A Membership Association does many things, but it always has one overriding business goal – to increase its members. Increased membership is what drives revenues and allows the Association to fulfil its mandate. Yet, the 2018 Innovation Benchmarking Research study on Associations found that nearly half of Associations are failing to grow. Stagnant or negative […]
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The good news is that your business is growing. Congratulations. But are your business processes and technologies keeping up? When you started out you might have been able to count your customers on your fingers and toes. Now that you’ve grown, you need something a little more sophisticated and reliable. If you have investigated CRM […]
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Microsoft has announced the next major Dynamics 365 update will enter general availability from 5 April 2019. A release guide will be published on 21st January detailing what's new in D365 and the Microsoft Power platform. Previewing the April '19 Update From 1st February, admins will be able to test the new version and selected […]
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Have a dashboard that is the envy of your colleagues? Created a view that would benefit your office mate? Is there a Dynamics 365 User that cannot access a record of yours and needs to, but security provisions are preventing him from doing so? If any of these apply, I encourage you to read on. […]
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So, your organization has just successfully completed an integration of their marketing automation system and Microsoft CRM/365. Fantastic! You now stand ready to reap the many benefits of two powerful technologies working in concert to maximize ROI. But before you and your business can fully realize all of the amazing aspects of a seamless platform […]
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The Dynamics App for Outlook is a very useful and convenient tool for users to be able to sync data from Outlook to Dynamics 365 quickly. Users can create appointments against Contacts, attach emails to Dynamics records, create cases/opportunities and so many other everyday tasks without leaving Outlook. But what happens if you […]
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Dynamics CRM Portal Shopping Cart Configuration Wizard Configuring Dynamics CRM to display list of products or services on CRM Portal requires complex set of records and JavaScript in CRM. Shopping Card Wizard does all the work for you. Shopping Cart Configuration Wizard is FREE solution - no strings attached. Click here to download the solution […]
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In our previous blog, we outlined the many changes that have affected the CRM industry, including ever changing customer and user expectations. We stressed the importance for organizations to adopt a new mindset of continuous improvement and new approaches to managing their CRM technology and processes investments over time. But how can that actually be […]
continue reading...Define, Build, Test, Deploy, Support….Upgrade. Do it all again in a few years. Historically companies have allocated time and money to a CRM effort as a “one-time, big event.” Once live, the resources and dollars allocated were reduced to the bare minimum to simply maintain and support the CRM system until the next major upgrade. […]
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Microsoft Dynamics 365: How to Write Dynamics 365 CRM Plug-ins Using Azure Functions While a lot has changed over the years with Microsoft Dynamics 365 for Sales (formerly Dynamics 365 CRM), there’s one thing that’s been a consistent feature of the software. We’re talking, of course, about plug-ins. What is a plug-in? Simply put, […]
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