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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.

 
 

 

With Tuesday's approval by the EU of the $26B purchase of LinkedIn, Microsoft can finally get down to revealing its plans for the massive data held by the Social Media giant. In an article on mspoweruser.com, eight integration scenarios were revealed, and we were happy to see that one of them includes Dynamics CRM. The […]

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  Let's hear it for Microsoft for listening to its users! Editable Grids have been one of the most requested features over the last several iterations of Dynamics CRM. There have been several add-ons for Dynamics CRM to add this functionality; however, they were usually either very expensive or underpowered.  The first editable grid solution came with […]

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October 31, 2016, is a monumental day for a lot of folks who have a long history with Microsoft Dynamics CRM. Dynamics CRM as a product name goes away, to replaced with a new moniker – Dynamics 365. As someone who was tangentially involved with Dynamics CRM since version 1.0 was released back in 2003 […]

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Unlike Dynamics CRM, with the new Microsoft Dynamics 365 pricing model, more users equals a lower cost per user. This is technically called “tiered” pricing, but “waterfall” is common industry term and better evokes the image of a downward flow of your cost per user. Let’s look at the Dynamics 365 waterfall pricing in its […]

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Beringer Associates is always looking for new and innovative ways to make Microsoft Dynamics CRM work for you and your company. One major part of designing a CRM system is to set guidelines on how Users should proceed through a system. For example, if they should enter potential customer contact data into a Lead Entity […]

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Throughout this series on CRM optimization and the evolving needs of our clients, I have written at length about the trend for organizations to shift their focus and expectations regarding their CRM systems.  When leaders stop viewing their CRM systems as simple tools, and begin seeing them as a performing asset, they allow their CRM […]

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Organizations that target consumers (B2C) have successfully leveraged email and social media to market their products and services for years. However, organizations that target other businesses (B2B) have been slow to adopt social marketing in a meaningful way, even though social marketing has proven effective in the B2B marketplace (see the Harvard Business Review article, […]

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A CRM application is useful in and of itself as it allows you to manage everything from your clients to your various contacts, not to mention help you handle your customer service process as well as marketing activities. But customized to fit and enhance your processes, your CRM will take your business to the next […]

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Scheduled to go into effect on April 10, 2017, the Department of Labor (DOL) Fiduciary Rule is a hot topic among financial advisors including broker/dealers, asset managers, and wealth managers because it has a dramatic impact on how financial advice is given in the United States. The rule's goal is certainly worthy. It protects investors by requiring financial advisors […]

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Many companies are anxious to know what will be in included in the Dynamics 365 Marketing app. that is scheduled to be released in Spring 2017 for Dynamics 365 Business Edition. Although it is not finalized and details may change, we have seen some exciting preview information. We know that the current Microsoft Dynamics Marketing […]

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