CRM Software Blog

If you are the person who has been tasked with researching and budgeting for a new or updated CRM (Customer Resource Management) solution for your business, no doubt Microsoft Dynamics 365/CRM has made its way to the top of your shortlist. It is one of the most popular and highly rated solutions because of the valuable features it offers, particularly for small and mid-sized organizations. The CRM Software Blog is a good place to start when investigating features and choosing a Microsoft Dynamics partner in your area. But there is another way we can help you early on in your selection process…

AI for Asset Management: How AI Can Help Manage Retailer & Wholesaler Lines of Business As anyone in the industry can tell you, asset management is highly competitive. At the end of the day, your company’s competitive edge -- or lack thereof -- comes down to two things: having the right data and executing on that data. This video series will help you discover six unique ways that AI can make your business more competitive. If you’re just jumping into this topic, we recommend taking a look at the series’ introductory video, 6 Ways Asset Management Firms Can Benefit from Artificial Intelligence…

Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in no time at all. Additionally, since Goals are native to the system, they work seamlessly with workflows, business rules and other various Dynamics 365 functions. To help you understand how goals work, consider the following scenario: Your company sells drywall, you, as the sales manager, want to set a revenue target…

Don’t we all wish we had a personal assistant to help keep us organized? If you have ever missed an important deadline, let a sales opportunity slip through your fingers or inadvertently ignored a critical email you know an assistant could have helped. Few of us can afford a personal assistant, but all Microsoft Dynamics 365 users can use Relationship Assistant and get some of the same benefits. One of our Crowe team members, Uma Mahe, recently came back from a training and had some key takeaways about the benefits of two tools in Microsoft Dynamics 365 Customer Engagement that you have…

Your Dynamics CRM system has all the right tools and triggers to make effective campaigning as easy as “set it and forget it.” Whether it’s a Quick Campaign to get that one offer in front of that one audience, or a more drawn-out, strategic nurture Campaign with multiple touch points, lead sources, and activities throughout, Dynamics 365 can take you from “nice to meet you” to effective RFP responses to signed quote. So why do some campaigns soar while others sink? After all, it’s the same tools, the same products and services, the same sales reps, etc. It comes down to execution and content…

The Dynamics 365 Advantage: 7 Reasons to Choose Dynamics 365 Over Salesforce When it comes to choosing a CRM software solution, you might be tempted to go with the company that boasts the greatest market share. Salesforce commands 25% of the CRM market, and many businesses assume that this makes Salesforce the obvious choice. In reality, though, there’s a lot more to consider when it comes to choosing the right CRM for your business. And while Salesforce may have a leg up on Dynamics 365 when it comes to market share, the 2017 Gartner Magic Quadrant for Sales Force Automation has concluded…

Setting up the native SharePoint integration in Dynamics 365 can greatly benefit your organization. SharePoint allows users to store files, organize them, and provide ease of access to their colleagues. One of the biggest upsides of enabling this integration is that SharePoint offers much more storage space then D365 Sales, so you do not need to worry about your D365 instance running out of storage, thereby incurring steep costs to increase storage limits. D365 SharePoint integration allows records in D365 Sales to have their own folders in SharePoint, this ensures all files have their own place…

If your CRM system is not doing all you hoped it would, there are two common reasons. Either the system was not set up properly with your processes in mind, or perhaps your sales team is not using it properly, or at all. To the untrained, CRM systems can seem difficult to learn and there is often a perception that the time spent learning new processes will not yield additional value. However, if your CRM software is aligned with your preferred sales processes and your sales team can easily learn to transition, there will be better adoption of the system and ultimately sales will be increased…

Amazing & So Simple > Attach Documents from SharePoint to CRM Email Dynamics SPO uploads documents from CRM to SharePoint. By adding SPO Organizer records as sub-grid to the form, the document’s locations are available in CRM. Click the plus “+” sign on sub grid to upload more documents or attach documents stored in SharePoint to CRM Email. Read more and Download FREE trial:     http://www.dynamicsobjects.com/Our-Solutions/SharePoint-Organizer-SPO https://www.crmsoftwareblog.com/wp-content/uploads/Plus-function-in-subgrid.mp4 The post Amazing & So Simple > Attach Documents from SharePoint…

Automation has always been a popular concept. Once a staple of science fiction lore, it’s now become part of modern daily lives. One example is office automation which began back in the day with basic document management.  It wasn’t long ago that everyone used typewriters and filing cabinets to manage their office documents, until PCs emerged in the 1980s. Microsoft Word eventually became the norm, followed by landmark products Microsoft Office in 1990, Office 2003, and eventually more sophisticated present-day technology like Dynamics 365. The Case for Document Generation There’s no question…