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

 
 

 

Dynamics PDF-Docs is an upgrade on our successful Dynamics PDF add-on for CRM. Dynamics PDF-Docs can generate PDF Word documents in CRM 2016 and, in one click, attach them to Notes or send them as PDFs in Email attachments. Dynamics PDF-Docs can be triggered as a workflow. With Dynamics PDF-Docs users can schedule a workflow […]

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Beginning January 12, 2016, only the most current version of Internet Explorer available for a supported operating system will receive technical support and security updates. See the Lifecycle FAQ here for more details.   So what does this mean for CRM 4 clients?   Microsoft Dynamics CRM 4.0 relies on Internet Explorer 8 and Internet Explorer […]

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Microsoft Dynamics CRM 2016 offers businesses advanced features for customer data analysis. Not only can the CRM solution capture the information generated by consumer engagement with a company and online marketing content, it can also use modern machine learning tools to provide users with analytical interpretation of customer actions and behaviors. CIO Today detailed how […]

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Microsoft Dynamics CRM 2016 focuses on three key areas of enhancement in the latest release which help sales teams deliver smarter, faster and more accurate results. The three key areas are Productivity, Intelligence and Mobility. Productivity – CRM seamlessly embeds productivity tools, including Office 365 and Power BI, SharePoint and OneDrive for Business. Boost sales […]

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When was the last time you had a "behavior" problem with the date field in Microsoft Dynamics CRM? Well, for many of us the answer might be “recently”. Before the introduction of the "behavior" modifier for date fields, things could get a little confusing and problematic in certain situations. Let's look at how to improve […]

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A key component of successful marketing is measuring the results of your marketing activities and the revenue they ultimately generate for the organization. Since marketing is not directly involved in the sales process, it is incumbent upon the sales staff to gather information about the origin of the lead.  Communication between the sales and marketing […]

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Getting your sales team on board with a new Microsoft Dynamics CRM adoption can be a tough task to handle and can take a lot of convincing on management's part. Change can be tough for anyone, but with the help of a new CRM system like Microsoft Dynamics, the positive difference team members will see after […]

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 Are you part of a small business? Does your company struggle to define points of emphasis when utilizing Dynamics CRM?   Download our latest Infographic: 7 Small Business Best Practices in Microsoft Dynamics CRM. It's a quick overview of the areas you should be dedicating your time and resources to in Dynamics CRM that will produce […]

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MS Dynamics CRM vs Salesforce  Sign up for a free CRM course! Learn more about CRM's features You can now brand your CRM! Themes allow you to apply your distinct logo and color scheme to your Dynamics CRM environment. Three simple clicks and you are well on your way to a CRM environment with a look […]

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