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

 
 

 

Accurate sales forecasting is essential to growing revenue and managing your business effectively. When you know the timing and amount of incoming revenue, you can plan and focus on the right business initiatives; budget and allocate resources appropriately; set organizational goals; and provide teams with priorities and guidelines for how they spend their time. Forecasting […]

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With the vast amount of content on the web today (like this blog), buyers are more educated and further through the buying process than ever before. How do businesses and specifically sales maximize efficiency and effectiveness? Even though salespeople are under tremendous pressure to win deals faster, sales reps spend more than 67% of their […]

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If you are a user of Microsoft Dynamics CRM Online (or the new Dynamics 365) you have access to a feature within Dynamics that can help you identify, understand and engage your buyer. A solution that can help you win faster and more often with sales and marketing intelligence embedded right with Microsoft Dynamics 365/CRM. Insights, […]

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If there was a single recipe for success in today’s business environment, a great customer experience might just be it. In recent years, the tables have turned in the relationship between businesses and their customers. Our always-connected society has changed what customers expect from brands and how they share their brand interactions with others. Customer […]

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It’s time for the next installment in Dynamics 365 Deep Dive series as our journey explores these powerful new services: PowerApps, Flow, and the Common Data Service (once called Common Data Model). To begin, let’s take a look at the visual below to understand how Microsoft is positioning these products/services. As a long-time veteran in […]

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To celebrate the second anniversary of the release of Outlook Mobile for iOS Microsoft updated the app with and added a slew of new features including the ability  to activate integrations with several other services, including Evernote, GIPHY, Trello, and Smartsheet. However for CRM users, the most interesting is a full featured integration with Dynamics […]

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There is a very good chance you have had at least some interaction with an Amway Business Owner (ABO) or know someone who has. Amway does business in over 100 countries and employs over 19,000 professionals. With Microsoft Dynamics 365, Amway employees are empowered to provide the best possible support to ABO's with real-time business […]

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A company does not just decide one day to start using a project management system. If you are a services based company, you have always been managing projects. And you have always had some kind of system in place, even at a most basic level. But at some point you will realize the limitations of […]

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User acceptance testing is a key piece of any Dynamics 365 CRM project. Basically, it entails getting your users into your system to try out some common workflows and day-to-day tasks to make sure they actually work before you launch the full project. If done correctly, it can really smooth out the launch of your […]

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Microsoft Dynamics CRM is now sold as part of Microsoft Dynamics 365, the new cloud-based CRM/ERP system that runs on a Microsoft Azure platform. What does this mean for you? For starters it means all of your sales, customer service, field service, marketing, project service automation, operations and even financials can be done from one […]

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