CRM Software Blog

Take Your Help Desk to the Next Level with a No-Code Bot Regardless of what industry you’re in, it’s important to offer your employees the support they need. For many organizations, this internal support takes the form of an online help desk. But, while there are certainly some inquiries that lend themselves to interacting with a live IT support representative, the reality is that most help desks end up repeatedly responding to the same set of frequently asked questions. Ask any IT employee who works in support, and they’ll tell you that they see questions like “Where do I go to reset my…

The key to a successful business is automating the tasks that do not necessarily require human intervention. It forges a surge of innovative solutions that can multifold your accuracy and bring incredible results. It was a breakthrough in the world of Sales when Dynamics 365 CRM was first launched. Many industries adopted it in their strategy and have maximized their productivity with its inclusion. Opportunity, Quote, Invoice and other entities have records that provide a concrete base to your decision making. Since there are many records that have similar data, we can save a considerate…

Have you ever needed to have a field in Dynamics 365 be an auto-complete field? If so, we will cover how to set this up in the Unified Interface. Dynamics 365 Form End Result Before we dive into how to set this up, check out the screenshots below. The reason I'm showing this early is to give you an idea of what the end user will see. So, you can see that there is a drop-down list, but this also provides type-ahead functionality. Auto-Complete Drop-Down List Auto-Complete Type-Ahead Feature The Setup Now, let's dive into the setup. In our example, the Country field being impacted…

Think Your Non-Profit Organization’s Ability to Innovate is Limited by Budget? Think Again All organizations are limited by budget, and any growth-related goals have to be considered in terms of available funds. But when it comes to non-profit organizations, there are often unique budget limitations in place that for-profit organizations simply never encounter. For many non-profits, trying to stick to their mission statement and achieve their goals in the face of budgetary constraints can be an enormous challenge. As a result of these financial limitations, non-profit organizations often…

When interviewed after the fact, some managers have lamented the things they didn’t know before implementing their CRM (Customer Relationship Management) solutions . To save you the pain of “implementer’s regret,” we’ve identified eight guiding principles designed to make your CRM selection and implementation a success. 1. Start with a vision Which CRM you select will depend on your particular needs, your vision, and your goals. Even before you look at different solutions, define what it is you want from a CRM system. What are your current business processes? Who will use the CRM, and for…

Microsoft Dynamics 365 users gain tremendous efficiency and productivity by running their business on one platform that provides a single source of truth about prospects and customers. Consider how much stronger your ROI would be if you could also automate the product pricing and quoting process from within Microsoft Dynamics, while gathering insights and data on buyer engagement with deals throughout the sales cycle. CPQ (Configure Price Quote) software, integrated natively with Microsoft Dynamics 365 for Sales, is the solution. What is CPQ? CPQ is software that helps sales organizations…

If you're in marketing, you can probably skip this article. But if you're in sales and reliant on Dynamics to help close new business, take three minutes and read further. Dynamics CRM, as many of us know, is often positioned as a classic "Swiss Army Knife" type of tool. Need to manage contacts? It can do that. Need to access contracts and business-critical documents? It can store them. Need to log calls and other customer interactions? Dynamics does it. Here's the catch to a Swiss Army Knife (and solutions we might compare to it): would you really choose a Swiss Army Knife's Phillips…

Connections in Dynamics 365 enable you create and view the relationships between multiple records across multiple entities.  These could be Accounts, Contacts, Quotes, and Cases etc. From any entity you can see an overview of its relationships, helping drive better sales and marketing. The connections functionality is also available to use on custom entities that have been enabled for Connections, this can be enabled in the entity settings as shown below. Please note: when this feature has been enabled it cannot be disabled. Creating a connection To create a new Connection in Dynamics…

Insurance companies have unique requirements. To increase your success with new technology systems you should work with a company that has proven experience with agencies like yours. Here are several powerful things the Crowe CRM team did for insurance agencies using Microsoft Dynamics 365: Implemented Microsoft Dynamics 365 CRM for an Insurance Agency who used to manage their client information on separate spreadsheets. Provided a consolidated system of all client information across every Broker relationship. Significantly reduced the administrative time needed for tracking and…

Business Intelligence tools are becoming increasingly popular with 91.6% of global companies increasing their investments in big data and AI in 2019. While many businesses are discovering uses for BI, it’s important to understand what BI tool makes the most sense and how they can connect to the systems you already use. Power BI is a robust reporting tool built to provide valuable insights using data gathered from the software applications used by the owner. Power BI uses data refreshed at a scheduled, daily time to create powerful reports and discover trends in financials, customer service, sales…