You’ve done your research and learned about the benefits of moving your business processes to the Cloud: increased flexibility, mobility and opportunity. Now you’re ready to take the plunge. There’s just one more step to take before you start. To prepare you for a successful transition we asked members of our ERP/CRM/Cloud Software Blogs to […]
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Microsoft Dynamics introduced Business Process Flows (BPFs) in their 2013 version and they have been improving them ever since. They are an easily configurable feature that can seamlessly guide your users through YOUR business processes. Our own CRM Nerd wrote a great blog recently that outlines how awesome BPFs are, especially for end user adoption. The […]
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Imagine this: You’re the owner or manager of a small business. You’re facing mounting competitive pressures and shrinking margins. Differentiation has become harder and harder because your competitors are one click away on the Internet. You need to create consistent, high-quality experiences to keep prospects and customers coming back for more. […]
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Congratulations! You’ve successfully joined the ranks of marketers who have an integrated CRM and marketing automation platform. Things are going to be awesome—just as soon as you figure out what you’re supposed to do now… If you’re in that boat, you’re not alone. In fact, the number one challenge for B2B marketing automation users […]
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It doesn’t depend on who you ask: the best CPQ integration for Dynamics CRM has the specific feature sets listed here. If you’re a Dynamics reseller looking at adding CPQ to your offering, make sure it includes everything listed below — otherwise, you should tell that CPQ partner, “C U later.” Templates that reinforce a […]
continue reading...There are several new features available in D365 v9, one of these features is MultiSelect Option Set fields. How often would an option set be useful where you could select multiple items from the list? In v9, MultiSelect Option Sets are available as a field type. This means you will have one field with […]
continue reading...Growing companies realize that a comprehensive CRM (Customer Relationship Management) system is invaluable for keeping track and making sense of their data. If you hope to increase your client base and perhaps open new offices or expand into new markets nearby or around the world, you need a powerful, integrated solution like Microsoft Dynamics 365. […]
continue reading...The benefits of using Dynamics CRM have not not changed much over time: It plays well with others (integrates with other Office apps, social media, and most any business tech) It’s easy to customize for every user, and enables a personal touch with every customer It’s a great way to store and access data from […]
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After months of planning and preparation, the go-live date is finally here. However, the implementation process of a CRM doesn’t end at the go-live date. As an organization begins to sustain the system, and continues to drive adoption, it’s important to know if users are satisfied with the CRM. Is your team really committed to […]
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Part 1 of a 3-Part Series: How Asset Management Firms are Redefining Sales and Services Using CRM and More Sales targeting. Trade resolution. Getting the data you need to make the right decisions. With very few exceptions, the challenges faced by asset management firms—on both the institutional and wholesale sides—are generally consistent. But the technology […]
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