CRM

How Equipment Manufacturers Can Create More Value From Customer Relationships

How Equipment Manufacturers Can Create More Value from Customer Relationships CRM technology for Equipment Manufacturing companies — with Sikich as your consulting partner We…

Using OpenAir With Identifying Sales Opportunities

OpenAir is a Professional Services Automation Solution that is owned by NetSuite. It provides resource management, project management, project accounting, invoicing, and time and…

Dynamics 365 Transition to Unified Interface

Microsoft made an announcement last Fall 2019 that customers of the Dynamics 365 Customer Engagement will need to transition to the new Unified Interface…

How to Conduct a MS VAR Change

At Sikich, we go through the process of helping companies switch to us as their Microsoft Partner of Record (Dynamics 365, GP, CRM) quite…

XrmToolbox Basics

With so many tools at our disposal for Microsoft Dynamics CE, all of which help make the work of module configuration easier and more streamlined,…

What’s the Difference Between Sales Enterprise and Sales Professional?

As you’re setting up Dynamics 365, but you aren’t sure if Dynamics 365 for Sales Professional or Sales Enterprise is the best fit for your organization…

Dynamics 365 CE Multi Select Option Sets

Multi Select Option Sets were introduced in version 9.0 of Microsoft Dynamics 365 CRM. This field allow a user to select multiple options without…

Data Migration Best Practices

This post will help prepare you for the migration of your data from your current systems into Salesforce. It provides best practices and insights…

Who Should Be Part of an Implementation? And When?

Before you begin your Salesforce implementation, it is important to align internally on who will be a part of the project and the responsibilities…

7 Tools to Increase Your Productivity in Salesforce

We asked our consultants about their favorite tools to use alongside Salesforce. Here is what they said: Duplicate Check The all-in-one solution for de-duplication:…

Approach to Salesforce Data Cleansing

Successful implementations rely heavily on the cleanliness of data migrated into your Salesforce environment. Bad data will negatively affect user adoption, so adequate time…

You Convinced Your Company to Buy Salesforce. Now What?

Choosing the right CRM for your company and industry proves to be quite the task. As soon as you say the word “CRM,” you…

Why Should You Hire a Salesforce Consultant?

Industry Knowledge Consultants work with a variety of industries and implement Salesforce differently for each of them. A consultant will use their industry knowledge…

How to Customize Dynamics 365 CE Themes and Colors

Microsoft Dynamics 365 CE (D365CE) look and feel can be customized to meet a customer’s individual needs. This is done through adding of company…

5-Step Plan to Prepare for a Salesforce Implementation

Once you have purchased Salesforce, it’s time to make it custom to your business. Here is a quick guide on the things you should…

Dynamics 365 CE vs Finance and Operations – Which One Is Right for You?

Okay, D365 CE vs D365FO is a trick question, right? Not really. Dynamics 365 Finance and Operations (D365FO) is a really sophisticated, robust, and…

Dynamics 365 CE Option Sets vs Lookups

At some point in every Microsoft Dynamics 365 CE project, there comes a time where you find yourself with a requirement for a picklist…

Understanding Modern Business Applications

So, what does this all this talk about the modern business applications mean? Does it mean business apps still post GL journal entries? Sure…

Is This the End of Salesforce Classic?

Salesforce Lightning is the future of the platform. A modern new user interface that looks beautiful, improves processes, and solves problems with clicks not…

Solution Architect Notables With Dynamics 365 CRM/CE

Notable Flow In the past month I’ve had 3 requests to send emails on a daily/weekly basis. With On-Premise Dynamics, this was possible via…