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

 
 

 

Next Wednesday, June 22nd, join us for our free webinar as two of the leading CRM solutions face-off in a comparison battle. Microsoft Dynamics CRM provides both an On-Premise offering as well as CRM Online/SaaS (software as a service) while Salesforce is the world leading cloud-based CRM solution. In this webinar we will dig in […]

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As I rolled out of bed Monday morning I flipped on my iPhone and the first thing I read was the stunning news that LinkedIn had agreed to be purchased by Microsoft for $26.2 Billion. As a Dynamics CRM user and partner with a love/hate relationship with LinkedIn my first thoughts were "How will this help […]

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Are you consistently following the same methodology for every software implementation project? Does everyone in your company, including new hires, know the exact steps to follow? When steps are missed, do you know where the process failed? We have found that using templates and checklists within Dynamics CRM, using the AbleBridge Project Management add on, […]

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As our world becomes more interconnected than ever, businesses are finding that value is shifting from the individual to the team as a collaborative whole. Resilient, high empathy teams are found to drive the best results and outcomes for businesses, but is your CRM system ready to handle this change? Microsoft CRM can help you […]

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Integration of your CRM system and Search Engine Optimization can take your business prospects and turn them into leads. Search Engine Optimization (SEO) is all about driving traffic on the web to your business site by strategically placing certain keywords and phrases that will make it appear more frequently in different search engines, such as […]

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We cannot wait to be in Toronto this year for Microsoft’s Worldwide Partner Conference (WPC). It’s going to be an amazing platform for ISVs and Partners to connect while learning about Microsoft’s road map.   We’ve compiled a list of things to do while you aren’t working! Check out these five activities:   Steam Whistle […]

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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 the server-side or server-related issues that can cause this […]

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Connecting with customers is a major business challenge. How well do you know your customers? Today, information can make the difference when it comes to winning customers and keeping them. You probably have plenty of data, but the difficulty is often getting to that data and having the tools to use it to your advantage. […]

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Customers lose patience quickly when their support issue has to move through multiple departments for resolution. A single source of customer support solves the frustration. The challenge A telephone and broadband service provider was using multiple systems to manage support calls. If Tier 1 support couldn’t fix the problem, a paper work order was issued […]

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Anyone in the process of looking for a new CRM software system has heard of the benefits (and costs) of customization. Systems like Dynamics CRM have the potential to be extremely powerful, however without customization, the out-of-the-box features will only take you so far. These one size fits all features are built to be basic […]

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