CRM Software Blog

Sooner or later, all organizations reach the free storage limit of Dynamics 365. In this post, we will examine possible ways of dealing with the issue of running out of storage in Dynamics 365 in the cloud. We will take into account the cost and how easily we can implement it. A common issue with D365 storage space Here is one of the requests Dynamics 365 managers often get: One of our clients is having a problem with increasing database size very quickly. The huge database size is also becoming a performance issue. Besides, the client is looking for decreasing the storage costs. Current…

Payments at Risk Not all customers are created equal. This is especially true when it comes to payment timeliness – businesses that offer pro-rated or ongoing services in advance of payment are taking on risk and can be affected by slow or missed customer payments. Evaluating the extent of that risk and coordinating that risk can be difficult when invoices, payments, and services are all on different systems. With cloud services and recurring billing, we need to apply a different mindset to provisioning, invoicing and payment collection. In a previous post, we shared best practices on Subscription…

With a bank on every corner, and even in supermarkets, smart bankers are looking for ways to earn customers, increase revenue, scale down expenses, and remain competitive. Making wise use of technology is a good way to achieve these objectives. Microsoft Dynamics has long been at the forefront of ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) development. Crowe CRM for Banking , powered by Microsoft Dynamics 365, could be exactly the bank CRM software you need to propel your digital transformation. Why Crowe CRM for Banking? Your bank’s most valuable asset…

Regardless of industry, most businesses – including many of our own clients – are focused on enhancing the customer experience they deliver.  Indeed, it comes as no surprise that improving customer service is consistently identified as a key priority in every industry we serve. The reason is as simple as it is obvious: customer expectations have skyrocketed in recent years. Because a person can get same-day delivery on millions of products ordered on the internet, customers of all industries are demanding equivalently excellent service. Fortunately, the available technology to meet those demands…

Why Now? Back in September 2019, Microsoft announced that on October 1, 2020, the Classic UI for Dynamics 365 would no longer be available. Another important thing to note is that you may already be scheduled for an upgrade and not know it! Fellow Microsoft MVP, Gus Gonzalez, posted a great video tackling this topic . I encourage you to check it out and then check your environments. With this information in mind, it becomes more imperative to make the move to the Unified Interface. Why Bring This Up? In chatting with folks in the community, and by reading through many forum posts…

There are IT inefficiency risks that are consistent among the manufacturing industry. Businesses that leverage CRM software see their sales increase by 29% , sales productivity increase by 34%, and sales forecast accuracy increase by 42%. Let’s identify the problems, and then talk about a simple approach to significant process improvement using Microsoft Dynamics 365 CRM. Manufacturing , more than some other industries, greatly benefits from a full-service CRM solution such as Microsoft Dynamics 365 Customer Engagement. This shouldn’t be surprising, yet it is a requirement that some manufacturers…

As a Microsoft Partner and CSP, a requirement is to have billing automation and accounting systems in place to keep a record of transactions and send out invoices. While the line between the two different systems has blurred in recent years, billing automation and accounting systems still serve two different purposes and require a software decision. Today, we’ll review the differences between billing automation and account systems in order to help cloud businesses build efficiency. The Differences Between Accounting And Billing Systems Accounting Systems An accounting system like  Quickbooks…

There are 5 strategies banks can use to overcome challenges with the help of Microsoft Dynamics 365. Strategy 4: Build consumer relationships through data and digital transformation Banks recognize the need to enhance their competitiveness and create an agile, sustainable advantage. A bank’s unique customer data provides a rich repository from which to draw. This translates into a significant opportunity to cross-sell and up-sell products and services that are relevant to the consumer. Data intelligence helps turn the raw data into targeted, effective value propositions and marketing strategies…

Mobilize your business processes with Dynamics 365 Mobile Arrive more prepared for appointments and update notes, tasks, and attachments while the details are still fresh in your mind. If you've used Dynamics 365 Mobile previously, one change you'll notice right away is that the experience is the same whether you are on your desktop, phone, or tablet.  Also previously, there were some issues with the mobile app and these issues have been resolved. For example, previously, certain features did not work in offline mode but this has been updated. Mobile online or offline is currently available…

Cloning records is one of the most popular application on Dynamics 365 CRM data. Although complex, it provides the best possible outcome when it comes to dealing with bulk data. For this reason, Click2Clone was introduced to simplify data cloning, and thus saving the organization from exhausting its workforce and finance. In our previous post we saw how cloning records in various modes viz. deep cloning, automation of cloning, etc. can maneuver your planning and strategy in a complete new direction. In this post we are going to explore how with the help of one major functionality, i.e. copying…