CRM is very important for customer service and support teams. So if you get an error code when you are trying to create or resolve cases, it can slow down productivity. A client presented an issue where they were unable to create or […]

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CRM Adoption 2017 There is no denying CRM solutions are a substantial investment for the average company. As CRM software development begins to focus more on the user experience, adoption rates have increased dramatically. As well, cloud technology has taken CRM, what was once considered an enterprise solution, and leveled the playing field to make […]

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As a result of some great questions that I received on my first blog, Dynamic Values for Custom Entities in Email Templates, I wanted to write a follow up blog highlighting the resolutions to some of those inquires. I’m going to assume you’ve read the previous entry, which is posted above.   Template Types When creating a […]

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Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But […]

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The next time you do a Microsoft Dynamics CRM upgrade, you will likely transition to Microsoft Dynamics 365. But you will still be doing an upgrade. So it is good to be clear on the steps involved to make sure it is a successful upgrade. An upgrade is a finite project. There are milestones to complete […]

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As I’ve been developing in Microsoft Dynamics CRM, I’ve come to learn that if there’s an issue, chances are it stems from report generation and SSRS. We were developing our new customer portal and as a part of the customizations, it required a report generated from CRM to be displayed on a webpage in the […]

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