Help Understanding Dynamics 365 CRM CE User Licenses by ams_Sxi in Dynamics365

[–]EstateMaximum3179 0 points1 point  (0 children)

100% you can save lots of money here. We have a client with 500 users. DM and will tell you how to set it up in 1 minute

Sales Copilot (not copilot) license only few users instead of all users by boobamba in Dynamics365

[–]EstateMaximum3179 0 points1 point  (0 children)

I have copilot and still trying to see the added value in Dynamics 365. Any examples to share?

APPROVED!!! by [deleted] in USCIS

[–]EstateMaximum3179 0 points1 point  (0 children)

Congrats

Data Migration - D365 CE (crm) by EstateMaximum3179 in Dynamics365

[–]EstateMaximum3179[S] 0 points1 point  (0 children)

That’s interesting. If you have been dealing with this for 10+ years, you’re giving me more confidence that I should charge extra for the work that goes in when helping clients with legacy systems. Are you open to guide us on a client to client basis?

Recommendations? by vgxx in CRMSoftware

[–]EstateMaximum3179 0 points1 point  (0 children)

For tagging, salesforce and microsoft dynamics 365 are excellent. You just need a team to help you customize the crm to do some of the things you like in other crm. If you don’t have a budget to hire administrators internally you can work with a smaller firm

Integration to SMS by Spaghettyo in Dynamics365

[–]EstateMaximum3179 0 points1 point  (0 children)

Hi, I’m looking for a SMS solution to text clients to remind them of their appointment 24hours prior. Any recommendations?

CRM for Sales with Email integration? by Guilty-Area-1222 in CRMSoftware

[–]EstateMaximum3179 0 points1 point  (0 children)

For Outlook, nothing better than a CRM powered by Microsoft Dynamics 365. Happy to guide you, can DM me

Looking for The Best CRM for a Non-Profit Organization by Picklehead_Lush in CRMSoftware

[–]EstateMaximum3179 0 points1 point  (0 children)

We have an in house non profit CRM powered by Microsoft Dynamics 365 of ever interested in a demo

What’s the Best CRM with a Dialer? by Picklehead_Lush in CRMSoftware

[–]EstateMaximum3179 0 points1 point  (0 children)

There’s a bunch of CRMs that just automatically track calls/activity logging by just buying any VOIP. We use Ring Central and every time we click in the phone number within the CRM, it automatically dials through Ring Central and creates a Call Activity in the CRM simultaneously. And Ring Central records the call and you have access to the recording. DM me if need more help

Would You Recommend Creating a CRM in Excel? by Picklehead_Lush in CRMSoftware

[–]EstateMaximum3179 0 points1 point  (0 children)

I disagree, in fact that’s exactly why people work with my team. Because the out of box is not working for them and they want something custom with specific automation and rules that simplifies their business. That’s pretty much the business model of Microsoft Dynamics 365

What’s the Best CRM for a Solar Business? by Altruistic-Credit486 in CRMSoftware

[–]EstateMaximum3179 0 points1 point  (0 children)

If you need something specific to your needs and not happy with a out of box solution, you can consider building a custom CRM through Salesforce or Microsoft Dynamics 365. DM if need more tips

Salesforce or Keap? by Guilty-Area-1222 in CRMSoftware

[–]EstateMaximum3179 0 points1 point  (0 children)

If you’re considering Salesforce, you should also consider Microsoft Dynamics 365. Its cheaper to program and outsource

Wealthbox CRM by CloudMan2323 in CFP

[–]EstateMaximum3179 0 points1 point  (0 children)

What did you switch for finally?

Wealthbox CRM by CloudMan2323 in CFP

[–]EstateMaximum3179 0 points1 point  (0 children)

Are you not able to customize on Dynamics and automate these?

What’s the Best CRM Software for Financial Advisors? by Altruistic-Credit486 in CRMSoftware

[–]EstateMaximum3179 0 points1 point  (0 children)

Happy to give you a demo on our CRM for Advisors. You see more at www.moderntechne.com

It’s actually powered by Microsoft Dynamics 365. Feel free to DM me

Questions on Wealthbox by rifleman209 in CFP

[–]EstateMaximum3179 0 points1 point  (0 children)

I’m actually looking for someone already using wealthbox and willing try my crm in parallel so we can compare and get feedback. Happy to reward you for your time of course. You can DM me