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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 365 (previously Dynamics CRM) dashboards are a powerful tool for any business to have: they allow you to visualize your data in various ways to best meet your specific needs and uncover new insights into your operations and business. Dynamics 365 puts both predefined and customizable dashboards at your disposal for you to […]

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It's not easy being a salesperson. To increase sales, these professionals have to conduct a number of tasks throughout the day. These typically involve staying updated on the company's latest product and service upgrades and operational changes while also following up on hot and cold leads. This amount of work and a dependence on commissions […]

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With today’s tough economic conditions, construction companies are finding it increasingly difficult to win projects and keep up with the competition. Unless they adopt better software tools to manage their sales process they’ll continue to struggle. CRM software uses cutting-edge technology to standardize your sales process and give you valuable insight into all aspects of […]

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What is Tribal Enrollment?  It is a process tribes use to establish membership criteria based on customs, traditions, language and tribal blood.  Enrollment criteria is defined by tribal constitutions or ordinances.  The criteria for membership varies from tribe to tribe. Individuals can apply for membership to a specific tribe based on research completed to prove […]

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For decades, businesses have operated within the limitations of their business applications. No matter how big they could dream, those dreams often had to be curtailed and molded to fit within the confines of their ERP, CRM and other business software. If the software could not do it, the business either had to find a […]

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Microsoft Dynamics CRM gives you the ability to create multi-series charts. This means that you can graph two or more fields side by side so you can compare their values visually. One example of this using ClickDimensions data would be a comparison of delivery, total open and total click email event counts grouped by email […]

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CRM solutions like Microsoft Dynamics 365 provide a single source of information for communicating with consumers. Each person who makes contact with a business should know he or she won't have to repeat previous steps in the relationship or receive different information from each company department. Microsoft Dynamics 365’s CRM components provide the single source […]

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While we all understand and use the core sales entities (Lead, Account, Contact and Opportunity) in Dynamics 365 CRM, one of the more underappreciated entities that can be a valuable piece of data is Competitors. The competitor entity is used to store information about the companies that you regularly find your organization selling against. Let's […]

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  Volumes have been written about customer engagement, which is an increasingly vital part of boosting sales, increasing membership, and satisfying both customers and prospects. While successful customer engagement requires a multi-level strategy, it doesn’t have to be complex... just thoughtful and complete. At its essence, customer engagement can be described as sharing a pertinent […]

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Are you looking for a world-class CRM solution at a reasonable price? Are you wondering if there’s a hassle-free way to find out what your cost would be? You’re not alone. Today, implementing a CRM software system is just as essential as having a Web site! And a great place to start evaluating CRM software […]

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