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

 
 

 

There’s an old expression that knowledge is power. In business, knowledge is much more than that. Properly harnessed and managed, knowledge makes money, saves time, strengthens relationships, and grows your business. And there is no better tool on the market to help you reap the benefits of knowledge than Microsoft Dynamics CRM. Having readily available […]

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Solutions like Microsoft Dynamics CRM have evolved into indispensable assets helping build meaningful and lasting relationships with customers and giving you the ability to monitor and manage your business anytime from anywhere. Join us on for a CRM A-Z webinar on May 4th as we take you on a Customer Relationship Management journey with best […]

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When sales and service personnel working in remote locations don’t have information like inventory availability and current pricing, customers have to wait for quotes. The challenge The sales team for an oil and gas equipment company was responsible for visiting sites to gather the information to create quotes. Taking their notes back to the office, […]

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There are two things we love talking about: CRM and the success that our customers are achieving with it. About four years ago, Kellerstrass Oil, a distributor of Chevron products, made the business decision to become a Chevron 1st Source Lubricant Marketer. One of the requirements is to have a CRM solution in place, because […]

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In this new digital era, there are many different ways to provide information, share promotional materials, or otherwise engage prospects and customers.  Customers have a preference for how they want to be reached, whether it be by email, instant messaging, social media, or by phone.  Improve your customers’ experience by engaging them on the channels […]

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We recently had a CRM online customer describe a “display problem” when using the Microsoft Dynamics iPad app to view CRM records.  When he opened a lookup field on an Opportunity record, the iPad showed possible record suggestions in a black bar running across the screen.  This is the expected behavior on the form. While the list of items showed 3 slots for field […]

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Once your organization has entered all of its accounts and contacts into Dynamics CRM, it is time to leverage the capabilities of this system to learn more about the buying habits of your clients and prospects to ensure that your CRM application doesn’t just become a fancy rolodex. The marketing module has a variety of […]

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By now I'm sure you've all heard the buzz around cloud based ERP systems like  Microsoft Dynamics GP. However these innovative new software systems aren't the only way to gain a competitive edge within your respective industry. ERP can give you a real-time look at your business, but without a clear look at your customer, […]

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As the popularity of marketing automation has increased in recent years, so too has the number of marketing automation solution providers. However, not all marketing automation platforms are created equal. So, as a Microsoft Dynamics CRM user, how do you decide which provider and solution are right for your company? This checklist can help guide […]

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Data is the key to business success in modern times.  You may have heard of “Big Data” or “Cloud Data” recently.  Why is data such big news today?  Because data is power.  The more data you have, the more accurate it is and the more relevant it is, the more you can use that data […]

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