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

 
 

 

Experience unprecedented productivity by seeing exactly where your best customers and prospects are located in relation to where you are calling, all without leaving CRM. InfoGrow recently released its most popular CRM mapping solution with enhanced desktop functionality and new mobile capabilities, enabling account managers to schedule more appointments and make more sales. With CRM […]

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Casino Hosts have a responsibility to develop working relationships with their players.  Both to identify players who would benefit from a Host’s service in addition to assisting an upset guest and working to resolve the issue.  All of these require effective communication to be successful. Another way to look at this issue is imagine that […]

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Thousands of customers rely on Microsoft Dynamics CRM Online to manage their customer relationships, sales pipelines, marketing campaigns, and service calls. If you’re one of those who utilize CRM Online and have noticed there isn’t much information about it online anymore, don’t fret. Microsoft Dynamics CRM Online has transitioned to Dynamics 365, a new software […]

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Which dashboard is better for your organization?   Dashboards are a powerful business tool that provides a visual display of data, tailored to the various needs of the different members of your organization. The information is consolidated on a single screen so that it can be easily accessed and monitored. As the business intelligence solution […]

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Guided Tasks are type of Learning Path, a new feature in Microsoft Dynamics 365 to help on-board new users. With Learning Paths, a new Azure cloud service, Microsoft Dynamics 365 delivers walk-through guides and articles within the application. Unlike traditional help, Learning Paths are contextual to each organisation. These adapt to fit individual user roles, […]

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If you are tasked with integrating data, then you know there are a wide variety of challenges that you must overcome. I’ve integrated data into Microsoft Dynamics CRM from many disparate systems in my career, which typically involves pulling data from a live system. The key word is “live”, because I’ve seen some strange scheduling […]

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With features like email marketing, campaign automation, web intelligence, surveys, landing pages, web forms, event management and more, marketers are often eager to implement a marketing automation solution with Microsoft Dynamics 365. However, marketing departments can sometimes face a sizable obstacle in the purchase of marketing automation technology – their company’s executive team. According to Capterra, CEOs and […]

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As we resume our Dynamics 365 Deep Dive journey, we focus on Insights. The motto in real estate is “location, location, location.” Let’s see how Microsoft, one of the leaders in applying artificial and machine learning intelligence to their Sales, Marketing, and Service applications, makes a case for “Insights, Insights, Insights” being their new catchphrase. […]

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Email is the primary and preferred way to communicate for many people. Whether it is your internal team members, your "customers", or industry partners, most people communicated via email. The messages you exchanged often contain valuable information that you want to record in your CRM/xRM system. Fortunately, there are multiple options for tracking emails messages in your […]

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  Many companies don’t appreciate the value of a CRM system until they understand its pivotal role in closing more sales. CRM’s virtues are not always apparent unless one is intimate with the ins and outs of how business gets done in the organization. The most fundamental requirement for growing a business is having sound […]

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