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Is Dynamics CRMs ‘Export to Excel’ Opening a Blank File?

by Ryan Wells | Aug 26, 2016 | Blog, Microsoft Dynamics

A few weeks ago, we began to notice an increasing number of issues exporting data to Excel on a variety of Dynamics CRM platforms, ranging from Dynamics 2011 to 2015. One of our clients was attempting to export their data to Excel, like they have done countless times,…

Microsoft Dynamics CRM and Salesforce.com: The Decision

by Michael Philbrick | Aug 9, 2016 | Uncategorized

If you have digested the previous three posts, it really comes down to a few key points. Which Way is the Wind Blowing? Politics is always involved. You are likely to have someone in a decision-making capacity that already has a bias going into the game; or a…

Microsoft Dynamics CRM and Salesforce.com: Customization

by Michael Philbrick | Aug 9, 2016 | Uncategorized

What is customization? How does it differ from configuration? At what point will you need developers, if at all? Who is going to transform the out-of-the-box implementation into a solution that follows your business flow? In my opinion, the extent of customization…

Microsoft Dynamics CRM and Salesforce.com: The Two Big Questions

by Michael Philbrick | Aug 9, 2016 | Uncategorized

In a perfect world, the initial evaluation should not be influenced by cost and deployment. There are many ways on both platforms to control the costs and balance the budget while maximizing return on investment. The ROI is, of course, the key. A poorly implemented…

Microsoft Dynamics CRM and Salesforce.com: Wrapping it Up

by Michael Philbrick | Aug 8, 2016 | Uncategorized

It’s been a while since I wrote my last comparison post. I am at the point where most of the major features have been addressed and I am left with a choice: either I can focus on the minutia or wrap up this series. When it comes to world class CRM’s, Microsoft…

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