Microsoft Dynamics 365 for Sales CRM Insights, News, & Reviews!
How to Change the Number of Rows on a Grid in Microsoft Dynamics 365 for Sales CRM
By default, Microsoft Dynamics 365 for Sales displays 50 records per grid. Learn how to change the number of rows on a grid with this short video by Dinesh!
QuantaCRM Brings Microsoft Dynamics Expertise to Azamba Consulting Group with Merger
As president of both QuantaCRM and Azamba Consulting Group, I’m happy to announce that we are merging our two companies together to combine our Sage CRM and Microsoft Dynamics expertise into a single entity: Azamba Consulting Group: ...
How to Add a Reason to Disqualify a Lead in Microsoft Dynamics 365 for Sales
Learn how to disqualify a lead AND how to add a reason to disqualify a lead in Microsoft Dynamics 365 for Sales with Ibrar!
Who Should Have Access to CRM?
Who should have access to CRM, and when should they get access during the CRM adoption process? Learn these important best practices to ensure CRM success!
How to Manage Goals in Microsoft Dynamics 365 for Sales CRM
This week in CRM Support, Ibrar shows you how to manage goals in Microsoft Dynamics 365 for Sales so you can modify, calculate, and recalculate them as needed!
Leads vs. Opportunities: What’s the Difference?
The difference between leads and opportunities in CRM affects the way your CRM system is organized. Learn more about leads vs. opportunities with Mariam in CRM 101!
Bridging the Gap between Sales and Customer Service
In this episode of CRM 101, Mariam shows you how CRM increases visibility across departments and bridges the gap between sales and customer service!
CRM 101: More Basic CRM Terms & Definitions – Field, Entity, Grid, Label, & Dashboard
Learn the basic CRM terms that every beginner needs to know! In this episode of CRM 101, Mariam covers Dashboards, Entities, Fields, Grids, and Labels!
Who Should Have Access to CRM?
Who should have access to CRM, and when should they get access during the CRM adoption process? Learn these important best practices to ensure CRM success!
The 4 Core CRM User Privileges
Good CRM security means the right people have the right access to your information. The better you understand these four core CRM user privileges, the better your CRM security!
The 6 Pillars of CRM Data Quality
How valuable is the information you track in CRM? David offers 6 guidelines to ensure you spend your time and effort collecting and tracking high-quality CRM data!
How Microsoft Keeps Your CRM Data Safe
Is your CRM data safe in the cloud? When you use Microsoft Dynamics 365 for Sales CRM, hosted on Microsoft’s Azure network, the answer is an emphatic “yes!”
Microsoft Dynamics 365 vs. Salesforce: Which is Best for Your Business in 2018 and Beyond?
Which CRM is best for your business in 2018 and beyond? David compares Microsoft Dynamics 365 vs. Salesforce to see which offers the best value for your business!
Should I Buy or Build CRM? Six Questions to Ask BEFORE You Decide
Why buy CRM? Before you decide whether to buy or build CRM, ask yourself these six questions to ensure you understand the costs and benefits of building vs. buying!
Unlayered vs. Layered Security Roles in Microsoft Dynamics 365 for Sales CRM
Learn the advantages and limitations of layered security roles and non-layered security roles and boost your Microsoft Dynamics 365 for Sales CRM security management skills!
An Introduction to CRM Security Management in Microsoft Dynamics 365 for Sales
CRM security management is critical to maintaining an effective CRM system. Learn the core concepts behind security management in Microsoft Dynamics 365 for Sales CRM!
How to Manage CRM Customization: A Beginner’s Guide
To manage CRM customization well, David proposes a crawl, walk, run approach that breaks down tasks and builds processes for achieving consistent, meaningful goals.
Best Practices for Scheduling Updates in Microsoft Dynamics 365 for Sales CRM
Mariam shows you a few important tips and best practices for finding and scheduling updates in Microsoft Dynamics 365 for Sales CRM!
Improve Response Times to Stop Losing Leads and Opportunities
The Last Sales Activity Date Tracker allows you to track, view, and sort leads and opportunities by last activity dates in Microsoft Dynamics 365 CRM. Learn more with Mariam!
2 Quick Ways to Prevent Data Loss Inside Microsoft Dynamics 365 for Sales CRM
Data loss is a scary thought for any business that relies on CRM to manage their records. Mariam offers 2 quick and easy security tips to help prevent data loss!
