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

 
 

 

If you have been using Microsoft Dynamics CRM for any amount of time, you are undoubtedly familiar with the Email Router. The Email Router is a software application that creates an interface between CRM and an email system to allow for the sending of email messages to and from Microsoft Dynamics CRM.   Use of the Email […]

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I recently ran into an issue when logging into a new Microsoft Dynamics 365 system. Each time I logged into the system, I found myself being overwhelmed by browser redirects and pop-ups. I was being redirected to CRMDYNINT.COM every few seconds. There were so many that it eventually had an impact on the overall performance […]

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Are You Experiencing "Work Paralysis?" Are you feeling overwhelmed with work? Do you have more on your plate than you can handle? Do you have so many tasks to complete that you don't know where to start?  First, you need step back, take a deep breath, and then begin to prioritize.  Rather than just shutting down […]

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Having to contact support is hardly anyone’s idea of fun. However, Microsoft Dynamics 365 for Customer Service provides all the tools needed for your organization to make the experience as smooth as possible for both your customers and agents. A customer service experience that exceeds expectations and honors your organization’s commitments will ensure your clients’ […]

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Dynamics CRM 365 Word Templates, together with Dynamics PDF-Docs add-on the CRM, provide salespeople the ultimate tool to easily create well-presented price quotations with fields and data populated from CRM records, and then PDF the price quotation and attach it to an Email, all with one click of a button. Moreover, with Dynamics PDF-Docs documents […]

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The WannaCry ransomware incident had an impact on 150 countries. Anyone impacted was left with one gnawing question: Was there anything we could have done to avoid this? Could our IT department have done something differently? Was there someone who saw this coming and knew how to avoid it? But really, unless you actually wrote the […]

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All About Learning Path There were many exceptional updates with the release of Dynamics 365.  One of these great new features is Learning Path.  Learning Path was designed to quickly on-board new users to gain familiarity with Dynamics 365 and to help them complete tasks accurately. The wonderful thing about Learning Paths is that you can tailor it to […]

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CRM solutions are a time-tested answer to many long-term concerns of businesses around customer interactions and sales. Managing those relationships - the core value proposition of CRM software - helps businesses improve operations by streamlining areas of inefficiency and making more informed determinations about the state of interactions with customers. To fully reap the benefits of […]

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Why Use CRM? So if CRM solutions for the healthcare industry have been around for around 15 years, why are only about 15% of healthcare providers utilizing them?  The benefits to using Microsoft Dynamics 365 in the healthcare field can be considerable. Providing exceptional customer service is imperative to ANY business, but particularly so in […]

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With Dynamics PDF-Docs CRM users can, in one click of a button or with workflow PDF CRM Word Template Attach the PDF document to the record Notes Attach the PDF document to an Email Preview the document Save to SharePoint as Word or PDF format Perform all above functions with Workflow, plus these extra features […]

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