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

 
 

 

Congratulations! You’ve made a wise decision and gone live with Microsoft Dynamics CRM. The CRM has been deployed and everyone has been trained. The system is working and now you can breathe a big sigh of relief. Was that really the finish line or just another step in the process? A well implemented CRM system […]

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Ok, Facebook doesn’t count here. Most people when asked will tell you that the first application they open is email. Besides being our vehicle for keeping in touch, updated and informed on a personal level, email in the workplace is also a powerful tool. When we surveyed over 150 people via our Linkedin page, particularly […]

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While consumers are increasingly engaging with banks through mobile devices, that doesn’t mean the job of the teller is dying – far from it. Bank tellers are instead evolving into a role that is quickly adapting to better serve customers’ new expectations and demands: the universal banker. People enter brick-and-mortar bank locations because they need […]

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While Salesforce.com provides a basic set of tools to create reports and dashboards, there are significant limitations. Users must go back to the home or specialized pages to access dashboards. There is no automatic notification that a dashboard needs to be refreshed, so users can be looking at old data without knowing it. Perhaps most […]

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The new Microsoft Dynamics CRM update is coming with some exciting news – integration with the social media management system, Hootsuite. This new partnership will allow for enhanced brand management capabilities across multiple platforms. Hootsuite is a system that allows users access to all of their current social media platforms in one place, allowing for […]

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MS Dynamics CRM vs Salesforce    Sign up for a free CRM course! Learn more about CRM's features I was recently speaking with some like-minded CRMers in the community and we were discussing what we find to be at the top of the list for help desk inquiries. The overwhelming consensus was CRM for Outlook. Do […]

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Implementing a new CRM system should be exciting, not stressful! Here are a few reasons to be excited about CRM adoption. Need even more reasons to jump on board? Contact Logan Consulting, your Chicago based Microsoft Dynamics CRM partners. by Logan Consulting

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In a previous post we demonstrated how to add visual representation of CRM records on maps, using Dynamics Maps. Maps can be added to any CRM out-of-the-box and customised entities. While some CRM entities include fields to store address and coordinates, it is more likely that the address field is customised and we need a mechanism (a […]

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So you want to know how the CRM App is different from the CRM Outlook add-in? Well you have come to the right place. Microsoft Dynamics CRM already includes a full-featured CRM add-in for Microsoft Outlook called Dynamics CRM for Outlook. With Dynamics CRM for Outlook (also known as the “Outlook client”), you can do […]

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