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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.

 
 

 

Connecting with customers is a major business challenge. How well do you know your customers? Today, information can make the difference when it comes to winning customers and keeping them. You probably have plenty of data, but the difficulty is often getting to that data and having the tools to use it to your advantage. […]

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Customers lose patience quickly when their support issue has to move through multiple departments for resolution. A single source of customer support solves the frustration. The challenge A telephone and broadband service provider was using multiple systems to manage support calls. If Tier 1 support couldn’t fix the problem, a paper work order was issued […]

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Anyone in the process of looking for a new CRM software system has heard of the benefits (and costs) of customization. Systems like Dynamics CRM have the potential to be extremely powerful, however without customization, the out-of-the-box features will only take you so far. These one size fits all features are built to be basic […]

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Microsoft CRM 2016 online comes with free Voice of the Customer survey to gain valuable feedback from your customers about the products and services your company provides. The survey solution is installed from Microsoft Office 365>Manage all CRM Online instances>Solutions. Dynamics Self-Service Customer portal comes with free integration to the Microsoft Survey. The Survey can […]

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Sometimes it is not what the application was designed to do, but how the application is applied to a particular situation that the real benefits are realized. A large hedge fund was looking for a single system to accomplish some very specific goals. They looked at several point solutions for the financial services industry, but […]

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When it comes to project management software, you have choices. Being in the business of providing solutions for project management, we have recommendations. Here are the pros and cons of some of the first choices as well as our take on what is the most effective. Microsoft Excel Pros: It is free; most people have […]

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Microsoft Dynamics CRM 2016 brings many improvements and new features as Microsoft continues to work towards a single in-app experience where users can perform tasks in one place without having to continually switch applications.     Designed to eliminate the time and effort of application switching, the integration between Microsoft Dynamics CRM and Excel has […]

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To stay competitive, employee benefits brokers need to reinvent themselves. Employee benefits brokers traditionally worked with employers and basically presented proposals with prices from different insurance carriers (like Fallon, Blue Cross Blue Shield, Tufts, etc...) based on the health plan the company needed. They were the middle man. And it was easy money. The broker […]

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If you're like many organizations, you installed a CRM system many years ago. It has served you well, but it is beginning to show its age. It doesn't integrate well with your newer hardware and software systems. It cannot be upgraded easily, if at all, and there aren't many partners that can help with that […]

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According to research provided by Microsoft, what companies are the best fit for Microsoft Dynamics CRM Online? The answers to these three questions provide some clues: 1)What size companies are the best fit for Microsoft Dynamics CRM Online? Typically companies with 50 – 300 employees. Typically between 10% - 20% of employees have customer facing […]

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