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

 
 

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Just do it – Setup Multi Factor Authentication with Microsoft Office 365 & Dynamics CRM/365

Security is on everyone’s mind and has been for quite some time. I can think of no other top of mind security concern than securing data in Office 365 and CRM. The "standard" level of security with Office 365 & Dynamics CRM/365 is a just a password. Passwords can be guessed, hacked, shared unintentionally putting […]

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2 Ways User Acceptance Testing Can Lower Microsoft Dynamics 365 Development Costs

Are you ready to kick the tires on Dynamics 365? When we are working on a Microsoft Dynamics 365 (formerly Dynamics CRM) development project we will release it, in intervals, to a staging environment. This allows you as the customer to “kick the tires” and validate that what we have delivered is what you expected. […]

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Ability to have Multiple Contacts on Leads

If you are using Microsoft CRM/Dynamics 365 you have probably scratched your head wondering why Accounts allow you to have multiple contacts associated but Leads only allow you to have a single contact. This has been the design of Microsoft CRM from the beginning and it never made sense to me. I have worked with […]

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Need Help Configuring AlwaysOn Availability Groups for Dynamics CRM 2016?

Configuring Dynamics CRM 2016/2015 with SQL Server 2014 AlwaysOn Availability By Shashank Chandra, Sr. Dynamics CRM Consultant Microsoft SQL Server Availability Groups provide a comprehensive high availability and disaster recovery solution. In this blog post we will see how to configure Dynamics CRM 2016/2015 with SQL Server 2014 AlwaysOn Availability Groups. The diagram below illustrates the […]

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The Transition to Microsoft Dynamics 365 – Part 2

In today’s blog post, I want to review the transition pricing for a small to mid-size customer using a typical customer example. This transition from Microsoft Dynamics CRM to Microsoft Dynamics 365 can be as complex, or as easy, as you want to make it. This post will be longer than normal but the information […]

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The Transition to Microsoft Dynamics 365 – Part 1

As we all transition from Microsoft Dynamics CRM to Microsoft Dynamics 365, I want to provide more information as to what you can expect as a Dynamics CRM customer. We will be hosting an informational webinar November 9th. This webinar will provide general information, transition pricing, and options. After the webinar, we will have scheduled […]

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Mobile Sales & Field Service Offline Mobile CRM for Dynamics CRM and Salesforce

Resco, a leading provider of cross-platform mobile CRM solutions to businesses of all sizes has made an announcement today. Their number one fully-fledged offline mobile CRM solution is available to the Salesforce community using mobile sales and field service. Thereby, extending their overall strategy and bringing a platform to any organization that utilizes Salesforce solutions […]

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Have You Seen the Official Microsoft Dynamics CRM Roadmap Website?

Microsoft wants to keep you up to date. According to Microsoft the Dynamics CRM roadmap website at http://crmroadmap.dynamics.com/ “provides a snapshot of what we’re working on in the Dynamics CRM business. Use the roadmap to find out what we’ve recently made generally available, released into public preview, are still developing and testing, or are no […]

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How Do You Begin Fixing Your CRM?

    A Tiered Approach to CRM Another way of looking at the issue of overhauling your CRM is a three-tiered approach. The first tier is technical.  How well is CRM actually working in your technical environment?  This is often the lowest tier because with most well established CRM systems the technical side is a […]

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What’s Involved in a Microsoft Dynamics CRM 2016 Upgrade? [Infographic]

Microsoft Dynamics CRM 2016 is full of new features that will convince you there’s never been a better time to upgrade from Microsoft Dynamics CRM 2011, 2013, or even 2015. But what does it take to upgrade from an earlier version of Dynamics CRM to 2016 if you have an on-premise solution? This blog post will to […]

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