CRM definition and FAQs

By:  Thomas Wailgum If you don’t have an accurate view of who your customers are and what their needs or desires are or will be at any given stage in their lives, or if you are losing customers to a competitor, that’s a clear indication that you need CRM. There are many technological components to […]

Microsoft Dynamics Partner Roundup: NAV for Oil & Gas; Hotelier Taps NAV; CPQ + eSignatures; D365 ROI Tool

By: Linda Rosencrance New Microsoft Dynamics Technology to Help Oil & Gas Companies Improve Productivity Evolve iMS (Information Management Systems) of Aberdeen, Scotland, has just launched a solution to help oil and gas transform their processes and improve productivity using Microsoft Dynamics NAV. The privately-funded company, which said it has already secured contracts totaling £200,000 […]

The move from Microsoft Dynamics AX to 365: Building a business case for the future

By: James Fleming When I joined Element Material Technologies two-and-a-half years ago, the company had gone live on Dynamics AX 2009 fairly recently, in 2010. So when Dynamics AX 2012 came along, there just wasn’t much of an appetite for an upgrade. The task became to maximize AX 2009’s capabilities and future-proof it, and we […]

The Case for Vertical Market CRM Skill Sets

By:  Will Kelly The customer relationship management (CRM) market is growing increasingly more specialized, so it’s important to realize that the time for vertical market CRM skill sets is now. It’s no longer enough for CRM developers or administrators to know the platform: They’re going to need to know about the industry and so much […]

PandaDoc raises $15 Million Series B, backed in part by Microsoft Ventures

By: Linda Rosencrance Digital transaction management provider PandaDoc has closed a $15 million Series B round of funding, led by Rembrandt Venture Partners and joined by Microsoft Ventures, HubSpot, EBRD, and Altos Ventures. To date, PandaDoc has secured $20 million in total funding from investors. PandaDoc’s document automation, quoting, and e-signature solution integrates with Microsoft […]

Microsoft Cloud to be offered from datacenters in Africa

By:  Linda Rosencrance Beginning in 2018, Microsoft is set to deliver the Microsoft cloud, including Microsoft Azure, Office 365 and Dynamics 365, from datacenters located in Johannesburg and Cape Town, South Africa. The datacenters will serve the entire continent, “and will help organizations and people from Cairo to Cape Town accelerate their journey to cloud […]

Microsoft Dynamics Partner Roundup: Invoice automation on AppSource; Rental and service CfMD; Partner’s D365 Team; AX, CRM acquisition

By:  Linda Rosencrance Microsoft’s AppSource Adds Mobile-First Invoice Automation Software Dooap Dooap, a developer of accounts payable software for Microsoft Dynamics 365 and Dynamics AX, has announced that its software application has been published on Microsoft’s AppSource marketplace. Dooap, mobile-first, cloud-native accounts payable automation solution for Dynamics 365 and Dynamics AX, lets users approve invoices […]

Experts see promise in Learning Path Authoring for Dynamics 365 CRM apps

By:  Linda Rosencrance With the December 2016 release of Dynamics 365 sales and service apps, Microsoft has added an important new authoring capability to its in-app help feature known as Learning Paths. Following the introduction of Learning Paths in Dynamics CRM Online 2016 Update 1, Learning Path Authoring offers customers a new way to add […]