If it’s time to replace or upgrade your CRM or other business software, you already know the importance of choosing the right solution. No doubt your search has led you to industry leader Microsoft Dynamics 365. But there is another equally important decision to be made, and that is your choice of implementation partner. Why […]
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Office 365 is one of the most popular applications to make any business go paperless. Companies that use Microsoft O365 suite don’t have to worry about, documents or files getting misplaced. Here are three ways that any business can leverage Microsoft O365. Flexibility and Scalability Microsoft O365 is both flexible and scalable for any business. […]
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In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities. Connections add valuable layers of relationship information to your records. For example, you can connect a contact to multiple accounts, which is highly valuable […]
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Microsoft is revising its Dynamics 365 update policy resulting in some important changes for existing customers. In a recent blog post it announced: Two major D365 cloud releases each year will deliver new functions and capabilities Updates will be available from April and October each year Release notes will be published on July 23 for the October 2018 […]
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The days of distributors selling product out a stockpile in their garage are over. The direct sales and network marketing industry has transformed from that information-poor selling environment to one that is rich in information about the buying and selling behavior of both distributors and customers. Is your organization effectively using all of this data […]
continue reading...Part 3 of a 3-Part Series: How Asset Management Firms are Redefining Sales and Services Using CRM and More Most technology solutions can't meet what asset management firms need to be more profitable, productive, and successful. “Horizontal” CRM solutions like Salesforce or point solution like SalesPage, you are probably missing opportunities. Microsoft Dynamics 365 the […]
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How many times have you checked your eMail today? I'm willing to bet that you're monitoring at least one of your eMail apps while you're reading this blog. The fact that most of us are glued to our eMail makes apps like Outlook an attractive destination to plug in new functionality. Microsoft offers many different […]
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Before We Get Started... Microsoft made the Dynamics 365 App for Outlook available just a few months ago, and many folks have written excellent articles on the topic. I would recommend you review the Microsoft Documentation site for these articles "Deploy Dynamics 365 App for Outlook" and "Dynamics 365 App for Outlook User Guide". Once […]
continue reading...Suppose you want to move data between records that are not directly related, but share a common parent. Beringer Technology Group's Decimal Field Copy custom workflow can dynamically move values between records like these. The image above represents a common set of relationships in CRM. Child A and Child B records belong to two […]
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These days technology system improvements are not only about practical new functionality. It is also about making enhancements that help you to enjoy using the system even more. This is a new emerging specialty called User Experience Design (UX). UX is the process of enhancing user satisfaction by improving the usability, accessibility, and pleasure provided […]
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