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

 
 

Microsoft Dynamics CRM 2013

5 Ways to Increase User Adoption in Microsoft Dynamics CRM [Free eBook]

Did you invest in Microsoft Dynamics CRM only to discover that no one is using it? Are your users stuck in their old habits instead of embracing the new system? Don't worry! You aren't alone. User adoption is the biggest issue businesses face when implementing Microsoft Dynamics CRM. Download our latest eBook to understand the […]

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Defining Marketing ROI in Microsoft Dynamics CRM

A key component of successful marketing is measuring the results of your marketing activities and the revenue they ultimately generate for the organization. Since marketing is not directly involved in the sales process, it is incumbent upon the sales staff to gather information about the origin of the lead.  Communication between the sales and marketing […]

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7 Small Business Best Practices in Microsoft Dynamics CRM [Infographic]

 Are you part of a small business? Does your company struggle to define points of emphasis when utilizing Dynamics CRM?   Download our latest Infographic: 7 Small Business Best Practices in Microsoft Dynamics CRM. It's a quick overview of the areas you should be dedicating your time and resources to in Dynamics CRM that will produce […]

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Recurring Invoices / Subscription Invoicing System

If you offer clients periodical services or subscription-based products, you need to invoice them, usually once a month or within agreed billing cycle. Dynamics Workflows version 5 provides a flexible system to create recurring invoices based on Invoice Templates, Invoice Line Items Templates and workflows to automatically generate invoices every billing cycle and for the […]

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I Survived My First CRMUG Summit

The most recent Summit in Reno was my first CRMUG Summit experience and to say I was a “newbie” would be the understatement of the century! You see…the week before CRMUG Summit, was also my first week with Rockton Software, where I began a new position as Marketing Assistant. Coincidentally, that was also my first […]

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CRMUG Summit & Product Announcement

Thank you to those who were able to make our “Increase Your Engagement, Not Your Budget,” session at CRMUG’s The Summit event! During our session we had the opportunity to show you the value of Peak Portals, have a customer tell you how the portal has been a value to them and also had the pleasure […]

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Streamlined for Your Small Business, No Accounting Degree Required

Recently, I completed a month-long online Accounting course that I thought would be a refresher; I also wanted to improve my overall Accounting knowledge. I took a number of accounting courses in college and have worked in Accounting Software for the past 15+ years, so I felt that I had a good grasp of the […]

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Jinan Construction Generates 300 Legal Contracts with Merge Fields from Dynamics CRM

Jinan Construction is a Chinese company developing multi-storey residential towers in countries like Australia and Asia. Flat’s prospects and buyers are managed with Dynamics CRM. The CRM solution includes, among other entities, the Legal Contract entity that stores the purchaser’s details and child entities (1:N) to manage payments schedule, clients requests for custom design and […]

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5 Keys to a Successful Dynamics CRM Discovery Session

Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. But there is also some work the client can do to ensure a positive result. Clients can help ensure a successful implementation by paying attention to […]

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Dynamics Signature with CRM Workflows

In a previous post I presented the features of this smart application, Dynamics Signature. In a well-organized company, it's common practice that all CRM Users have same structure of CRM Email Signature, otherwise each user will create their own signature with different content, contact details, and different size of company logo. This can be a nightmare for an […]

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