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

 
 

 

Throughout my support and maintenance activities for customers, a common request is to look into notifications in CRM that are “not being sent”. There are a lot of components and configuration items involved in the process of having CRM send out messages via email.  This blog focuses on some of the most common user-account-related issues that […]

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Finding the perfect equation to effective productivity can be tough, however, there are some tried and true methods that can enhance the day-to-day operations within your organization. Microsoft Dynamics CRM is an excellent place to start. This business enhancement tool can increase productivity no matter what industry you do business in. Read more about some of our […]

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This is the first of a two-part post intended to get you thinking about Microsoft Dynamics CRM data migration and integration prior to the start of your project. Most Microsoft Dynamics CRM implementations require some sort of data migration and/or system integration. The client wants to bring over current and legacy data. Conceptually, it’s a no-brainer as […]

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If you are researching CRM (Customer Relationship Management) software solutions for your business, information is key. You will have questions about application, compatibility and processes. And if yours is a startup or small to mid-sized business, or even a growing concern looking for a higher level of CRM, one of the questions you undoubtedly have […]

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  Voice of the Customer is a new survey tool for Dynamics CRM Online to gather feedback and gain customer insight. By deploying Voice of the Customer you’ll have access to amazingly powerful, yet flexible survey functions within CRM. Here are just a few of things we love: Create themes specific to each survey that reflect your […]

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Every consumer should be an educated consumer. Deciding between Microsoft Dynamics CRM Online versus Microsoft Dynamics CRM on-premise is an important decision. Microsoft Dynamics CRM Online is an excellent option for many companies. But there are some limitations that may, or may not, be important to your organization. Here are 6 points you should consider before […]

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Buyers today want lots of options—to build the product just as they want it. They also want to see what their selections will look like. The challenge For a company specializing in creating spectacular outdoor cooking facilities for customers, painting the picture of what the final project would look like was important. When a customer […]

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Technology is changing the world around us – sometimes in subtle ways and sometimes in very dramatic ways. Consumer behavior is changing, companies are figuring out how to best use the latest technology to sell products and services and improve brand loyalty. It’s no different for nonprofits. Technology is causing an ongoing transformation in the […]

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When it comes to small businesses, many employ a few tools to help manage their day-to-day operations. The typical small business uses a Customer Relationship Management (CRM) system and an Enterprise Resource Planning (ERP) software, not realizing that running two system is both 1) costly and 2) inefficient. Step into the future with us . […]

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Three Basic Steps to Help Improve the Sales Funnel in 2016 As we approach the middle of the selling year and consider reading articles and joining webinars that promise to help us “improve sales” and “increase productivity,” I find myself asking this question:  Will this really help me improve my sales numbers? Well, not necessarily. […]

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