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

 
 

 

We are pleased to release Dynamics SPO- SharePoint Organizer. Dynamics SPO has two functions. In this post we describe the Email to SharePoint functionality. The other function is an improvement on the CRM out of box integration with SharePoint (Read more about: #CRMfromMarsSPfromVenus ) Consider an organization selling IT projects or any organization that needs […]

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Why do customers stop doing business with you? Do you know the #1 reason customers stop doing business with a business? You'll be surprised that the answer isn't that a company's pricing is too high or their product insufficient. According to Hubspot, 82% of customers have left a company because of a bad customer service experience.  […]

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MS Dynamics 365 for Sales vs Salesforce Sign up for a free Dynamics 365 for Sales course! Learn more about Dynamics 365 for Sales features   According to Innovation, Science and Economic Development Canada, there are 1.1 million small companies (1-99 employees) in the country. However, 60% of small businesses fail within the first five […]

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There is an update forthcoming to the Dynamics 365/CRM platform in July - Microsoft Dynamics 365/CRM July 2017 Update . So what’s new? Unified User Interface – Microsoft is releasing user interface improvements designed to unify and improve the interface. Improvements include a new activity timeline for mobile with inline actions and new custom controls and expanded […]

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We recently got our first business application (app) published to the Microsoft AppSource. Yay (and Phew!)! It was exciting to finally get it out there live, but the process was a longer and more rigorous than we first thought. One of the biggest challenges we faced was a lack of information, that wasn’t listed anywhere. […]

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As Microsoft tends to do whenever June rolls around, they start making numerous changes to product names, prices and offerings. All coinciding with Microsoft's fiscal year end and the expected release of the July Edition of Dynamics 365, Microsoft is changing the Plan Name for the following Dynamics 365 editions. Effective July 1st the following […]

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MS Dynamics 365 for Sales vs Salesforce  Sign up for a free Dynamics 365 for Sales course! Learn more about Dynamics 365 for Sales features In December 2016, the world got to know that Microsoft acquired LinkedIn. Now we can see the first results of this deal – Microsoft has announced that Dynamics 365 for Sales […]

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Our campaign for “CRM is from Mars, SharePoint is from Venus”, promoting better integration between Microsoft Dynamics CRM and SharePoint, is just gaining momentum, with due to be released new amazing add-ons to CRM, to do just that. It makes sense managing documents in SharePoint using metadata retrieved from the related records in CRM.  Isn’t […]

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In the last post I examined the main reasons for CRM project failure. In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them. The topic for this post will be – Lack of Proper Requirements Analysis Before Implementing. […]

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The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today's customers expect service at their fingertips. In fact, 90% of customers in the US expect […]

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