CRM Software Blog

Business Intelligence is big buzzword in the technology space right now, but it is big for a reason. In nearly every industry, organizations are realizing more and more that they need the ability to see current information in meaningful ways to help make better decisions. Data needs to be immediate to be timely. Looking at financial statements from the prior month just won’t cut it in today’s environment.   Often, we hear things like “Things just aren’t done that way around here” or, “You only...

If you're looking to make changes to your business, take a look at Microsoft Dynamics 365. This robust, easy-to-use system eliminates data silos from your company, which improves the transfer of data and the flow of communication within an organization. Managers will also love Microsoft Dynamics 365's adaptability. C-Suite executives have enough to worry about - they shouldn't have to spend time trying to get used to a customer relationship management tool. They should, however, be...

We are pleased to release Dynamics SPO- SharePoint Organizer. Dynamics SPO has two functions. In this post we describe the Email to SharePoint functionality. The other function is an improvement on the CRM out of box integration with SharePoint (Read more about: #CRMfromMarsSPfromVenus ) Consider an organization selling IT projects or any organization that needs to upload many documents to SharePoint, at once. If documents are stored in folders, it’s unlikely they will be found by SharePoint...

Why do customers stop doing business with you? Do you know the #1 reason customers stop doing business with a business? You'll be surprised that the answer isn't that a company's pricing is too high or their product insufficient. According to Hubspot , 82% of customers have left a company because of a bad customer service experience.  Customers, whether happy or unhappy, tend to tell, on the average 9-10 people about their experience.  I don't know about you, but I want those 9...

MS Dynamics 365 for Sales vs Salesforce Sign up for a free Dynamics 365 for Sales course! Learn more about Dynamics 365 for Sales features According to Innovation, Science and Economic Development Canada, there are 1.1 million small companies (1-99 employees) in the country. However, 60% of small businesses fail within the first five years, so there's a big concern for entrepreneurs on how to stay competitive. Here are three ways you can stay ahead of your competitors if you run a small...

There is an update forthcoming to the Dynamics 365/CRM platform in July - Microsoft Dynamics 365/CRM July 2017 Update . So what’s new? Unified User Interface – Microsoft is releasing user interface improvements designed to unify and improve the interface. Improvements include a new activity timeline for mobile with inline actions and new custom controls and expanded offline mobile capabilities, including for the micro apps that administrators can build for specific roles. Additional updates include...

We recently got our first business application (app) published to the Microsoft AppSource . Yay (and Phew!)! It was exciting to finally get it out there live, but the process was a longer and more rigorous than we first thought. One of the biggest challenges we faced was a lack of information, that wasn’t listed anywhere. I thought I’d include some helpful tips that we found, mostly surrounding the code. Our App is being listed in the Dynamics 365 for Sales section of Dynamics 365. Click here to...

As Microsoft tends to do whenever June rolls around, they start making numerous changes to product names, prices and offerings. All coinciding with Microsoft's fiscal year end and the expected release of the July Edition of Dynamics 365 , Microsoft is changing the Plan Name for the following Dynamics 365 editions. Effective July 1st the following Microsoft Dynamics 365, Enterprise edition offerings are being renamed: Microsoft Dynamics 365 for Operations =>...

As Microsoft tends to do whenever June rolls around, they start making numerous changes to product names, prices and offerings. All coinciding with Microsoft's fiscal year end and the expected release of the July Edition of Dynamics 365 , Microsoft is changing the Plan Name for the following Dynamics 365 editions. Effective July 1st the following Microsoft Dynamics 365, Enterprise edition offerings are being renamed: Microsoft Dynamics 365 for Operations =>...

MS Dynamics 365 for Sales vs Salesforce    Sign up for a free Dynamics 365 for Sales course! Learn more about Dynamics 365 for Sales features In December 2016, the world got to know that Microsoft acquired LinkedIn . Now we can see the first results of this deal – Microsoft has announced that Dynamics 365 for Sales is integrated with the LinkedIn Sales Navigator . The new LinkedIn solution is a widget, which integrates into your dashboard and consists of 2 parts – a member profile and a company...

Our campaign for “ CRM is from Mars, SharePoint is from Venus ”, promoting better integration between Microsoft Dynamics CRM and SharePoint, is just gaining momentum, with due to be released new amazing add-ons to CRM, to do just that. It makes sense managing documents in SharePoint using metadata retrieved from the related records in CRM.  Isn’t it? It makes sense to Email document to CRM Queue and automatically it’s uploaded to CRM, with metadata from the subject line, body, and Email addresses...

In the last post I examined the main reasons for CRM project failure.  In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them. The topic for this post will be –  Lack of Proper Requirements Analysis Before Implementing . This is a significant cause of user adoption challenges or problems and ultimate failure. I have seen many companies select a CRM system based on a demo versus the project’s actualrequirements...

The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today's customers expect service at their fingertips. In fact, 90% of customers in the US expect a customer self-service portal according to Microsoft's 2016 Global State of Customer Service Report.  Read the...

As Microsoft tends to do whenever June rolls around, they start making numerous changes to product names, prices and offerings. All coinciding with Microsoft's fiscal year end and the expected release of the July Edition of Dynamics 365 , Microsoft is changing the Plan Name for the following Dynamics 365 editions. Effective July 1st the following Microsoft Dynamics 365, Enterprise edition offerings are being renamed: Microsoft Dynamics 365 for Operations =>...

Emails have feelings and so do cases, web form submissions, survey responses, and any other text based field in your Dynamics 365 (CRM) system! You receive communications from your customers on a daily basis from a variety of sources, such as email, web submission forms, support cases, etc. Imagine if you could have instant visibility to how your customers are FEELING based on the text they send you without reading it. Angry customers can be addressed immediately via a phone call from a real...