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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

New Feature – Tracking emails on the go is easier with Outlook iOS Updates

To celebrate the second anniversary of the release of Outlook Mobile for iOS Microsoft updated the app with and added a slew of new features including the ability  to activate integrations with several other services, including Evernote, GIPHY, Trello, and Smartsheet. However for CRM users, the most interesting is a full featured integration with Dynamics […]

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Video: Microsoft Dynamics 365 Simplifies Business Intelligence for Amway Business Owners

There is a very good chance you have had at least some interaction with an Amway Business Owner (ABO) or know someone who has. Amway does business in over 100 countries and employs over 19,000 professionals. With Microsoft Dynamics 365, ABOs are able to glean real-time business intelligence wherever they go and do so with […]

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Email vs Excel vs MS Project vs CRM – What is the Best Project Management Tool?

A company does not just decide one day to start using a project management system. If you are a services based company, you have always been managing projects. And you have always had some kind of system in place, even at a most basic level. But at some point you will realize the limitations of […]

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[Video] User Acceptance Testing Can Make Or Break Your Dynamics 365 Project

User acceptance testing is a key piece of any Dynamics 365 CRM project. Basically, it entails getting your users into your system to try out some common workflows and day-to-day tasks to make sure they actually work before you launch the full project. If done correctly, it can really smooth out the launch of your […]

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New Quick Quote Tool for Microsoft Dynamics 365 Gives Instant Pricing and Cost Information

Microsoft Dynamics CRM is now sold as part of Microsoft Dynamics 365, the new cloud-based CRM/ERP system that runs on a Microsoft Azure platform. What does this mean for you? For starters it means all of your sales, customer service, field service, marketing, project service automation, operations and even financials can be done from one […]

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What You Need to Know about the Hustle and [Microsoft] Flow

After attending a recent webinar hosted by Jerry Weinstock of CRM Innovation, it was clear that the power of the new Microsoft Flow is an exciting prospect for us non-coders to get in the game when it comes to interacting with Microsoft Dynamics 365. Can’t you hear it now: “I’m just going with the flow…the […]

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10 Things To Like About The Dynamics 365 App for Outlook

Following a preview release in 2016, a new Microsoft Dynamics 365 app for Outlook is now available. The initial preview had some limitations but Microsoft released an enhanced app as part of its December 2016 update. Compared to the installed plugin, the new App for Outlook runs server-side to reduce some of the heavy lifting from […]

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Stronger Engagement Through Lead Tracking

Generating leads and acquiring new customers is the lifeblood of every organization. Many organizations believe that satisfied customers and referrals are their best sources of leads. That’s certainly a sound principle and something to strive for but unless you’re measuring and tracking where your leads are coming from, this belief is anecdotal and little more […]

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5 Reasons You Should Not Settle For an Outdated CRM System

Are you still using a Rolodex? Early CRM systems were really nothing more than computerized versions of a Rolodex. It was all based on contact records which were basically just electronic business cards. Eventually systems got better at account rollup, tracking opportunities and reporting.  But it was still just business contact management. What is available now […]

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Microsoft Dynamics 365 and The Internet of Things (IoT)

The Internet of Things (IoT) provides a variety of opportunities for business software users. Companies that utilize ERP and CRM solutions often look for information sources to feed into the systems that will give employees and decision-makers a 360-degree view of daily operations. Now that employees can carry connected devices and report activities from the […]

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