Leverage the Experience of a Dynamics 365 Partner When Purchasing CRM/ERP Software

In today’s digital world is there such a thing as a company having too much customer data---as noted in Forbes---for their CRM software to analyze? Furthermore, can small to medium-size businesses use their CRM platforms to extract minimal amounts of data to not only identify customer buying patterns, but also discern market shifts that call for changes in product designs? Odd as it might seem, SMBs are looking more and more to each other for help in formulating their best digital practices, as Forbes points out in an overview on “small businesses...helping each other manage mobile---the finding stems from [...]

2026-01-29T16:25:24-08:00July 9th, 2018|

Dynamics NAV vs NetSuite’s limited capabilities for Reports and Customization

Two common players in the ERP circles that you will run into is Dynamics NAV vs. NetSuite (Read eBook). They each have their own strengths and weaknesses. If you really look ‘under the hood’ of NetSuite’s cloud-based software, you’ll see a limited capability to generate reports and even customization; this, because it doesn’t use ODBC connectivity. The latter allows integration with a number of different applications, such as Excel and other databases, which includes linking to “external sources such as Microsoft SQL Server.” Dynamics NAV, an enterprise resource planning (ERP) software, meets the criteria mid-sized companies might be looking for: scalable, [...]

2026-01-29T16:25:22-08:00June 22nd, 2018|

Comparing Dynamics GP, Dynamics NAV & Dynamics SL

There are many enterprise resource planning software solutions available, but only a few offer fully integrated, scalable and comprehensive solutions. Microsoft has established itself as being an integral part of business operations around the world today. Microsoft offers Dynamics ERP products that target the enterprise sector and small- to medium-sized businesses. However there are many options even under the Microsoft Dynamics portfolio. The information below will help you in comparing Dynamics GP vs. Dynamics NAV vs. Dynamics SL; which are Microsoft’s leading ERP solutions for SMB (or mid-sized) companies. […]

2026-01-29T16:25:21-08:00June 20th, 2018|

Dynamics 365 CRM provides Project Management Capabilities

Just ‘how’ does a CRM platform become a project management system? For one thing, and with Microsoft Dynamics 365 CRM, a single, database management system integrated with Office 365, Outlook and Excel, the process is a function of filtering the company’s inbound CRM information. Generally, the data from customer calls into the company, website visits or social media engagement can be analyzed and made available to team members assigned to the project. […]

2026-01-29T16:25:20-08:00June 13th, 2018|

LinkedIn and Office Integrations for Sales Team within Dynamics 365 EE – Features [Part 4]

The sales paradigm has changed! Sales teams are increasingly empowered with business intelligence tools and analytics solutions. Dynamics 365 Enterprise Edition for Sales is releasing some new features that will allow your team to benefit from a consistent user experience for web, mobile, and clients using the Unified Interface framework and deeper integrations with LinkedIn and Office 365. […]

2026-01-29T16:25:15-08:00May 16th, 2018|
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