Last week Microsoft announced that the Dynamics 365 Business Edition would not be released (not with the name “Business Edition”) In a post on 9/22 Microsoft’s Alysa Taylor laid out the plans for Dynamics 365. To “further simplify” Dynamics 365 offerings and “increase ease of selection” Microsoft will offer a single collection of Dynamics 365 […]
If you are waiting for the Business Edition of Dynamics 365… On Monday at the Directions Conference in Orlando, Marko Perisic gave a keynote that set Microsoft partners on their heels. He announced that the product formerly known as Microsoft Dynamics CRM, Dynamics 365 for Financials and Operations Business Edition, formerly known as Dynamics 365 […]
Are your sales reps behaving? I have been doing a lot of research recently for a client that wants to build best practice behavior into their sales team and manage it with Dynamics 365. I have read research from all the top sales benchmark and behavioral analysis firms. In compiling this information I have found […]
There is exciting new functionality ready to be rolled out to Dynamics 365 customers. Join us on Tuesday September 26th 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 – […]
A new leader has been named 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 […]
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 […]
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