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

 
 

Posts Tagged ‘Microsoft Dynamics CRM’

Do You Really Need CRM to Grow Your Business?

  Many companies don’t appreciate the value of a CRM system until they understand its pivotal role in closing more sales. CRM’s virtues are not always apparent unless one is intimate with the ins and outs of how business gets done in the organization. The most fundamental requirement for growing a business is having sound […]

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CRM Optimization: 4 New Ways To Increase The Value Of The Inside Sales Team

In this last of my series on CRM optimization and the evolving needs of our clients, recall that I began by writing about the shift in focus and expectations regarding CRM systems. It is amazing to see the changes an organization undergoes when they stop seeing their CRM as an administrative tool, and begin to […]

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5 Reasons You Should Not Settle For an Outdated CRM System

Are you still using a Rolodex? Early CRM systems were really nothing more than computerized versions of a Rolodex. It was all based on contact records which were basically just electronic business cards. Eventually systems got better at account rollup, tracking opportunities and reporting.  But it was still just business contact management. What is available now […]

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Take Advantage of Dashboards in Microsoft Dynamics CRM

You’ve seen them before. Bright, colorful and chalked full of all kinds of data. Yes, I’m talking about Dashboards. If you are not taking advantage of the Dashboards feature within Microsoft Dynamics CRM (now known as Dynamics 365), you are missing out on having access to a wide array of important data within a single […]

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Improve Customer Service and Customer Experience with CRM

Your sales and customer service teams work hard to keep your customers happy. Providing a superior customer experience is just as important as providing high quality products or services. Arm your front-line team with the technology that improves customer service and provides a seamless experience for your customers. Replace outdated systems with an innovative customer […]

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5 Reasons Selling Dynamics 365 CRM is a Great Opportunity

Selling Dynamics 365 CRM was not something that I started out doing for a career. I started out as an accountant who loved using technology. My first tech job was setting up my accounting firm's token ring network. Eventually, my love for computers led me to a career selling technology solutions, but it wasn't until I started […]

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Microsoft Flow integrates Dynamics 365 CRM with 83 other webservices

One of the newest services from Microsoft is Flow - a cross application workflow and integration tool very similar to more established services like IFTTT and Zapier. Even though the service has been out of preview only since November 2016 it already integrates more than 80 services, with more coming on each month. January 2017 […]

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Keeping it Clean – Tips To Declutter Your CRM

It’s a New Year with a fresh start.  And a great time to de-clutter your CRM. CRM usually doesn’t make our lives easier.  It helps management collect relevant information about our “Customers,” the relationship we have with them, and with that data collection, make important business decisions.  You have all heard the saying, “You need […]

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Getting started with Dynamics 365

If you are ready to make your business more productive and begin its cloud transformation, maybe it's time to a look at Dynamics 365. Whatever the size of your business, Dynamics 365 can be beneficial. Dynamics 365 is the only cloud-based solution that provides what you need for CRM and ERP all in one place. But its not just CRM […]

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Implementing Dynamics 365 at a Small Business – a Blueprint

enCloud9 specializes in working with small to midsized businesses to implement Dynamics 365 in their organization. We shy away from cookie cutter projects and instead work with the client to make Dynamics 365 work with the client's business in the most effective way possible. So even though each project is unique, they all have a certain […]

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