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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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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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Part 2 – User Adoption with Microsoft CRM/Dynamics 365. Do you have it?

In the last post I examined the main reasons for CRM project failure. In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them. The topic for this post will be – Lack of Proper Requirements Analysis Before Implementing. […]

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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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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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Mobilizing Sales with Microsoft Dynamics CRM

Mobilizing the way your company does business and solidifies sales is one of the first steps in creating a successful business model. Providing sales and service personnel with data like inventory availability and current pricing, creates this ability to do business on-the-go. Having to wait to receive a quote for several days gives customers the […]

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User Adoption with Microsoft CRM/Dynamics 365. Do you have it?

This is part 1 of a series of blogs on user adoption with Microsoft CRM/Dynamics 365… the Achilles heel of CRM. I will examine real-world causes of CRM user adoption failure and how to avoid or recover from the top issues that cause user adoption issues. I founded Strava Technology Group with a very clear […]

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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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Microsoft Dynamics 365 for Phones has Stopped

If you are attempting to use Dynamics 365 for phones on an Android device and get the error: Dynamics 365 for Phones has stopped try clearing the applications cache: First, navigate to Settings on your device. Go to Apps, Application Manager Find the Dynamics 365 for Phones application and click on it Click on the Storage option […]

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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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How Microsoft CRM Creates Convenience in the Media Industry

With the rapid evolution of the internet the opportunities for advertising have become endless. Media companies can offer a variety of platforms to customers at all different scopes and costs. This variety can create stress for salespeople whose job it is to present all the advertising options to their customers. A system like Microsoft Dynamics […]

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