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

 
 

 

Microsoft Excel templates are a great time saver when you frequently need to export Microsoft Dynamics CRM 2016 lists to generate reports.  Imagine that every time you export a list to Excel, you need to add a new column with a calculation.  With an Excel template, the system will remember your additional column and calculation […]

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Successful sales professionals are often very busy attracting new prospects, strengthening ties with existing customers, managing leads, and closing sales.  Each task is important and requires their close attention to detail.  However, your sales team can be distracted by the paperwork or specialty business software and can lose focus on the big picture.  Arm your […]

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By now I'm sure you've heard all of the hype around the benefits of a CRM implementation within your business, but how can you really tell if CRM is something you should truly invest in? Microsoft Dynamics CRM is a great solution for many businesses; below are some of our top reasons why it's time […]

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Dynamics PDF-Docs is an upgrade on our successful Dynamics PDF add-on for CRM. Dynamics PDF-Docs can generate PDF Word documents in CRM 2016 and, in one click, attach them to Notes or send them as PDFs in Email attachments. Dynamics PDF-Docs can be triggered as a workflow. With Dynamics PDF-Docs users can schedule a workflow […]

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Beginning January 12, 2016, only the most current version of Internet Explorer available for a supported operating system will receive technical support and security updates. See the Lifecycle FAQ here for more details.   So what does this mean for CRM 4 clients?   Microsoft Dynamics CRM 4.0 relies on Internet Explorer 8 and Internet Explorer […]

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Microsoft Dynamics CRM 2016 offers businesses advanced features for customer data analysis. Not only can the CRM solution capture the information generated by consumer engagement with a company and online marketing content, it can also use modern machine learning tools to provide users with analytical interpretation of customer actions and behaviors. CIO Today detailed how […]

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Microsoft Dynamics CRM 2016 focuses on three key areas of enhancement in the latest release which help sales teams deliver smarter, faster and more accurate results. The three key areas are Productivity, Intelligence and Mobility. Productivity – CRM seamlessly embeds productivity tools, including Office 365 and Power BI, SharePoint and OneDrive for Business. Boost sales […]

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When was the last time you had a "behavior" problem with the date field in Microsoft Dynamics CRM? Well, for many of us the answer might be “recently”. Before the introduction of the "behavior" modifier for date fields, things could get a little confusing and problematic in certain situations. Let's look at how to improve […]

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A key component of successful marketing is measuring the results of your marketing activities and the revenue they ultimately generate for the organization. Since marketing is not directly involved in the sales process, it is incumbent upon the sales staff to gather information about the origin of the lead.  Communication between the sales and marketing […]

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