With the July 2017 update for Dynamics 365, Microsoft finally introduces a feature that has long been the source of multiple workarounds– everything from custom code to multiple checkboxes to custom entity lookups. All of these were clunky and made reporting difficult.
Microsoft Dynamics CRM updates mid-year are often a recipe of fixes, security updates and tweaks rather than long awaited features CRM users and stakeholders have been asking about for years. However, there are some major additions for everyone to be aware of in the July 2017 v9.0 release.
Having the highest score in “current offering” category, combined with the highest score possible in the product vision criterion, Microsoft is positioned to assist organizations in transforming their sales teams to meet the empowered buyer.
Venerable Chicago construction firm J.C. Anderson, Inc. needed a better way to manage its new business pipeline of tenant interiors and building services projects. PSC Group created a Dynamics CRM Online revenue management tool to help J.C. Anderson, Inc. organize and prioritize the volume and velocity of new project opportunities.