The ‘C’ in CRM – it means so much more than just ‘Customer’

Dear Joe, Recently, a friend asked me to review a draft of his resume. Since I’m pretty familiar with his work history, I was a little surprised to see that he

CRM administrators and pro-users
CRM Administrators – Have You Checked Out The CRM Book Lately?

Do you want to brush up on best practices and topics that affect CRM administrators and pro-users of Dynamics 365? If so, head over to The CRM Book to explore

Everything You Need to Know About Task Flows

Task flows are an awesome feature available in Microsoft Dynamics 365, and in today’s blog, we’re giving you the 411 on everything you need to know about them! What are

Cascading Parameters for Reports in Dynamics 365
Cascading Parameters for Reports in Dynamics 365

Oftentimes when a report is pulled in Microsoft Dynamics 365, there will be certain search criteria. When based on the 1st value selection, the 2nd option list should populate in

Form Headers in Microsoft Dynamics 365
3 Ways to Display Form Headers in Microsoft Dynamics 365

Microsoft Dynamics CRM 2011 introduced a feature called Form Header which allows you to display fields that can be made visible all the time even when the user vertically scrolls the

Field Security
How Does Field Security Impact the CRM and Outlook Synchronization?

One of the coolest features of Microsoft Dynamics CRM is its integration with Outlook. Users just love the ability to access CRM directly from their email client. In today’s blog,

addons
A New (CRM) Hope: 12 Reasons You Need PowerPack Add-ons for Marketing Automation

Our PowerPack add-ons for marketing automation will set you on the right path to becoming a marketing automation master.

crm-101
How to Win the Game of Thrones with CRM Part 3: Managing Rapid Growth

In this three-part blog series, we examine the ways Microsoft Dynamics CRM could help you change your fate in the dangerous quest for the Iron Throne. In this post, we’re going to discuss how CRM can help you manage rapid growth by using some more fun Game of Thrones examples.

crm-101
How to Win the Game of Thrones with CRM Part 2: Stop Losing Customers

In this three-part blog series, we examine the ways Microsoft Dynamics CRM could help you change your fate in the dangerous quest for the Iron Throne. In this post, we’re going to discuss how CRM can help you maintain good relationships with your customers by using some more fun Game of Thrones examples.

crm-101
How to Win the Game of Thrones with CRM Part 1: Better Data = Better Decisions

As the Season 6 premiere of Game of Thrones approaches, we can’t help but wonder what would happen if CRM existed in Westeros. In this three-part blog series, we’ll examine the ways Microsoft Dynamics CRM could help you change your fate in the dangerous quest for the Iron Throne.