What topics were the most popular with CRM Software Blog readers in 2019? Take a look: Overview of Case Management in Microsoft Dynamics 365 for Customer Service by Ryan Plourde, Crowe Would your company’s customer service benefit from Case Management? Microsoft Dynamics 365 for Customer Service is a powerful system to unify the way people experience […]
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Once you implement a CRM system for your small business, it can be difficult to move on from it. Why? Because every business owner knows that change comes with a cost – and it’s often a price too high to pay. Here at P2 Automation, we plan for the future by building your CRM solution […]
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Dynamics 365 CRM is a very powerful CRM that enables its users to manage Sales, Service and Marketing flawlessly. Given the robust features it offers, one optimum way to perform better would be to further visualize its data on map. As we know Dynamics 365 data has address field associated with it, plotting this data […]
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As the CRM software market reaches $25.21 billion in 2018, mobile has become a key capability of every modern and comprehensive CRM application. When selecting the right CRM for your business, you need to ensure its mobile features are in line with your goals and are capable of driving you towards success. Both Microsoft Dynamics CRM and […]
continue reading...Hard work deserves recognition. We are very proud to recognize our top bloggers and top members on ERP Software Blog, CRM Software Blog, and ERP Cloud Blog. Congratulations to all of these companies for their hard work. Top Blogger Award – Top 5 members whose posts received the most traffic and members with the highest […]
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The article assumes that you are a Dynamics consultant and does not try to technically guide you, but guides you so that you can quickly implement without missing key components There are 3 main areas to focus on when setting up Case Management on Dynamics. Case Settings Case creation Parent- Child Cases Queues and Routing Contract/ Service terms Knowledge Management Case […]
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One of the beauties of Microsoft Dynamics 365 is its versatility. That versatility is due in large part to Microsoft’s commitment to continue to expand, adding apps that allow modules to connect with one another and handle a variety of business processes. Dynamics 365 Unified Interface (UI) allows a seamless interaction across desktop, mobile, and […]
continue reading...Assigning or allotting Leads to respective sales professionals is a very important task. This task, if not handled properly will result in loss of potential clientele which will eventually lead to low sales and low returns. So, in order to make this task effective and effortless, Inogic introduced a new productivity app for PowerApps & […]
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Can you think of a more critical step in your sales process than getting a customer to sign a quote? (If so, please tell us.) How are you currently using the power of D365 in this critical part of your sales process, to help move someone from “proposal sent” to “proposal signed?” Most businesses are […]
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Millennials are incredibly tech-savvy and expect software to be highly customizable, easy to integrate and rich in features. Following from the launch of CRMSoftwareBlog's white paper 21 reasons millennials prefer Microsoft Dynamics, here is our experts' take on the subject. We focus on mobility, integration and flexibility,while keeping an eye on Dynamics 365 security […]
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