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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.

 
 

About Microsoft Dynamics CRM

Improve Customer Service and Customer Experience with CRM

Your sales and customer service teams work hard to keep your customers happy. Providing a superior customer experience is just as important as providing high quality products or services. Arm your front-line team with the technology that improves customer service and provides a seamless experience for your customers. Replace outdated systems with an innovative customer […]

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5 Reasons Selling Dynamics 365 CRM is a Great Opportunity

Selling Dynamics 365 CRM was not something that I started out doing for a career. I started out as an accountant who loved using technology. My first tech job was setting up my accounting firm's token ring network. Eventually, my love for computers led me to a career selling technology solutions, but it wasn't until I started […]

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Add-On Functionality to Microsoft Dynamics CRM

Take Dynamics CRM to the next level with add-on functionality that delivers additional benefit to the organization.   Here are some projects completed in 2016: Mobile Access Web page forms, designed for mobile devices, allowing users to easily create records in CRM. Tools for salespeople, to retrieve crucial and updated sales information from CRM, when […]

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Keeping it Clean – Tips To Declutter Your CRM

It’s a New Year with a fresh start.  And a great time to de-clutter your CRM. CRM usually doesn’t make our lives easier.  It helps management collect relevant information about our “Customers,” the relationship we have with them, and with that data collection, make important business decisions.  You have all heard the saying, “You need […]

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Implementing Dynamics 365 at a Small Business – a Blueprint

enCloud9 specializes in working with small to midsized businesses to implement Dynamics 365 in their organization. We shy away from cookie cutter projects and instead work with the client to make Dynamics 365 work with the client's business in the most effective way possible. So even though each project is unique, they all have a certain […]

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CRM Optimization: 5 New Ways To Grow Existing “Customer” Relationships

I began this series on CRM optimization and the evolving needs of our clients by writing about the shift in focus and expectations regarding CRM systems. When an organization changes their mindset from viewing CRM as a tool to seeing it as a performing asset, they see, as many of our clients have, that their […]

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CRM 2016 Word Templates and custom entities (Part 2)

In previous post, related to CRM 2016 Word Templates issues, we showed how to add custom entity to workflow step SetWordTemplate, for example, to send a Word Template as an attachment to an Email, with Dynamics PDF-Docs (read more). In this post we provide a free of charge tool to migrate templates from one CRM […]

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CRM 2016 Word Templates and custom entities (Part 1)

There are two related issues with Microsoft Dynamics CRM 2016 Word Templates, when they are designed for custom entities. The first issue is to add the step “SetWordTemplate” to a workflow, the other one is importing Word Template designed in one CRM instance (like Sandbox) to another CRM (like Production CRM). The first issue will […]

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Utiliser des workflows pour optimiser vos processus d’affaires avec Microsoft Dynamics 365

Un des principaux avantages des plateformes Microsoft Dynamics 365 et Microsoft Dynamics CRM est qu’elles peuvent être facilement optimisées pour répondre à vos besoins d’affaires et s’adapter aux processus de votre entreprise. Une façon simple d’améliorer votre productivité est l’utilisation de workflows (flux de travail). Cette fonctionnalité permet de rationaliser vos processus d’affaires et d’améliorer […]

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Using Workflows to Optimize your Business Processes in Microsoft Dynamics 365

One of the major advantages of the Microsoft Dynamics 365 and Microsoft Dynamics CRM platforms is that they can be easily adapted to fit your business needs and optimized to match your organization’s processes. One simple way to improve productivity is through the use of workflows. This feature makes it easy to streamline your business […]

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