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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 has made steady improvement over the years in their search functionality, making it easier for end users to find the data they need. But one area that still was lacking was the ability to search across entities in CRM. As an end user myself, I often look for a business I need to […]

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Microsoft Dynamics CRM became Microsoft Dynamics 365 as of November 1, 2016. And the pricing has changed; in some scenarios, it has changed dramatically. So how much does Microsoft Dynamics 365/ CRM cost right now? Request a Microsoft Dynamics 365 Quick Quote to find out.   This Quick Quote tool will give you a budgetary […]

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With the launch of Microsoft Dynamics 365 and the transitioning of services from Dynamics CRM to this new service, a dizzying array of new terms are being used. But what do these all mean? There are many moving parts to Microsoft Dynamics 365 so in this post we've provided a quick glossary to lift the fog. Contact Preact to […]

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PowerApps are the latest addition to the Microsoft Business Application platform, which allow you to develop your very own custom app with minimal coding experience. You can easily connect to existing data sources and services like Excel files, SharePoint lists, Dynamics CRM and custom APIs, and then automatically generate a purpose-built business app. PowerApps use the Microsoft […]

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Is Know Your Client compliance (KYC) a challenge for you or your financial advisor clients? Would you like to automate the process of gathering information, updating clients and sending reminders? Do you want to turn the KYC process into actionable business intelligence rather than a regulatory burden? If so, you’ll want to look at our […]

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There is no better time to be a Microsoft Dynamics customer than right now. You may have heard by now that Microsoft took the wraps off their new Microsoft Dynamics 365 initiative. No more Dynamics CRM, it is now Microsoft Dynamics 365. With all the hype (deserved, I think) and additional functionality of Dynamics 365, […]

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Heartland Business Systems, LLC (“HBS”) has entered into an agreement to merge all assets of Avastone Technologies, LLC, including name, physical assets, resources and customers. This is an exciting time for everyone associated with the two companies, as the consolidation officially aligns the HBS brand vision for accelerating innovation and enabling the digital enterprise for […]

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Defining desired business outcomes,  focusing on the relationship, and understanding the value in business optimization. Over the last several months I have been involved in assisting several of our CRM customers with planning and implementing upgrades to improve their relationships with their customers or clients. The organizations range from traditional industrial/supply chain companies and professional […]

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Microsoft will unveil its latest entry into the cloud enterprise space, Microsoft Dynamics 365, at the Dynamic Communities’ Summit 16 conference on October 11 in Tampa Bay, Florida. We should have much more information about Dynamics 365 after the official announcement, but here is what we know so far: This cloud-based service will combine Microsoft […]

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