You are viewing blog posts for: microsoft-crm

Dynamics 365 for Customer Service - Create lifetime customers

Posted by Tom Rogers on June 12, 2019 in Microsoft CRM

Delivering a personalized customer experience is important for any business. Customers want to know they'll be taken care of, and it's up to every business to communicate that message. With a solution like Dynamics 365, you can empower your agents with artificial intelligence‒derived recommendations to ensure they can act fast, save...

Advanced Find Views in Microsoft CRM - important issue

Posted by Dana Thomas on March 24, 2017 in Microsoft CRM

We have been seeing an issue in Microsoft Dynamics CRM versions 2011 and 2013 (other versions potentially could be affected).  Users that downloaded the Windows updates that were released by Microsoft on or about March 15th have reported that their list of saved views in advanced find are blank (see example

Email Marketing Best Practices – don’t purchase a list. Ever.

Posted by Tom Rogers on March 21, 2017 in Microsoft CRM, Marketing Automation

If you are a marketer, your inbox is probably inundated on a daily basis with offers for you to purchase distribution lists containing email addresses. These list vendors claim they have people looking for exactly the product or service you sell, all you have to do is purchase the list.

4 ways to find content marketing inspiration

Posted by Tom Rogers on March 10, 2017 in Dynamics 365, Microsoft CRM, Marketing Automation

It’s a common dilemma faced by all marketers – you need to create content for a blog post or email newsletter, and you are running short of ideas on what to write. Here are 4 tips on how you can easily create something new.

Ask your co-workers. Often times

5 Tips for Keeping Email Recipients Engaged

Posted by Tom Rogers on February 27, 2017 in Dynamics 365, Microsoft CRM, Marketing Automation

Email marketing is an ideal way to keep your clients and prospects aware of your product offerings as well as what is happening in your company. It is a low cost and easy way to communicate your message. The problem is – it is also a low-cost and easy thing

Email marketing – key things to consider

Posted by Tom Rogers on February 17, 2017 in Dynamics 365, Microsoft CRM, Marketing Automation

No matter what industry you are in, chances are you engage in some level of email marketing with your clients and prospects. Email marketing is a fast and inexpensive way to get your message out. There are a variety of ways to send bulk email blasts – but no matter

Email personalization – avoid making these common mistakes

Posted by Tom Rogers on February 10, 2017 in Dynamics 365, Microsoft CRM, Marketing Automation

Whenever I think of email personalization – the technology used to add personal information into mass email blasts – I always think back to an email I once received asking to speak with me or “any other member of the sales team at {[0]!""}” You read

4 Content Marketing Mistakes To Avoid

Posted by Tom Rogers on February 6, 2017 in Dynamics 365, Microsoft CRM, Marketing Automation

Content marketing – the idea of creating relevant content your customers and prospects will want to consume – is increasingly becoming popular. As marketers look to find ways to capture and engage web visitors, creative content is fast becoming a  top priority. Here are four mistakes to avoid as

4 Tips for bringing sales and marketing together

Posted by Tom Rogers on January 31, 2017 in Dynamics 365, Microsoft CRM, Marketing Automation

There is a scene from the classic movie “Glengarry Glen Ross” in which a salesman played by Jack Lemmon complains that he is not closing business because the leads he is getting are weak. He then gets a dressing down that the leads are not weak – he

Order Entry alternatives for Microsoft Dynamics GP

Posted by Tom Rogers on January 9, 2017 in Dynamics 365, Dynamics GP, Microsoft CRM

Microsoft Dynamics GP is a great fit for distributors that wants to have their sales order system work with Inventory and General Ledger. In some cases, though, the Order Entry module itself may not meet a company’s needs. The look-up fields can be burdensome, and involves looking at

What Dynamics CRM customers should know about Dynamics 365

Posted by Tom Rogers on December 8, 2016 in Dynamics 365, Microsoft CRM

On November 1, Microsoft introduced Microsoft Dynamics 365, a new offering that brings together ERP and CRM in one combined package. This has been a goal of Microsoft for a number of years, and plays on the vision of bringing business productivity to the cloud.

One change that has caused some confusion

New Search Functionality in Microsoft CRM 2016

Posted by Dana Thomas on October 14, 2016 in Microsoft CRM

You can now search multiple fields in with one search. This short video shows you how 

Create New Fields in Microsoft CRM to track information

Posted by Dana Thomas on October 5, 2016 in Microsoft CRM

Microsoft CRM out of the box is configured to track key account and contact information. But what is you want to track a unique piece of information that is not listed? You can easily modify scree in Microsoft CRM without changing any underlying source code. With a few clicks, you

3 Reasons to Use a Microsoft CRM Partner

Posted by Tom Rogers on July 13, 2016 in Microsoft CRM

In years past, Microsoft CRM software had to be purchased through a Value Added Reseller – businesses could not buy it directly from Microsoft. Those days are long gone. Now a company can go online and purchase directly from Microsoft – in some cases, the process is as simple as

Notices on Microsoft CRM Online - pay attention to them

Posted by admin on July 11, 2016 in Microsoft CRM

As a Microsoft CRM Online user, Microsoft will regularly send your organization updates around security, performance, and availability, as well as new features and functionality. For each of these activities, your CRM admin for your organization receives the email notifications.

It is important to pay close attention to these notices