Rules to Better CRM

CRM is used to store and retrieve Client information, Opportunities, Projects, and Bookings.

You should install the new Dynamics 365 App for Outlook to track your appointments, booking leave and developers for projects.

You should have Dynamics 365 installed on your phone so you can capture updates as they happen, keep work moving between commits, and walk into every meeting already briefed.

If you are using Microsoft Dynamics 365 Online as your CRM solution, you might have noticed that it syncs some Microsoft Entra ID - formerly Azure Active Directory fields automatically.

You should automate signup processes using Zapier.

The Dynamics 365 Release plans provide a snapshot of what Microsoft has been working on in the Dynamics 365 CRM business. You can use it to find out what was recently made generally available, released into public preview, is still being developed and tested, or is no longer developed.

These are the other major CRM engines that compete with Microsoft Dynamics 365:

• Salesforce CRM
• Base CRM
• Insightly CRM
• Zoho CRM
• Less Annoying CRM
• Pipedrive CRM
• Bitrix24 CRM
• Bpm'online CRM
• Apptivo CRM
• ProsperWorks CRM

Email marketing is very important for your company and you need to use the best suitable tool for that. The best option is dictated by your contact number, the number of emails sent per year and your requirements.

Do you find yourself endlessly clicking through reports in your CRM system to find information about clients? What if there was a way to query all your sources for any information you like? Dynamics 365 Copilot can be helpful for:

Option 1

Custom - see Ulysses' Power BI session - https://tv.ssw.com/6839/power-bi-finally-can-make-decisions-based-facts-ulysses-maclaren