This blog and video will help you understand the Microsoft Dynamics 365 pricing and licensing. We recommend you watch the video however we have summarized below. Microsoft Dynamics CRM is now Dynamics 365 Components of Dynamics 365 are Sales, Marketing, Finance, Operations, Customer Service, Field Service and Project Service Automation Dynamics 365 can be licensed as […]
Want to increase user adoption related to activity management in Microsoft Dynamics CRM/365? We have a great, simple solution – Activity Scoring. We can configure your Microsoft CRM system’s activity types and apply scores to each type. Higher value activities can be assigned higher scores. As users complete activities the system is calculating their total […]
There is an update forthcoming to the Dynamics 365/CRM platform in July. So what’s new? Tuesday September 5th at 1pm. Advanced registration required. 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 […]
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. If you are not monitoring user adoption your Dynamics 365 CRM deployment likely has […]
Security is on everyone’s mind and has been for quite some time. I can think of no other top-of-mind security concern than securing data in Office 365 and CRM. The “standard” level of security with Office 365 & Dynamics CRM/365 is just a password. Passwords can be guessed, hacked, shared unintentionally putting your most critical […]
When adding leads and contacts to Microsoft Dynamics CRM/365 wouldn’t it be nice if the email address could be verified automatically? Incorrect email addresses prevent your messaging from reaching the intended recipient and causes headaches for marketers. We have developed a solution – Email Verification for Microsoft Dynamics CRM/365. As you enter a lead or […]
This is part 1 of a series of blogs on user adoption with Microsoft CRM/Dynamics 365… the Achilles heel of CRM. I will examine real-world causes of CRM user adoption failure and how to avoid or recover from the top issues that cause user adoption issues. If you are not monitoring user adoption your Dynamics […]
I have been helping businesses implement Customer Relationship Management (CRM) solutions for almost 20 years. I began in the days where “Sales Force Automation (SFA)” was the buzz-term and market leaders were GoldMine & Act. While a lot has changed in the CRM space over the years history repeats itself and that is happenning in […]
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