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

 
 

 

There's a lot of new and exciting functionality coming to the next version of Dynamics 365. One of my favorites is Microsoft's commitment to incorporate Flow directly into Dynamics 365. This gives you the ability to create integrations from within Dynamics 365 without ever having to leave the user interface!   What is Microsoft Flow? Microsoft […]

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More and more Dynamics CRM users are replacing the hard to design CRM Fetch XML Reports with Word based reports, merged with fields from CRM records. Whether you are using Dynamics PDF-Docs or Dynamics Docs, both products PDF the documents generated from Word Templates, and attach them to Emails either from the user interface or […]

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Microsoft offers the ability to create a free Sandbox with your subscription of Dynamics 365 online.  The setup of Sandbox requires only a few clicks and offers both your developers and super users a chance to test new functionality BEFORE it hits your production instance.  Once your Sandbox is setup, it will automatically be placed […]

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If you’re looking for clarity on the Dynamics 365 direction, and the new relationship Microsoft is building with partners and others in the ecosystem, you’ll be smart to check out eXtreme365 Long Beach Nov. 6-9. Coinciding with Microsoft’s move the Dynamics 365, eXtremeCRM became eXtreme365 at the end of 2017. This has meant new focus, […]

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The CRM road is littered with deployments that are functional failures and that don’t meet value expectations. We see it all the time. In fact, a good part of our business is fixing deployments that have been designed, installed, and rolled out by others or internal IT teams. Organizations considering a new CRM purchase or […]

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Salespeople today are turning to social media tools to increase their conversion rates. And it's easy to see why: A Heniz Marketing survey of 600 North American B2B professionals, according to Small Business Trends, found that 84 percent of these customers begin their purchasing process with a referral. Many of these referrals very likely come […]

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In my opinion this has been a long time coming and I think Microsoft has finally introduced something that will be embraced by the majority of companies that struggle with marketing. The new Marketing app for Microsoft Dynamics 365 is ONLY available for the Business Edition. There are 6 functional areas the Dynamics 365 Marketing App: […]

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Microsoft is rolling out the July Update (version 9.0) for Dynamics 365 this week. This is exciting news that many have been waiting for. However, you may be wondering if you should be an early adopter or wait until the next update. In order to help with your decisions, here are a few things to […]

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If you are looking for a tool within Dynamics 365 to send surveys, distribute them to specific CRM records and capture responses and excellent analytics, take a look at Voice of the Customer. The Voice of the Customer solution is available for all Microsoft Dynamics CRM Online subscriptions at no additional fee. Microsoft details how […]

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SharePoint Connector to Dynamics 365 We are excited to release SP2CRM Connector, an additional product in serious of tools aiming to improve Dynamics CRM integration with SharePoint. With SP2CRM Connector, Lists in SharePoint are created and synchronized with records of CRM entities. Users can configure up to 10 attributes from any CRM entity, as well […]

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