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

 
 

 

Early last week, I told a prospect I would send a white paper later that week. When the day came and I had completely forgotten about our conversation, Cortana (Microsoft’s AI platform) sent me a reminder that I promised to send the information. With this, I realized that Artificial Intelligence (AI) is already a part […]

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Dynamics CRM integration with SharePoint If you are not happy with Dynamics CRM (Dynamics 365) and SharePoint out-of-box integration with SharePoint then Dynamics SharePoint Organizer (SPO) is the tool you need. If you pay hefty price for Dynamics CRM storage then upload your documents, from Emails and Notes to SharePoint, and save money. Dynamics SharePoint […]

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What makes a CRM software truly valuable is not the ability to track every movement your membership base makes, but the amount of critical data that you are able to collect once the system is properly adopted.  The newest versions of Microsoft Dynamics 365 for Sales are furthering the ability for automation, tracking of member […]

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The flexibility of a CRM solution such as Microsoft Dynamics 365 allows you to turn it into the heart of your organization’s operations. You can then use it as the entryway from which all your activities can be completed. It can also integrate a solution specifically designed for your industry, allowing you to complete all […]

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Microsoft Shifts the Focus to Customer Engagement for SFA   Microsoft has invested heavily in cloud-based solutions and the results are paying off.  Forrester has released a new report that details Microsoft's ascent to the coveted "Strong Leader/Strong Strategies" (the holy grail!) quadrant for Sales Force Automation.  Microsoft's Dynamics 365 for Sales and Marketing, along with […]

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 MS Dynamics 365 for Sales vs Salesforce Learn more about Dynamics 365 for Sales features It's a big misunderstanding that if you just buy and implement a CRM system, it will immediately boost your revenue. Getting a CRM system on board, is just the tip of an iceberg. Below are three tips on how to […]

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In this article, we are going to take a glance at the user experience refresh coming in the July 2017 release of Dynamics 365.   Dynamics CRM 2013 introduced a redesigned User Experience including simplified navigation, flat user interface and a new form model with an optimized layout. While the updated User Experience provided an […]

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There is exciting new functionality ready to be rolled out to Dynamics 365 customers. Join us on Tuesday September 5th at 1pm EST for a free webinar where we will demonstrate the new features being rolled out. Top new features include: Unified User Interface Virtual Entities Customer Insights experience Mobile Improvements Business Edition LinkedIn Integration […]

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In the Microsoft vs Salesforce war, there is a new leader. I have been in the Microsoft Dynamics CRM/365 space for over 14 years. Ever since I can remember Salesforce led most analysts’ reports on CRM/Sales Force Automation. There are a few key reasons why: Salesforce.com was launched in 1999, Microsoft released Dynamics CRM in […]

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SharePoint and Dynamics CRM are excellent products from Microsoft. Is your organization utilizing the CRM and SharePoint integration at satisfying level of efficiency and productivity? As the developers of Dynamics SPO and Dynamics PDF-Docs, for limited period of time only, we are offering free online meeting to discuss with you, on how to improve CRM […]

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