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Microsoft Dynamics 365

Microsoft Dynamics CRM (now known as Dynamics 365) is a Customer Relationship Management (CRM) software solution that manages all interactions with customers, prospects, stakeholders, and all other contacts for your company.  What does Microsoft Dynamics 365 CRM? Microsoft Dynamics 365 CRM delivers the latest generation of intelligent end-to-end business applications...

  Quote Revision  Quote revisions should be used when the quote is for the same customer/prospect where the existing quote requires minor modifications e.g. add or delete a product or change one or more of the quote line details. If there are major changes required or, if...

How Charities and Advocacy providers can use Dynamics 365 to streamline their operations?For charities, advocacy providers, carers and residential homes, data and the safe and easy management of it are critically important. If information and contact data is not managed properly, and, for instance, spread across multiple spreadsheets...

The New Face of Microsoft Dynamics "It's all to do with the training: you can do a lot if you're properly trained" That is a quote from Queen Elizabeth II, and probably most people would agree with the sentiment of the statement. Firstly, what is "training" -...

"It's all to do with the training: you can do a lot if you're properly trained" That is a quote from Queen Elizabeth II, and probably most people would agree with the sentiment of the statement. Firstly, what is "training" - one definition from Wikipedia says...

Is SaaS the way to go? Most businesses have implemented a CRM system at some time, but if this was a few years ago, maybe 2017 is the time to look at changing it. Over the years, technology advances have changed the functionality of CRM systems...

What You Really Want Is A Solution Everyone Is Happy To Use – Anywhere,  Anytime! The success of any CRM project is often measured in terms of “does it meet the spec” – whatever that spec was in the first place. How often does the success gets...

The importance of good data quality Most people would agree that one of the key points, and benefits, of a Customer Relationship Management (CRM) system, is to be able to get good quality data out in the format you need and when you need it. Maybe...

Real-Time Lead Generation with Microsoft Dynamics 365 - Managing prospects and interest in Real-Time eMarketing techniques such as email campaigns are used to raise awareness and nurture prospects until they declare their interest by filling in a website form or as an inbound telephone call. However,...