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 CRM and Microsoft Teams Integration

Dynamics 365 Sales is an enterprise level CRM system and Microsoft Teams is an industry leading communication and collaboration tool. Read More →

Leveraging the Flexibility of your CRM

I have become quite spoiled by modern CRM platforms like Dynamics 365. On any given weekend, I will spend a few hours making enhancements to… Read More →

Why You Might Need a Better CRM

Many businesses today have a Customer Relationship Management system (CRM) in place to help them manage customer information and processes. Read More →

How Excel Makes Dynamics 365 CRM Better

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 →

How Word Makes Dynamics 365 CRM Better

As expected with Microsoft being the company behind both Office 365 and Dynamics 365, there are powerful integrations between the two. Read More →

Are You a (CRM) Lover or a Hater?

There has probably never been a category of business applications that has elicited more emotional responses than CRM systems. Read More →

10 Strategies to Waste Less Time in Your CRM

One of my connections on LinkedIn made this statement to me recently: “Our CRM works fine if you like being at your... Read More →

Sales Process Design in Dynamics 365 CRM

About a decade ago, I was part of a team that was responsible for finding and training new salespeople in preparation for... Read More →

Dynamics 365 CRM Phone Integration

We published a post recently regarding all the ways Dynamics 365 CRM connects with Outlook to greatly improve efficiency... Read More →

Do Email Better with Dynamics 365 CRM

Business emails remain a big part of our lives and there is great business benefit in capturing and leveraging... Read More →

Dynamics 365 for Marketing – Integrated Automation

At ThesisTech, one of the biggest marketing problems we have is simply getting it done. It takes a real... Read More →

Use Your CRM to Avoid Lost Customers

Finding new customers can cost a lot of money. You spend your marketing budget trying to get their... Read More →

Behind on Customer Follow-up? CRM Automation Can Help

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 Your Top 3 Momentum Indicators?

What are momentum indicators? I define them as indicators that predict future success. When they trend down, you are... Read More →

Dynamics 365 Sales Enterprise CRM Overview

Approximately 14 years ago, I bought a business. This business did not have much in the way of business or management systems... Read More →

3 Stages of CRM Success: Implementation, Adoption, Exploitation

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 →

When to Relaunch or Replace Your CRM

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 →

Why Companies Choose Dynamics 365 CRM

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 →

How to Increase Sales by 30% with a CRM System

Maybe you’ve heard the statistics coming from CRM effectiveness studies like we have. Using a CRM effectively will... Read More →

How Your Business Can Benefit from a CRM System

Well-run businesses usually attribute part of their success to professionally implemented Microsoft Dynamics CRM systems. This innovative business software not only allows… Read More →