ThesisTech: Dynamics 365 CRM Blog
If you are interested in learning more about the Dynamics 365 CRM system, please contact us at (888) 705-7253. The ThesisTech team helps companies grow through better control of sales process and data.
Dynamics 365 Sales is an enterprise level CRM system and Microsoft Teams is an industry leading communication and collaboration tool. Read More →
I have become quite spoiled by modern CRM platforms like Dynamics 365. On any given weekend, I will spend a few… Read More →
Many businesses today have a Customer Relationship Management system (CRM) in place to help them manage customer information and processes. Read More →
As you would expect, with Microsoft being the company behind both Office 365 and Dynamics 365, there are some powerful integrations between the two. Read More →
As expected with Microsoft being the company behind both Office 365 and Dynamics 365, there are powerful integrations between the two. Read More →
There has probably never been a category of business applications that has elicited more emotional responses than CRM systems. Read More →
One of my connections on LinkedIn made this statement to me recently: “Our CRM works fine if you like being at your... Read More →
About a decade ago, I was part of a team that was responsible for finding and training new salespeople in preparation for... Read More →
We published a post recently regarding all the ways Dynamics 365 CRM connects with Outlook to greatly improve efficiency... Read More →
Business emails remain a big part of our lives and there is great business benefit in capturing and leveraging... Read More →
At ThesisTech, one of the biggest marketing problems we have is simply getting it done. It takes a real... Read More →
Finding new customers can cost a lot of money. You spend your marketing budget trying to get their... Read More →
I logged into my CRM a while back, determined to get caught up on my follow-up activities. I took a quick look at my follow-up... Read More →
What are momentum indicators? I define them as indicators that predict future success. When they trend down, you are... Read More →
Approximately 14 years ago, I bought a business. This business did not have much in the way of business or management systems... Read More →
Each CRM implementation seems to have a life of its own. Team makeup and company culture can be large influences in how fast... Read More →
Most companies today use CRM software. To illustrate this point, here are a few stats from our CRM implementation projects this past year... Read More →
There are hundreds of CRM systems on the market today ranging from simple contact trackers to powerful development “platforms”. How do you choose which CRM system... Read More →
Maybe you’ve heard the statistics coming from CRM effectiveness studies like we have. Using a CRM effectively will... Read More →
ThesisTech: Dynamics 365 Video Demos
We had a request from two clients recently to integrate historical sales data from Quickbooks and Sage into the Dynamics 365 CRM system. Their sales teams needed to see past sales trends to help with setting daily priorities. This video shows a few screen shots of how we made this happen.
Many of our clients have the need for a Product Configuration and Quoting Application. In this video, we show how a complex application can be integrated right into the Dynamics 365 CRM system. This provides a single, very accessible source for key product and job information.