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

 
 

by ISV/Add On Partners

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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Email Address Verification for Microsoft Dynamics CRM/365

When adding leads and contacts to Microsoft Dynamics CRM/365 wouldn't it be nice if the email address could be verified automatically? Incorrect email addresses prevent your messaging from reaching the intended recipient and causes headaches for marketers. We have developed a solution - Email Verification for Microsoft Dynamics CRM/365. As you enter a lead or […]

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Offer Outstanding Customer Service Experiences with Microsoft Dynamics 365

Having to contact support is hardly anyone’s idea of fun. However, Microsoft Dynamics 365 for Customer Service provides all the tools needed for your organization to make the experience as smooth as possible for both your customers and agents. A customer service experience that exceeds expectations and honors your organization’s commitments will ensure your clients’ […]

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Customer Voice Propels Microsoft’s Business Forward Movement

I recently watched the live streaming session “Microsoft Business Forward” featuring Satya Nadella, James Phillis and a few others. They discussed some interesting concepts around understanding and satisfying customer needs, simplifying your operations and streamlining your processes, growing loyalty with your customers, and how to find the right customers and close deals faster.   Satya […]

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Upload CRM Word Templates to SharePoint or attach to Email

With Microsoft CRM Word Templates, CRM users can create impressive documents with fields from CRM records and related entities, inserted into the document. Dynamics PDF-Docs is an essential tool for CRM users that in one click of a button can PDF the Word Document or upload the document, in Word or PDF format, to SharePoint. […]

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Connectez-vous à Microsoft Dynamics 365 plus facilement que jamais avec les nouvelles licences Team Member

Microsoft Dynamics 365 est maintenant plus accessible que jamais. Auparavant, le coût des licences limitait l’utilisation du CRM aux ressources en ayant absolument besoin pour effectuer leurs tâches, même si d’autres auraient pu en bénéficier pour améliorer leur productivité et faciliter leurs activités. Maintenant, une nouvelle option de licence appelée Team Member permet à un […]

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Connect to Microsoft Dynamics 365 More Easily than Ever With Team Member Licenses

Microsoft Dynamics 365 is now more accessible than ever. Previously, the cost of licenses often restricted access to the CRM to resources who absolutely need it to perform their tasks, even though others may have benefited from having access to its data and tools to improve their productivity and facilitate their activities. Thanks to a […]

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The Value of CRM Mapping for Sales Professionals

Here’s the beauty of integrating Dynamics 365 for Sales with a CRM mapping application: raw CRM data comes alive on an interactive map so you can quickly visualize what would have taken hours to analyze in a spreadsheet. What value does this have for sales reps? It helps them see exactly where their best customers […]

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If You’re App-y and You Know It, Clap Your Hands

Come one, come all! It’s the newest show in town! There’s sure to be something for everyone, a smorgasbord of enticing apps to pique your interest, with free trials to boot!   I know what you’re thinking… and no, the digital circus isn’t pulling into a website near you. I’m actually referring to the Microsoft […]

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Can you survive without PDF-Docs?

Most organizations want to present a corporate image when they communicate externally, so that all their communications are instantly recognized. The most common documents are quotes, orders, invoices, and service agreements. These documents are designed with Microsoft Word, and Emailed as PDF attachment to clients. With Dynamics Docs and Dynamics PDF-Docs, CRM users can create […]

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