One of the most common questions we face when working with new clients implementing Dynamics 365 is -"What is a Lead?" The next question then is always - then" what is an Opportunity." and then the final question is - "Well, which one should we use in Dynamics 365?" Well, the purpose of this blog
As Microsoft tends to do whenever June rolls around, they start making numerous changes to product names, prices and offerings. All coinciding with Microsoft's fiscal year end and the expected release of the July Edition of Dynamics 365, Microsoft is changing the Plan Name for the following Dynamics 365 editions. Effective July 1st the following
What is a Dynamics 365 CRM administrator? Before you can think about whether your business needs a CRM administrator, the role of a CRM administrator needs to be defined. Basically, a CRM administrator is responsible for bridging the gap between a company's CRM system and its users, making sure everyone knows how to use the CRM system AND Making sure that
Why do customers stop doing business with you? Do you know the #1 reason customers stop doing business with a business? You'll be surprised that the answer isn't that a company's pricing is too high or their product insufficient. According to Hubspot, 82% of customers have left a company because of a bad customer service experience.
The ClickDimensions team is always hard at work improving and enhancing its marketing automation software for Dyanmics 365 CRM. They are now releasing updates on an accelerated monthly cycle (previously updates were released every quarter). To stay informed about the what to expect over the next serval months, ClickDimensions has published a public roadmap for
If you are a fan of Microsoft Dynamics 365, keeping up on the future direction of the application is probably important to you. Microsoft has made it easy with the Microsoft Roadmap for Dynamics 365. Bookmark this frequently updated page and you will always have a quick and easy way to keep up with features