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

 
 

 

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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Microsoft Dynamics CRM, or Microsoft Dynamics 365 as it is now known, gives companies the ability to quickly solve many of their most challenging problems. CRMs, in general, sync different portions of a business (sales, marketing, services) so they can easily access the same information in real-time from one centralized solution. While Microsoft Dynamics 365 […]

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The ClickDimensions team is always hard at work improving and enhancing its marketing automation software for Dyanmics 365 CRM. They are now releasing updates on an accelerated monthly cycle (previously updates were released every quarter). To stay informed about the what to expect over the next serval months, ClickDimensions has published a public roadmap for […]

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Last month, we hosted a roundtable discussion with senior tech executives from a dozen leading financial services firms. While there was a great deal of lively discussion, the big three topics for the meeting were use of the Cloud platform, opening and improving internal lines of communication, and the state of cyber security. While the […]

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How often do you feel that you have time to learn something new? It is hard to juggle learning new things in addition to managing your current workload. Any Microsoft Partner that is worth their salt is going to be busy, right? Maintaining happy customers is a lot of work. Then you add all the […]

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If you are a fan of Microsoft Dynamics 365, keeping up on the future direction of the application is probably important to you. Microsoft has made it easy with the Microsoft Roadmap for Dynamics 365. Bookmark this frequently updated page and you will always have a quick and easy way to keep up with features […]

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When using Word Templates to create reports and documents from CRM records, and the data is populated from CRM records that have multiline text fields, there is an option, when adding an XML field, for Plain Text or Rich Text. The rich text option should preserve the formatting of the data as it is stored […]

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Our team recently encountered an issue with pricing fields on one of our forms in Microsoft Dynamics CRM 2016. Two of the fields for invoice items would round to the nearest whole number when any field was updated and saved. The fields were “Amount” and “Extended Amount.”     Both fields have no calculations, plug […]

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Financial Institutions face many difficult challenges. In volatile financial times, investors are much more cautious and wary of where they invest their money. And with the growth of social and mobile technology, it’s increasingly important to keep up with the times. That is where Microsoft Dynamics 365 can help. Smart financial institutions have found that […]

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As your company grows, adding clients and customers, opening new markets or new offices nearby or around the world, your legacy CRM (Customer Relationship Management) system may have trouble keeping up. Perhaps you even started out with a rolodex or a few spread sheets and have discovered that a full-function CRM solution is now a […]

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