Microsoft Office 365 CRM Product Information Microsoft Office 365 CRM Online is a module to the Office 365 suite called Dynamics 365. This module offers full Marketing, Sales, Customer Service, Field Service and Project Service (project management) functionality. The CRM module to Office 365 was first released in 2013 as Microsoft Dynamics CRM Online. Dynamics […]
Learn the differences between Microsoft Dynamics CRM & 365 on-premise and online Deciding between Microsoft Dynamics CRM on-premise vs online can be confusing. This post will help you to decide on the deployment model that best fits your organization. First, lets dispel the thought that your data is not safe in the cloud. My response […]
In June 2017 Microsoft announced that the Outlook add-in for Dynamics 365 would be deprecated and would be replaced by the Dynamics 365 app for Outlook. This meant that the Outlook add-in would be supported in its current state but also would be removed from Dynamics 365 version 10 (next major release). Recently Microsoft announced […]
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 […]
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 […]
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 […]
If you are attempting to use Dynamics 365 for phones on an Android device and get the error: Dynamics 365 for Phones has stopped try clearing the applications cache: First, navigate to Settings on your device. Go to Apps, Application Manager Find the Dynamics 365 for Phones application and click on it Click on the Storage option […]
If you are attempting to use Dynamics 365 for phones on an Android device and get the error: Dynamic...
I have been helping businesses implement Customer Relationship Management (CRM) solutions for almost...
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