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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

 

Why Use CRM? So if CRM solutions for the healthcare industry have been around for around 15 years, why are only about 15% of healthcare providers utilizing them?  The benefits to using Microsoft Dynamics 365 in the healthcare field can be considerable. Providing exceptional customer service is imperative to ANY business, but particularly so in […]

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With Dynamics PDF-Docs CRM users can, in one click of a button or with workflow PDF CRM Word Template Attach the PDF document to the record Notes Attach the PDF document to an Email Preview the document Save to SharePoint as Word or PDF format Perform all above functions with Workflow, plus these extra features […]

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Are you ready to kick the tires on Dynamics 365? When we are working on a Microsoft Dynamics 365 (formerly Dynamics CRM) development project we will release it, in intervals, to a staging environment. This allows you as the customer to “kick the tires” and validate that what we have delivered is what you expected. […]

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Consider a transport company that offers clients delivery services to different addresses and prices that vary based on size, weight, and preferred method of delivery. Or a company that provides IT support services committed to be delivered on predefined schedule. In both cases there is an agreement or service contract, a document that sets out […]

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When it comes to email marketing, success can often be more dependent on your lists than the message itself. After all, how well will your email perform if it doesn't reach your intended recipients? If you have worked hard to maintain clean marketing lists – great! But now what? How do you maximize the potential […]

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At its recent Business Forward event, Microsoft showcased Dynamics 365 for Talent which is scheduled for release from July 2017. This is a new standalone cloud-based Human Capital Management (HCM) application that utilizes Microsoft Common Data Services. Some of these capabilities have been built out from the HCM capabilities of the Dynamics 365 Operations app […]

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Salesforce or Microsoft Dynamics 365 - Which is the better choice of CRM solutions? When choosing a Customer Engagement solution for your organization, the options are more and more focused on two choices - Microsoft Dynamics 365 or Salesforce. Both are mature solutions and recognized market and feature leaders. Having assisted dozens of clients make […]

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Mobilizing the way your company does business and solidifies sales is one of the first steps in creating a successful business model. Providing sales and service personnel with data like inventory availability and current pricing, creates this ability to do business on-the-go. Having to wait to receive a quote for several days gives customers the […]

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I recently watched the live streaming session “Microsoft Business Forward” featuring Satya Nadella, James Phillis and a few others. They discussed some interesting concepts around understanding and satisfying customer needs, simplifying your operations and streamlining your processes, growing loyalty with your customers, and how to find the right customers and close deals faster.   Satya […]

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What is Coaching? Coaching is a free add-on for Dynamics 365 or CRM Online available to install from the Dynamics Marketplace.  Coaching enables organizations to quickly onboard new employees by combining two popular Dynamics 365 features, Business Process Flows and the Knowledgebase. Business Process Flows (BPF)  are a great method for giving structure to business […]

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