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Dyn365Pros


Here Comes Dynamics 365

What an exciting time to be in our industry! I have been involved in the technology arena since 1985 when I was tasked with putting a restaurant inventory management system and PC together (2 - 5 1/4 inch floppy drives on that baby!) and have been swimming for the last...


Work Like a Sales Detective with Dynamics CRM, part 1

Work Like a Sales Detective with Dynamics CRM, part 1 In the sales game, sometimes you have to do little detective work to find the right contact at a prospect’s place of business, divine who interested parties are, find a phone number, etc. Anyone that’s held a sales job can...


Introducing Microsoft Dynamics 365

Hello from the Microsoft Worldwide Partner Conference in beautiful Toronto! Every year, Microsoft gathers with its partner community to discuss their plans around all product lines. A common topic the last 3 or 4 years is their efforts to expand their cloud offerings and move even more of their products...


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...


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...


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...


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…)

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