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Dyn365Pros


Frustrated with Goldmine CRM? Switch to Dynamics CRM

Are you trying to run your business on Goldmine? Frustrated with how clunky and overly complicated the system is? Then it’s time to invest in a CRM system that provides you with more than a contact database. Microsoft Dynamics CRM provides intelligent customer engagement, meaning you can personalize the customer experience and...


Data Migration and Integration Deserve Respect | Part 1

This is the first of a two-part post intended to get you thinking about Microsoft Dynamics CRM data migration and integration prior to the start of your project. Remember data is one of the most important assets any company has, it's vital to understand the needs of the client and the role a...


Microsoft Dynamics CRM Tips for Sales Professionals – 2 Quick Follow Up Email Strategies

This blog is another in my series of Microsoft Dynamics CRM tips for sales professionals. We’ll look at a common sales scenario and how to manage it in CRM. You just met someone for the first time, or you’ve just hung up the phone. You want to send a quick...


3 Business Challenges to Overcome Using Dynamics CRM

Whether you are evaluating personal goals or business driven objectives, honest reflection can be critical to your success. Here are 3 business challenges Dynamics CRM can help you conquer in 2016. (more…)


The 5 Most Exciting New Features in Microsoft Dynamics CRM 2016

We surveyed the xRM³ team and pulled together the 5 most exciting new features in Microsoft Dynamics CRM 2016. As a group, we are thrilled about Microsoft Dynamics CRM 2016 and are looking forward to showing you all the new stuff! Visit our website and request to be added to...


How to Create Routing Sets and Routing Rules in Microsoft Dynamics CRM

Routing rules are an valuable addition to the recent updates of Microsoft Dynamics CRM. Routing rules are available in both 2015 and 2016 versions of Microsoft Dynamics CRM. Here are xRM³, we’ve been using Microsoft Dynamics CRM routing rules for a while. We also have several clients who are now...


Improve Behavior of the Date Field in Microsoft Dynamics CRM

When was the last time you had a "behavior" problem with the date field in Microsoft Dynamics CRM? Well, for many of us the answer might be “recently”. Before the introduction of the "behavior" modifier for date fields, things could get a little confusing and problematic in certain situations. Let's...


Microsoft Dynamics 365 – Simple Steps for Importing Leads and Contacts

  Here's a pretty easy task for sales professionals using Microsoft Dynamics 365. You’re probably interested in importing Leads and Contacts for the purpose of email nurturing or cold calling. This process is not too difficult, so I’m going to show you how it’s done. (more…)


Does Your CRM Data Resemble the Walking Dead?

You try to ignore it. You try to work around it. You tell yourself it wasn’t your fault. You blame it on the previous admin. You blame it on the old system. You hope it doesn’t destroy your reports. You pray it doesn’t devour your storage. You hope that you...


5 Keys to a Successful Dynamics CRM Discovery Session

Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. But there is also some work the client can do to ensure a positive result. Clients can help ensure a successful...


Microsoft Dynamics CRM and Office 365 – The Seller’s Total Solution

Microsoft has done an amazing job integrating Dynamics CRM 2015 Online and Office 365 to create the total end-to-end productivity solution for sellers. Now with Office 365 and Dynamics CRM Online Update 1, there are a bunch of new synergies that take sales productivity to a whole new level. (more…)


Microsoft Dynamics CRM: Sales Leads vs. Opportunities

A Microsoft Dynamics CRM user from Iran hit me up on the xRM³ contact us page recently. Here is what they wrote. “I am a sales manager in an IT based company. We use Microsoft Dynamics CRM 2015 and I have a question. Exactly when do we qualify a lead...


Using Marketing Lists to Enhance Advanced Find

Advanced Find is one of Dynamics CRM’s best features. It allows us to dig deep into our data without needing to understand the complexities of database relationships, SQL or FetchXML syntax, etc. Advanced Find can’t always replace the aforementioned reporting, but it can get you close and sometimes that's practical....


