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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.

 
 

CRM Software Research

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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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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8 Proven Steps for a Smooth Microsoft Dynamics CRM Upgrade

The next time you do a Microsoft Dynamics CRM upgrade, you will likely transition to Microsoft Dynamics 365. But you will still be doing an upgrade. So it is good to be clear on the steps involved to make sure it is a successful upgrade. An upgrade is a finite project. There are milestones to complete […]

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Comparison of Microsoft Dynamics 365 Full Users vs Team Member Users

If you want to save money, it is important to understand the license types available in the new Microsoft Dynamics 365. The primary licensing model is a subscription by named user. (There are also device licenses, which is the topic for another post). The two license types we will discuss in Microsoft Dynamics 365 are […]

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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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4 Ways to Transform Your Business with a Modern CRM Solution

In the last few years, automation has become more than a luxury for keeping up with customer expectations, it's a necessity. Our digital world simply provides too many avenues for sales and marketing teams to focus on manually. Even large firms that had seemingly perfected their processes for working with legacy CRM solutions have seen […]

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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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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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Microsoft Common Data Model and Flow and PowerApps…Oh My!

I had a bit of time recently to investigate some of the new and not-so-new technologies coming out of the Redmond campus and things look quite interesting.   Microsoft Common Data Model (CDM) The first piece of the puzzle is something called the Common Data Model or CDM. Surprisingly enough, Microsoft actually chose a nice […]

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Microsoft Dynamics CRM Scores 2 Leadership Positions in Gartner’s SFA Magic Quadrant

Both Microsoft Dynamics CRM On-Premise and Microsoft Dynamics CRM Online earned coveted spots in the Leaders Quadrant of Gartner’s Magic Quadrant for Sales Force Automation (SFA). Only 3 solutions made it into the Leader Quadrant in Gartner’s August 2016 analysis of the SFA market based on hundreds of interviews with customers and vendors as well […]

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