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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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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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Pourquoi vous devriez consulter vos tableaux de bord Microsoft Dynamics 365 de façon quotidienne

Les tableaux de bord Microsoft Dynamics 365 (connu auparavant sous le nom de Microsoft Dynamics CRM) sont des outils puissants pour toute entreprise: ils vous permettent de visualiser vos données de différentes façons pour mieux répondre à vos besoins spécifiques et découvrir de nouveaux aperçus sur vos opérations et vos affaires. Dynamics 365 met à […]

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Why You Should Review Your Microsoft Dynamics 365 Dashboards Daily

Microsoft Dynamics 365 (previously Dynamics CRM) dashboards are a powerful tool for any business to have: they allow you to visualize your data in various ways to best meet your specific needs and uncover new insights into your operations and business. Dynamics 365 puts both predefined and customizable dashboards at your disposal for you to […]

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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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CRM Software Blog Top 10 CRM Posts for 2016

The CRM Software Blog provided a wealth of Microsoft Dynamics CRM in 2016. See which posts were the most popular this year and congratulations to our top authors: Microsoft Dynamics CRM: SubGrid Control Functions by Beringer Associates Microsoft Dynamics CRM 2016 – Voice of the Customer Surveys by Beringer Associates   Free Download of CRM 2016 […]

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Take the Mystery out of CRM Pricing with Our Quick Quote Tool – Easy as 1-2-3

Why should CRM pricing be a mystery? Unfortunately, the answer is that, for whatever reason, it’s really hard to find CRM (Customer Relationship Management) pricing on the Internet. Vendors and providers for some reason hesitate to put their pricing on the Web. But wait! There is a solution to every problem and in this case, […]

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Word Document Templates that use FetchXML for Complex Data Retrieval

Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But […]

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Quels sont les avantages d’un outil de gestion de la relation client (CRM) Microsoft Dynamics personnalisé?

Une application CRM est utile en tant que telle puisqu’elle permet d’effectuer la gestion de vos clients et contacts, de votre processus de service à la clientèle et de vos campagnes marketing. Mais une fois personnalisée pour s’adapter à vos processus et les améliorer, votre solution CRM peut pousser votre entreprise encore plus loin: elle vous […]

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What are the Advantages of Customizing Your Microsoft Dynamics Customer Relationship Management (CRM) Tool?

A CRM application is useful in and of itself as it allows you to manage everything from your clients to your various contacts, not to mention help you handle your customer service process as well as marketing activities. But customized to fit and enhance your processes, your CRM will take your business to the next […]

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What Microsoft Dynamics 365 means for CRM pricing and competition

Microsoft Dynamics 365 provides a lot of insight into where Microsoft has been, as well as where it is going with both its ERP and CRM lines. A single business platform and common data model that simplifies IT and application integration has been a decades-old vision of Microsoft’s, and has come to fruition with the release of Microsoft […]

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