microsoft and linkedin _accounts screen.jpg

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As many of my readers know, on June 13, 2016, Microsoft Corp. acquired LinkedIn Corporation for $196 per share, valued at $26.2 billion. This recent deal allows Microsoft to embed LinkedIn in its many existing products including Dynamics 365. At the time, Microsoft CEO, Satya Nadella, knew he had bought a precious social network product…. Read more »

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Management Reporting for Canadian Manufacturers

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In Microsoft Dynamics NAV & CRM 2017 there are 47 modules, 12,500+ programs, and 545 standard reports that cover every conceivable topic for the 170,000+ NAV customer around the world. How do I know this? I spent an entire weekend with 3 team members and looked at every report in the system.  A very long… Read more »

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Often times you will have a need to create an advance find query so that you can narrow down leads, accounts or contacts in Dynamics 365/CRM based on determined criteria.  Perhaps you may want to create a calling list to Finance Managers in a specific zip/postal code. Once you create this query, you can export… Read more »

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Microsoft overtakes Salesforce

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This article was written by Wynand Roos, Co-Founder of The CRM Team, Fourways, Gauteng, South Africa. [1] Microsoft Overtakes Salesforce.com – Forrester They’ve led for decades. But things are now fading for Salesforce.com. Global agency Forrester recently put Microsoft ahead in Salesforce.com’s traditional stronghold: sales software[1]. This is a big coup for Microsoft who have been… Read more »

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Canadian manufacturing sales

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Yesterday The Toronto Star and Statistics Canada revealed that for the 3rd consecutive month manufacturing sales across Canada were up! The 1.1% increase in Canadian manufacturing sales brings May 2017’s sales to $54.6 billion. This is largely in part to the success of the transportation equipment, and chemical manufacturing industries. Within the subset of the… Read more »

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Apr 5 - Guiding Sales Reps Through a Repetable Process - CRM

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Business Process Flows is a tool in Dynamics CRM that has been around for years. It provides organizations with the framework to guide sales reps throughout the sales process and help them close deals. The typical sales process includes 4 stages; Qualify, Develop, Propose, and Close. Throughout each of those stages Users are presented with… Read more »

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The efficiency and internal connectivity of Dynamics 365 is further exemplified within the Microsoft Dynamics 365 Marketing Module in the way it allows users to seamlessly create and work with marketing Campaigns and Marketing Lists while updating the correlating activities with only a few clicks. The streamlined approach of the marketing module allows users to… Read more »

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Hello – I am a professional Collection Analyst who uses MS Dynamics CRM to record, collect, and report on collection activity. Using the functions and report capability of MS Dynamics CRM allows me to stay on top of the accounts receivable and more important it makes me a more effective collector which in turn accelerates… Read more »

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If you can relate to any of the statements below, it may be time to consider a customer relationship management (CRM) solution. Microsoft Dynamics CRM can transform your business by organizing all of your customer data (including contacts and account activity to customer leads) to provide the data and analytics for a unified view of… Read more »

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