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A panel of Microsoft Dynamics CRM/Dynamics 365 experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

 

Previously, we introduced the top 3 questions asked when considering an upgrade to Dynamics 365  (when, licensing, and new features). In conclusion, we identify key items needed for a full upgrade path:   Update Custom Components, Code and Migrate Data An admin or developer may need to update your custom components, to ensure compatibility with the latest release. […]

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One of the newest services from Microsoft is Flow - a cross application workflow and integration tool very similar to more established services like IFTTT and Zapier. Even though the service has been out of preview only since November 2016 it already integrates more than 80 services, with more coming on each month. January 2017 […]

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In late December 2016 Microsoft released a new solution for Dynamics 365 called Organization Insights that surfaces a set of kpis that provides administrators with a deep understanding of Dynamics 365 adoption and troubleshooting for potential problems. Among the kpis surfaced include charts that can measure and identify: Active and Inactive users Entities by number of records and storage usage […]

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Take Dynamics CRM to the next level with add-on functionality that delivers additional benefit to the organization.   Here are some projects completed in 2016: Mobile Access Web page forms, designed for mobile devices, allowing users to easily create records in CRM. Tools for salespeople, to retrieve crucial and updated sales information from CRM, when […]

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When deciding which solution to select for a CRM implementation, there are a number of considerations decision-makers must take into account. The modern consumer landscape creates unique challenges and companies can't overlook customer expectations while implementing a CRM solution. A recent JD Power survey indicated one important trend businesses must recognize is younger customers speaking up […]

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It’s a New Year with a fresh start.  And a great time to de-clutter your CRM. CRM usually doesn’t make our lives easier.  It helps management collect relevant information about our “Customers,” the relationship we have with them, and with that data collection, make important business decisions.  You have all heard the saying, “You need […]

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If you are ready to make your business more productive and begin its cloud transformation, maybe it's time to a look at Dynamics 365. Whatever the size of your business, Dynamics 365 can be beneficial. Dynamics 365 is the only cloud-based solution that provides what you need for CRM and ERP all in one place. But its not just CRM […]

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Harnessing the correct communication channels and using them in the right way to facilitate project management is one of the biggest stumbling blocks faced by project stakeholders. Microsoft Gold Partner Mint Management Technologies’ Senior CRM Project Manager Ross Musselman provides insights and experience into formulating a channel model for streamlined project management with successful outcomes. […]

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In Microsoft Dynamics CRM, your contacts are moved by default into your Contacts address list in Outlook.  However, Outlook defaults to your Global Address list, which means you do not automatically see your CRM contacts in Outlook.  In this article, we will assist you with updating your default address list. To set your default address […]

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enCloud9 specializes in working with small to midsized businesses to implement Dynamics 365 in their organization. We shy away from cookie cutter projects and instead work with the client to make Dynamics 365 work with the client's business in the most effective way possible. So even though each project is unique, they all have a certain […]

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