Category: Microsoft Dynamics CRM

    What is the first thing that comes to mind when thinking about building up trust with clients? First and foremost, trust is impossible to achieve without proper customer engagement. It is highly important to know your customer and tend to each client’s needs in a way that best fits them. Differentiating between the customer’s needs and interests helps to pinpoint what products or services would be beneficial to them. After...

    The ability for salespeople to negotiate contracts at a fast pace is crucial when trying to solidify sales. Many companies experience lost deals due to their lack of connectivity between a sales pitch and data housed in the server. Now more than ever customers are making purchases with extensive knowledge. The internet allows customers to research just about anything before making a purchase. For salespeople to stay up to speed...

    Microsoft Dynamics 365 for Sales helps customers keep track of deals through the use of Opportunities. The opportunity object has great built in functionality to keep track of all the necessary information and data to keep track of the progress, status, and customer communications for winning new and existing business. One very useful tip that is often never used within Dynamics, is to use Connections within Opportunities to keep track...

    A solution like Microsoft Dynamics CRM is most commonly used to help sales specific industries that utilize the system to track quotes and manage orders. However, this is not CRM’s only capability. One of the industries we have seen utilizing Dynamics CRM is within health care and social service organizations. For these types of organizations to achieve optimal success they too must take into consideration the needs of customers and...

    It can be a huge obstacle for nonprofits to try and keep volunteer engagement over time. Whether the reason be money, time, lack of interest, or mere forgetfulness nonprofits across the board battle with volunteer consistency. It is essential for nonprofits to create fundraising tactics that pull supporters in while simultaneously creating a lasting relationship with them. Some may wonder what a Microsoft Dynamics CRM system can do for a...

    In Microsoft Dynamics 365 for Sales, importing data has always been an area of contention. Many people have a false notion that importing data should be as easy as clicking a button and magically seeing all of your data in your Dynamics system. Well, although imports do not have to be complicated, they often are because they are not done correctly. Every system handles data differently so naming conventions are...

    If you are not using ‘Templates for Data Import’ to assist with your Microsoft Dynamics 365 for Sales data imports, you really should be. Importing data in Dynamics can at times be very cumbersome, and using templates can significantly help. It is not necessary to use a template that you have downloaded from Dynamics though. As long as you have your data organized into columns with headers that you can...

    In my last blog, I introduced a quoting and document creation tool that seamlessly integrates with Microsoft Dynamics 365 for Sales called PandaDoc. This tool allows a user to pull fields from Microsoft Dynamics onto a document template to quickly create quotes, contracts, proposals, invoices, and any other document. By using ‘Tokens’, which are pre-defined fields within Dynamics, a user can easily pre-populate a document and get it out to...

    Creating quick, reliable quotes can be the heart and engine of many businesses. Most businesses in fact, cannot even function without an efficient way to quote a customer for services. Microsoft Dynamics 365 for Sales comes built-in with a quoting entity, but it is extremely cumbersome. For years Microsoft CRM has been plagued with an inefficient way to create quotes and other documents. To use quoting within Dynamics, it is...

By now, organizations using Microsoft Dynamics CRM online have seen the initial transition to Dynamics 365 platform that took place back on November 1, 2016. You may have gotten a recent notice in your inbox: Scheduled Update – Dynamics 365 is Coming Soon! or saw the upgrade available to the December 2016 update in your Office 365 admin panel. Microsoft has begun blasting these notices out the past few weeks; they...