8 Key Takeaways from Microsoft WPC15

We are back from Microsoft WPC15. We survived our excursion into the swamp lands of Orlando for Microsoft WPC15! Heat, humidity, alligators, tourists, miles between sessions and meetings, 15,000 attendees, old hotel – whew! Happy to be back. (more…)


7 Ways to Avoid “My CRM From Hell”

Some of you who watch the Animal Planet channel may know about a show called My Cat from Hell. In each episode Jackson Galaxy, a musician by night and cat behavioral expert by day, works with cat owners who are at their wits end and are desperate for a change...


Should I Stay or Should I Go? (with apologies to The Clash)

Microsoft Dynamics CRM 2015 is out and everyone is raving about it. Sales and Service management, as well as mobile CRM have never been easier or more affordable. Native integration with Outlook, Excel, SharePoint – Wow! Everyone wants to jump on the bandwagon. That includes users on legacy versions of...


Microsoft Dynamics CRM Basics for Sales Pros: 4 Tips for Sales Managers

In our series -- Microsoft Dynamics CRM: Basics for Sales Professionals -- we've covered CRM from the perspective of Sales Representatives responsible for closings sales. In this blog we’ll look at CRM basics for Sales Managers. Microsoft Dynamics CRM provides several ways to manage and help your Sales team get...


That One Microsoft Dynamics CRM Story

There is this one story that gets told almost every time I get together with some of the Dynamics CRM MVP folks in the community. Usually over adult beverages at some conference. The problem for me is that it's a story of one of my failures. The story outline is...


Microsoft Dynamics CRM 2015 Basics for Sales Pros: Working with Activity Records, part 2

This is part 3 in a a series of blogs designed to help Sales Professionals with fundamental concepts in Microsoft Dynamics CRM 2015. In my last blog we introduced CRM Activity records, what they are and how to use them to help organize and manage your sales-related activities. This blog...


NDA Has Been Lifted

Well the wraps are finally off and Microsoft has lifted the NDA on the Dynamics CRM Online Spring 2015 release. While that is a bit of a mouthful, this Spring release is full of enhancements and functionality that users and partners have been clamoring for. Satya Nadella, Microsoft CEO, started...


Microsoft Dynamics CRM 2015 Basics for Sales Professionals: Working with Activity Records, part 1

Are you a Sales professional using Microsoft Dynamics CRM 2015? If so, you should definitely be using Activity records to document and schedule your customer interactions, as well as collaborate and communicate with members of your internal staff. As a heavy CRM user, I can attest to the fact that...


Dynamics CRM Basics for Sales Professionals: 4 Sales Records You’ll Use the Most

If you're like most Sales professionals, you don't aspire to be a Dynamics CRM expert. You want to know enough to keep the Customer Relationship Management (CRM) system working for you, i.e., help you stay organized and close more sales. Understanding basic CRM concepts will help you get up to...


7 Signs You Need a New CRM System

Despite all the end user pain, constant complaints, and a lot of insightful research on a new CRM system, you have delayed the decision to switch due to the usual reasons — time and money. Any of the following scenarios sound familiar to you? (more…)


What Does Your Sales Team Know?

The phone call started like this— Caller: "Hi Ken, I'm <her name is redacted to protect the innocent> and I'm your new account executive. Do you have a minute? I want to share with you all the great new stuff we have going on this year." Sound familiar? (more…)


Clean Data is Hard

Clean data is hard. Starting with it, maintaining it, and living with it. Having clean data can be the difference between a successful business application implementation and one that struggles. (more…)


Making Connections and Closing Sales: Microsoft Dynamics CRM with Social Insights

It's no secret that controlling the sales process has become more challenging. More often prospects rely on web resources and the opinion of peers in making purchasing decisions. Absent the opportunity to establish one’s unique value proposition, the differentiator becomes price. The logical extension of this scenario is a price...

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