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

 
 

 

Today, you will find innumerable productivity apps that are available in the market which will help you to enhance Dynamics 365 CRM productivity in one way or another. But it seems quite tedious to search and find the right app for your organization. To make your search easy, we will shed light on some of […]

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What a year this has been. Organizations are figuring out how to keep going and thrive despite difficult circumstances. Many businesses are using this time to map their path for the future. Now is a good time to position your organization for the days and years ahead. Organizations of all types and sizes realize how […]

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Microsoft has recently announced the upcoming launch of a brand-new feature for Word for the web: Designer, which will let you create polished documents directly from Word for the web. A targeted release has made the feature available for certain users already, but the standard release is planned for early November. Designer offers formatting consistency […]

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The importance of Marketing to your operation can’t be stressed enough. Without attracting the right attention at the right time, your business can stall. Even with the best sales professionals and processes, you need the right tools on the Marketing side to attract high-quality leads and help convert more opportunities to sales. There is where CRM […]

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Microsoft Power Automate is becoming an increasingly popular tool being used across different industries to streamline repetitive tasks by automated business processes.  I spoke with Larry McCoy, CRM Solution Architect and Technical Consultant at Crowe, to get his perspective on Power Automate and to surface insights and tips on how people are simplifying their workflows. […]

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The pandemic-era has transformed how organizations’ sales and marketing teams operate in many ways. Arguably and most significantly, with the reduction of opportunities for connecting in person. Maximizing opportunities for engagement through open communication, and soliciting customer feedback at every opportunity is more important than ever before.   The latest enhancements to the Microsoft Dynamics […]

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  Click2Export is a productivity add-on for Dynamics 365 CRM and Power Apps that allows users to export Dynamics CRM Reports/Word/Excel templates and CRM Views data in just one click. Now a Preferred App on Microsoft AppSource, this app helps the user in exporting Dynamics 365 CRM data in 5 different file formats viz. Excel, […]

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How does SharePoint 2010 being discontinued going to effect your CRM system? Find out how one organization thought they were good to go but after running the Modernization Scanner we found 1000's of broken workflows.   If you've been using SharePoint 2010 to manage your CRM system, you might be in trouble. As you may […]

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These are unprecedented times, but we know the wave is coming. Every bank needs a strategy to get ahead of the coming wave of problem loans and work with your borrowers through tough times. At 2.15% as of Dec. 31, 2019, the percentage of problem loans was at a slightly higher starting point than before […]

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Modern business technologies today are designed and fitted with the capabilities for multiple systems to work together. Technology advances have made it possible for business applications to work together with other business applications which result in dramatic increase in efficiencies. One of the most widely used and popular business technologies is Microsoft Outlook for email […]

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