CRM Software Blog

The flexibility of a CRM solution such as Microsoft Dynamics 365 allows you to turn it into the heart of your organization’s operations. You can then use it as the entryway from which all your activities can be completed. It can also integrate a solution specifically designed for your industry, allowing you to complete all your tasks from a single interface that’s intuitive, familiar and user-friendly. With a solution that incorporates their specific business rules and needs , professional services...

Microsoft Shifts the Focus to Customer Engagement for SFA Microsoft has invested heavily in cloud-based solutions and the results are paying off.  Forrester has released a new report that details Microsoft's ascent to the coveted "Strong Leader/Strong Strategies" (the holy grail!) quadrant for Sales Force Automation.  Microsoft's Dynamics 365 for Sales and Marketing, along with Office 365 and Dynamics 365 for Finance and Operations, make a powerful technology foundation for...

MS Dynamics 365 for Sales vs Salesforce Learn more about Dynamics 365 for Sales features It's a big misunderstanding that if you just buy and implement a CRM system, it will immediately boost your revenue. Getting a CRM system on board, is just the tip of an iceberg. Below are three tips on how to get the most benefits from your CRM system: Accurate Data is a Key You may have the fanciest features in your CRM system, but they won't get you any useful insights, once your data isn't...

In this article, we are going to take a glance at the user experience refresh coming in the July 2017 release of Dynamics 365. Dynamics CRM 2013 introduced a redesigned User Experience including simplified navigation, flat user interface and a new form model with an optimized layout. While the updated User Experience provided an efficient single window interface that was much more intuitive than the CRM 2011 interface, there is always room for improvement. Below is a summary of the top user...

There is exciting new functionality ready to be rolled out to Dynamics 365 customers. Join us on Tuesday September 5th at 1pm EST for a free webinar where we will demonstrate the new features being rolled out . Top new features include: Unified User Interface Virtual Entities Customer Insights experience Mobile Improvements Business Edition LinkedIn Integration - Relationship Sales See our blog on the July Update for more information Join us on Tuesday September 5th at 1pm for...

A new leader has emerged for 2017 In the Microsoft vs Salesforce war, there is a new leader. I have been in the Microsoft Dynamics CRM/365 space for over 14 years. Ever since I can remember Salesforce led most analysts’ reports on CRM/Sales Force Automation. There are a few key reasons why: Salesforce.com was launched in 1999, Microsoft released Dynamics CRM in 2003. This allowed them to build market share and product maturity which Microsoft has struggled with ever since. Early versions...

SharePoint and Dynamics CRM are excellent products from Microsoft. Is your organization utilizing the CRM and SharePoint integration at satisfying level of efficiency and productivity? As the developers of Dynamics SPO and Dynamics PDF-Docs, for limited period of time only, we are offering free online meeting to discuss with you, on how to improve CRM and SharePoint integration using metadata from CRM records. And how to easily upload documents to SharePoint either from the record interface or...

Simply put, Microsoft Dynamics 365 is a business productivity platform where everything crucial to developing, improving, and retaining your customer relationships is stored. *   That is why Microsoft offers tailored solutions for sales, marketing, and customer service. While the technology is great, it does not guarantee success. Having a solid team of contributors, and streamlined internal business processes are important to complement and support the technology , enabling it to perform as expected...

Digital transformation happens when up-to-date technology is applied to your best business practices. The sum is greater than the parts in that you’ll realize the ROI and potential of your technology while making your business processes more efficient and effective. It’s a win-win for you. Think of all the advancements and changes that have come about in the digital era.  Where might they take your business in the future? To help you see the possibilities of digital transformation, members of...

Small business owners have a lot on their plate. Each day they're constantly managing everything from client accounts and lead generation to sales and production. And, if they don't have a financial professional on board, these owners may even handle all of the financial work. To grow their companies, owners really should look to streamline as many processes as they can. That's where NetSuite  or Microsoft Dynamics 365 Business Edition comes into play. These business resource management...

By Greg Inks, Cloud Services Practice Lead Everyone knows who Sarah Connor is…at least those of us who remember “The Terminator.” This iconic movie of the late 20 th century told the story of a super computer (Skynet) that became self-aware and took over the world. Advanced computing power and sophisticated programming combined to teach a computer to program itself. This resulted in what we would today call the ultimate cloud system. The movie depicted an elastic computing platform that had the...

Data Validation If you’ve been tasked with integrating data, then you know there are a wide variety of challenges that you must overcome. Every time I’m asked to programmatically import large data sets from a flat file like a CSV or Excel sheet, I think about how Forest Gump would react. If he was a developer, I know he would say “Flat files are like a box of chocolates … You never know what you’re going to get.”   There’s a lot of truth to that statement. When data is stored in a flat file, there...

Have you noticed, no Delete Record step is available in CRM Workflow? You can Create, Update & Assign, but no delete function. Sometimes, records are created temporarily and then need to be deleted immediately thereafter or within set period of time, after they are created. Download this FREE workflow solution with delete function, found in the step: Dynamics_Urility.Delete The utility is free of charge and can be used with all CRM OOB and customised entities. http://dynamicsobjects...

Summer is here. You can expect that with it will come heat waves and broken air conditioners. Is your HVAC field service up to the job when multiple clients all lose service at the same time? Here are 4 tips to help your HVAC company keep up with summer service demand as the days get warmer and warmer. Track Everything HVAC service is very complicated. That is why customers call you when they have problems. They don’t know what to do, but they do know that you do. When you get the call...

Upload documents from CRM to SharePoint, with ONE click Configure which entity you wish to integrate with SharePoint – In this example it's the Invoice Entity. Any entity can be configured. You control the location to save in SharePoint and which attribute from the record is updated in SharePoint metadata columns. Click SPO button and select if upload is from: Hard disk Attachments to related Emails to the record Record Notes Select & upload & you are done. As simple...