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

 
 

 

Are you attempting to decide what business intelligence, dashboarding, and reporting tool fits your business? Are you concerned that FRx or Management Reporter might not be meeting your needs or will not in the near future? Do you need to integrate data from several, disparate systems to accurately complete your reporting? Here’s how the combination […]

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MS Dynamics 365 for Sales vs Salesforce | Learn more about Dynamics 365 for Sales features With Microsoft Dynamics 365 for Sales and the implementation of marketing automation, managing and nurturing leads has never been easier. With automation software, potential leads can be tracked and nurtured accordingly based on their level of interaction they have with your […]

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With the release of Dynamics 365, comes a very useful app that is free to download into CRM for Dynamics 365 only. This feature is called Organization Insights. It provides an abundance of useful information for system administrators. This information is normally found by searching through CRM or requesting it from Microsoft directly.   Organization […]

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Morgan Stanley recently announced it is putting a machine learning-based system in an effort to make its financial advisors (the human ones) more effective. And this means what? That Morgan Stanley is ahead of the pack in understanding that robo-advisors are diluting the entire market, and simply having a “relationship” is not enough to retain […]

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What information do people ask you for over and over again? Setting up an online portal gives your audience (either employees, partners or customers) access to information they need, such as support cases, knowledge base articles, community forums, product guides and more. The core functionality of any CRM portal is to expose CRM data to […]

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Bringing more customers in is always a priority for companies, yet sometimes they fail to see the possibilities for profit right in front of them—their current customers! Reiterating relationships with already loyal customers keeps them dedicated to your business. Showing your current clients how much they mean reminds them why they choose to do business with […]

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A free Dynamics 365 boot camp is set to take place at Microsoft’s London offices in Paddington on 22 July 2017. The educational event, suitable for everyone from beginners to industry specialists, has been organised in aid of the London Fire Relief Fund, run by the British Red Cross. All donations from the event will […]

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Recently, Microsoft announced the upcoming July 2017 release for Dynamics 365 (CRM). As a result, many things are being changed, but, I am sure, you have come to expect these changes. However, these changes are quite impactful as they are items that are being deprecated within Dynamics 365 (CRM). So, what does this mean for […]

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If you are tasked with integrating data, then you know there are a wide variety of challenges to overcome. If one of the challenges is dealing with very large data sets, then your design should be optimized for speed and performance.   I find Scribe Online is a great cloud based platform to migrate and transform data between systems, […]

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Hide / Display text in CRM “Word Templates” Microsoft introduced the CRM Word Templates feature, in Dynamics CRM version 2016. Using Word Templates, users can insert fields from CRM records in a Word document. The feature stops here. With Dynamics PDF-Docs (click here to download trial version) users can, in one click, PDF the generated […]

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