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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

About Microsoft Dynamics CRM

What to Avoid When Creating an Intranet

While your CRM is busy pulling in information from your social media platforms, customer service calls, website, and email communication into a single location, your employees are just as busy bouncing between different tools to get work done. You want to make your employees’ jobs easier by creating a single place for them to access […]

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Upcoming Webinar: Using Dynamics 365 to Empower your Marketing and Sales Teams with Digital Automation

See first-hand how your sales and marketing teams can automate their manual processes, which take up valuable time and energy, using tools in Dynamics 365 like lead scoring and automated email campaigns. When: Tuesday, February 16th at 11 AM CST Register Now In this webinar you'll learn: Target your leads most likely to close with behavior-based and targeted […]

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We were upgraded to the Unified Interface for Dynamics 365. Now What?

In December, Microsoft began automatically transitioning all model-driven apps, except on-premises customers, to the new Unified Interface. Model-driven apps are custom applications on Microsoft’s Power Platform. These are low-code solutions, meaning that they are created using more of a component assembly style of interface, rather than writing code. They can range in size and functionality […]

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Improving Dynamics 365 Data Integrations with Alternate Keys

Dynamics 365 Data integrations is something that we're quite familiar with - whether it's a custom integration tailored for one of our customers or it's utilizing our popular pre-built solution CRM For Distribution.  Microsoft added alternate key support to Dynamics 365, which allows us to greatly improve integration speed. The challenge One challenge that we've had […]

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3 Ways Microsoft Teams Support CRM by Promoting a Resilient, Inclusive and Hybrid Workplace

Working from home, working from the office, or in some cases, the hybrid of both — the modern workplace can make collaboration challenging. The pandemic has fundamentally changed the way we all work. If you are in sales, marketing or service, you thrive on interaction and teamwork. Microsoft Teams is Microsoft Office 365’s hub for […]

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The Dynamics 365 Sales Mobile App Helps Salespeople Stay Productive From Anywhere

The new Dynamics 365 Sales mobile app, now available for preview, is optimized to help your Sales team stay productive from wherever they're working. The key capabilities of the mobile app enable sellers to prepare more thoroughly for customer engagements, log and share information quickly, and easily find information they need. You will not only […]

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2020 ERP/CRM Software Blog Award Winners

Hard work deserves recognition. We are very proud to recognize our top bloggers and top members on ERP Software Blog, CRM Software Blog, and ERP Cloud Blog. Congratulations to all of these companies for their hard work. Top Blogger Award – Top 5 members whose posts received the most traffic. This could be based on […]

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Syncing Dynamics 365 User Permissions with SharePoint

Today, it seems that most companies are using more than one business application. Each application has its own unique features and provides value to different departments. To improve user adoption, some of the applications are likely integrated with one another.  This could be either natively or with a custom integration built at the hands of […]

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Now get Mind Map View of your Dynamics 365 CRM Connections in a single view with latest Map My Relationships features!

Visualization is an effective way to communicate raw data into a universally consumable form. It helps you to make informed opinions and empower you to contribute your perspective in the decision-making process. Map My Relationships– a Preferred App on Microsoft AppSource - is one such Dynamics 365 CRM/Power Apps productivity app that helps you to […]

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Support CRM with New Dynamics 365 Field Service Mobile App

As a service leader, you have experienced firsthand how remote work has impacted service operations. Servitization, including proactive service, is now the expectation — the job is not complete after the sale. Your field service technicians who are already familiar with working remotely, also face new challenges.   While it may seem an uphill battle […]

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