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Dyn365Pros


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...

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