Why CRM Security Matters to Salespeople
CRM security matters to salespeople, but it’s a delicate balance between access and security. Find out how to make sure your CRM security empowers your selling!
7 Reasons Salespeople Hate CRM…and Why They Shouldn’t!
Do salespeople really hate CRM? Should they? It’s true that CRM done poorly can slow sales and annoy salespeople, but David argues why salespeople should love CRM done right!
3 Kinds of CRM Customizations Salespeople Love
David suggests three kinds of quick-win CRM customizations salespeople love that also provide long-term value for you and your company!
How to Change the Number of Rows on a Grid in Microsoft Dynamics 365 for Sales CRM
By default, Microsoft Dynamics 365 for Sales displays 50 records per grid. Learn how to change the number of rows on a grid with this short video by Dinesh!
How to Add a Reason to Disqualify a Lead in Microsoft Dynamics 365 for Sales
Learn how to disqualify a lead AND how to add a reason to disqualify a lead in Microsoft Dynamics 365 for Sales with Ibrar!
How to Manage Goals in Microsoft Dynamics 365 for Sales CRM
This week in CRM Support, Ibrar shows you how to manage goals in Microsoft Dynamics 365 for Sales so you can modify, calculate, and recalculate them as needed!
CRM Review – Top 3 Reasons to use Customer Service in Microsoft Dynamics 365
Quality customer service is key, but what are the keys to customer service quality? In this month’s CRM Review, Peter and Mariam walk you through the advantages of using customer service features in Microsoft Dynamics 365!
CRM Review – Microsoft Dynamics 365 Security 2017
It’s 10pm somewhere. Do you know where your data are? Join Peter and Mariam as they get to the bottom of some of the many security features in Microsoft Dynamics 365, and offer you their top tips for keeping your CRM security tip top!
Great Tips (and Bad Puns!) for Microsoft Dynamics 365 for Sales
Like a Fine Chicago Pizza, this Microsoft Dynamics 365 for Sales Video Has Extra Cheese In our opinion, today’s modern businesses have far too few puns in them. Seriously! I mean, have you heard any puns today? We didn’t think so. Luckily, the Quanta CRM team...
Microsoft Dynamics 365 CRM Teams Questions Answered
Mail call! Peter brings you user-submitted CRM teams questions and answers covering teams in Dynamics 365, team member licenses, and Microsoft Teams!
More CRM Integration Questions and Answers
Peter has the answers to common Dynamics 365 CRM integration questions re: Outlook integration, Gmail integration, and integrating cloud and on-premise applications!
Microsoft Dynamics 365 CRM Automation Questions Answered
Peter answers common CRM automation questions covering automated emails, scheduling, alerts, and even some tricks for dashboards and reports!
Angels with Filthy CRM 2 – A CRM Security Parody Short
Go for a jaunt down Business Process Flow Blvd with Angels with Filthy CRM II: Contact Confidential, a CRM security parody by QuantaCRM!
Customer Service Nightmare – A CRM Service Parody Short
Take a lesson from the ultimate Customer Service Nightmare, a CRM service parody short by QuantaCRM. Don’t live in a nightmare of note cards and irate customers!
The Best of Brian in the Field Season 1 – A CRM Parody Short Collection
Welcome to Brian in the Field, the CRM parody that sees Brian bringing you an existential look at life with–and without–CRM from fabulous locations across the universe!
Marketing Campaigns Webinar 2017
Discover how campaigns in Microsoft Dynamics 365 can enhance your marketing efforts and increase profitability. Join Mariam to learn the basics and benefits of campaigns, and give your business a boost in 2017!
![How to Turbocharge Your Call Campaign in Dynamics 365 for Sales [On-Demand Webinar]](https://www.quantacrm.com/wp-content/uploads/2017/05/dynamics-365-call-campaign-turbocharge-1-400x250.jpg)
How to Turbocharge Your Call Campaign in Dynamics 365 for Sales [On-Demand Webinar]
Fill Up Your Pipeline the Easier Way with a Call Campaign Using Dynamics 365 for Sales One of the leading rules of business is that you must keep your pipeline full… but the absolute top rule of business is to deliver outstanding customer service at all times. If...
What’s New in Dynamics 365 2017 Customer Service? (updated)
You’ll Love the Extra Power Behind Dynamics 365 Customer Service I think we can all agree that the flexibility and familiar look of Dynamics 365 is easy to use and understand, flexible enough to meet the needs of diverse teams, and — most importantly — instrumental...