dynamics 365 activities

Best Practices for Activity Management in Office 365 and Dynamics 365

Many of our clients ask us how best to handle the various activities available within the Dynamics 365 suite, especially with the crossover to Office 365. While there are no “set in stone” rules, we have put together some best practices suggestions, based on the functionality available within different programs. So, the question is… What…
crm best practices

Best Practices when developing a CRM System

TRAINING An absolute must! It is ridiculous to spend money on software and customization, and not spend money on the one item that will actually get people to use the system. Users who are not confident will not use the system. Always include hands-on practice. Divide training into functional segments, and have people only attend…

Top 10 Reasons to use IPM

IPM Project Management has a unique environment for managing the day to day operations of project staff. Presented through Outlook, but managed in a MS.SQL database, IPM is able to create, store and track all project communications, RFI’s, drawings and revisions, meeting minutes, change requests, subcontracts and purchase orders to provide a simple but sophisticated…

How to Install Microsoft Dynamics CRM 2016 for Office Outlook Add-in

In this blog, Talina Galloway, SBS Group’s CRM team lead, outlines how to uninstall your old version of Microsoft Dynamics CRM for Microsoft Office Outlook, and install the latest 2016 version. Step One: Uninstall the old Microsoft Dynamics CRM for Microsoft Office Outlook add-in Applies to Microsoft Dynamics CRM 2011 for Microsoft Office Outlook, Microsoft Dynamics CRM 2013…

Top 5 Reasons Your Company Needs Dynamics CRM

1) You are tired of customers leaving for no apparent reason. You aren’t tracking important data, so you have missed critical trends that could point to reasons for customer dissatisfaction that can be corrected. DYNAMICS CRM is customizable, so you can track all information that is pertinent to your industry, as well as create views…

Creating a New Record From Your Outlook Inbox

Using Dynamics CRM, you can quickly and easily create a new record from an email in your Outlook inbox. If you also have IPM project management, that functionality extends to all the IPM record types as well. With a few simple clicks, you can move from your Outlook inbox to creating new records, and then…

Help Us Help You

You’re trying to get a Quote out the door in a rush, and suddenly realize that your CRM system is acting up. You don’t have time for this!! How can you get help quickly, so you can get on with your business? What does your CRM Administrator need to know in order to help you…

Microsoft Dynamics CRM Compatibility

Have you ever wondered what software is compatible with your current version of Microsoft Dynamics CRM? Have you had issues with the software you used in your previous version of CRM? Do you want to know if the issue is one of compatibility? Well, you’ve come to the right place. Below are compatibility links to help…

Choosing the Right Metrics

The sky is the limit – how to bring metrics back down to earth. Terms: KPI = Key Performance Indicator Metrics = Measure of an organization’s activities and performance BI = Business Intelligence (reporting methods) Microsoft Dynamics CRM can track and report on anything, using out-of-the-box functionality. But how do you figure out what is…