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

 
 

 

 Data interpretation and analysis is made easy through visual representation. Visualizing the data has many benefits. Providing visibility to an undergoing work or process through visual tools makes it quicker and easier to process information, understand it and pass it on to relevant parties. Our latest solution - Kanban Board -  is one such […]

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Dynamics 365 Team Member License Changes - the party's over... Well, not over but being scaled back. Team Member licenses for Dynamics 365 are a light-use license providing access to only main areas of the product - Account, Contact, Activities etc. Users with Team Member licensing are not supposed to be able to use sales, […]

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Custom Mobile Document Uploader Built with the Microsoft Power Platform Empowers Nonprofit Staff in the Field Each and every year, LifeWorks advocates for thousands of families and youth facing some of life’s greatest challenges, including homelessness, trauma, and abuse. By providing these individuals with the support they need, LifeWorks empowers families and young people on […]

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Work Less and Do More With Power Automate! Everyone is looking for more time in the day. Power Automate enables you to work less and accomplish more. With Power Automate, you can automate repetitive, mundane tasks allowing you to focus on other things. Watch your productivity go through the roof! Charge up your sales with […]

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Document management and security go hand-in-hand. With the growing demand for apps that helps in achieving these remarkable feats, we are delighted to bring to you a live webinar session on two of our most popular apps – Attach2Dynamics and SharePoint Security Sync. Attach2Dynamics is a productivity app that integrates Dynamics 365 CRM with cloud […]

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Whether you’re using Microsoft Dynamics CRM or CE/Sales in Dynamics 365, you’re probably using custom fields to capture information that’s relevant to your business model. Out of the box, Dynamics offers lots of fields that are common to most business types, like First Name, Company, Email Address, and mailing address information—but the beauty of Dynamics […]

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With every business striving to become as customer-centric as possible, the rate at which companies are implementing CRM is incredible. According to Gartner, worldwide CRM software revenue amounted to $39.5 billion in 2017, and it believes CRM will be the fastest growing software market in 2018. Of the various CRM solutions available in the market […]

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The number one strategic issue Crowe sees with our community and regional bank clients across the entire United States is attracting new core deposits. Core deposits that are low cost and sticky. So how do we grow core deposits and cross-sell to established customers? Build Social Networks Relationships still matter, we consistently observe that strong, […]

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Microsoft Dynamics 365 Customer Engagement can already present data to users in a few different ways, including: Forms which contain data relevant to the record Views can provide users with a list of records Quick Views to place a form (of a parent record) in another form Sub-grids which allow us to place views in […]

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One of the leading CRM systems nowadays is Microsoft Dynamics 365. Together with SharePoint, it provides great document collaboration features, and many organizations around the world already use them as a duet. In this post, we will discuss how to ensure security settings synchronization between Dynamics 365 and SharePoint. It is going to be very […]

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