Microsoft Dynamics 365

CRM𝘗𝘭𝘶𝘴³⁶⁵ | DocumentsCorePack | Microsoft Dynamics 365

Welcome to our short miniseries on how we use a product called DocumentsCorePack from MS-CRM ADD-ONS. In this miniseries, I'll show you our situations and a little bit of technical background so you can try it for yourself.

August 5, 2022 Read more

Save Money By Using CRMPlus365 Then Move to Dynamics 365 Later

CRM𝘗𝘭𝘶𝘴³⁶⁵ | Microsoft Dynamics 365

Very often, you don’t know what you need until you start using a system. If you choose Microsoft Dynamics 365 you will be paying $95 per user per month while you figure that out.

April 26, 2022 Read more

Microsoft Dynamics CRM: A Love-Hate Relationship

Microsoft Dynamics 365

In 2006, I was certified as a Microsoft Dynamics 3.0 consultant. I remember it as if it were yesterday. After seventy-two hours of training over the course of six days in the Empire State Building, it was official. This is where my love/hate relationship with Microsoft Dynamics began.

May 28, 2021 Read more

2 Options When Your Microsoft Dynamics 365 CRM Is Too Complicated for Your Small Business

CRM𝘗𝘭𝘶𝘴³⁶⁵ | Microsoft Dynamics 365

Do you feel that your Microsoft Dynamics 365 CRM system is overly complicated? Are there features and buttons that you never use? Here are two options to simplify your life.

May 17, 2021 Read more

Why Would I Add Power BI to Dynamics 365 When Reports and Dashboards Are Already Included?

Business Intelligence | Microsoft Dynamics 365

If you use Microsoft Dynamics 365, you should be using Microsoft Power BI. Power BI allows everyone in the organization to get exactly the information they need from Microsoft Dynamics 365.

January 12, 2021 Read more

Insider Tip: Microsoft Dynamics 365 is Not the Only CRM Option from Microsoft

Business Intelligence | Microsoft Dynamics 365

Many people think that Microsoft Dynamics 365 is the only CRM option available from Microsoft. But I can let you in on a little insider's secret.

January 6, 2021 Read more

How to Lower the Cost of Report Building in Microsoft Dynamics 365

Business Intelligence | Microsoft Dynamics 365

There are times when you can design and build your own reports, with little or no coding, in Microsoft Dynamics 365. But sometimes you'll need a Microsoft Dynamics Partner to help. Here are a few things you can do to reduce the time and expense of the project:

November 9, 2020 Read more

When do we recommend Microsoft Dynamics 365?

Microsoft Dynamics 365 | P2𝘹𝘙𝘔

I don't always recommend Microsoft Dynamics 365 but when I do it is often because the need is heavily sales focused. Of course, all companies survive because of sales. But there is a difference. Some companies are more focused on order management, event management, project management, service tickets, etc.

August 28, 2020 Read more

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