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Our First Look at Microsoft Dynamics CRM 2016 [Preview]

Keeping with the brisk update tempo they’ve set over the last year, Microsoft just announced that Dynamics CRM 2016 is on deck for later this calendar year. They’ve outlined some of the biggest changes on-deck and members of CRM Software Blog have been given access to some of the early application screenshots.

September 09, 2015
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Dynamics CRM 2013: How to Export and Change Records in Bulk

Changing records is a fundamental piece of functionality in CRM but there are occasions when you need to change a large volume of records and the native editing functionality of Microsoft Dynamics CRM aren’t up to the challenge. Recently we figured out a simple way to export and change records in bulk without creating duplicates and we wanted to share it with you.

May 15, 2015
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Dynamics CRM 2015: What’s New in Update 1

CRM 2015 launched in Q4 2014 and brought with it some really interesting new features. However, in keeping with the accelerated release tempo, Microsoft is already launching CRM 2015 Online Update 1, which is bringing a host of improvements to CRM Online. We don’t have a release date yet but here’s some of what you can expect.

March 23, 2015
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Dynamics CRM 2013: Managing Collections in CRM

It shouldn’t be news that CRM can add value beyond sales. (Marketing and Customer Service are part of the Holy Trinity of Dynamics CRM, after all.) What might be news is that even the accounting department can benefit from using CRM. At our latest user group we showed off a way to manage collections in CRM and we’re going to break it down for you.

December 17, 2014
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Dynamics GP 2013: Connecting GP to Dynamics CRM

Cats and dogs, me and my in-laws, sales and accounting; some things in this world just don’t get along. There’s nothing Prophet can do about the first two, but Microsoft has given us a way to move data between Dynamics GP accounting software and Dynamics CRM sales management software.

August 14, 2014
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CRM Startup Series: CRM in Your Inbox

Customer relationship management is all about communication. That’s why one of the most appealing features of Microsoft Dynamics CRM is how easily and thoroughly it integrates with Outlook. Sure, other CRM systems have integration with Outlook as well, but Microsoft products always play better together than they do with the other kids.

June 25, 2014
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CRM Startup Series: Basic Contact Management

At its core Dynamics CRM is a way to organize and manage contacts. That’s a task that every business struggles with eventually and it’s the most immediate benefit of switching from spreadsheets or Outlook. That’s why the first article in our CRM Startup series is going to show you what it looks like to manage your contacts in CRM.

June 12, 2014
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5 Signs Your Company Needs CRM

When you open a business there are some tools you need and some you grow into. A website, some accounting software and a phone are necessities but you don’t need customer relationship management software before you have customer relationships to manage.  So, how do you know when you need to invest in CRM?

May 14, 2014
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