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

 
 

About Microsoft Dynamics 365

3 ways to transform your business

If you're looking to make changes to your business, take a look at Microsoft Dynamics 365. This robust, easy-to-use system eliminates data silos from your company, which improves the transfer of data and the flow of communication within an organization. Managers will also love Microsoft Dynamics 365's adaptability. C-Suite executives have enough to worry about […]

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Email to SharePoint 2 upload Documents

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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The 10 Mistakes of Bad Customer Service

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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It Takes a Team to Raise an App

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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Microsoft Changes Dynamics 365 Plan Names

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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#CRMfromMarsSPfromVenus Think BIG #MSDyn365 integrated with #SharePoint

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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Part 2 – User Adoption with Microsoft CRM/Dynamics 365. Do you have it?

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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Customer Self-Service – Your Portal to Success in the Digital Economy

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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New Names for Dynamics 365 Plans

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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Emails have feelings too!

Emails have feelings and so do cases, web form submissions, survey responses, and any other text based field in your Dynamics 365 (CRM) system!   You receive communications from your customers on a daily basis from a variety of sources, such as email, web submission forms, support cases, etc. Imagine if you could have instant […]

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