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

 
 

 

Dynamics 365 offers multiple ways to access the data for specific teams, departments, or groups within your company. However, Microsoft introduced additional options through what they call Hubs. There are multiple Hubs that are available, but it depends on the subscription you purchased for your company. The available Hubs are the Customer Service Hub, previously […]

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In order to remain competitive, modern businesses need more than ever to keep track of their assets, from customers and their preferences to leads, inventory, employee information: really anything that goes on in your organization. If you don’t keep track of your data, you can’t use it to your advantage. That’s why most businesses today […]

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It has been a long time coming for existing Dynamics 365 customers, but at long last, you can schedule your update to Dynamics 365 July 2017 update (Yes JULY 2017 Update!). Scheduling your update is quick and easy and will give you some much requested new features including Multi-Select Option Sets A clean fresh user […]

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The workforce is changing in dramatic ways. As the baby boomer generation continues to exit the workforce, they are being replaced with millennials – the first generation to grow up surrounded by technology. In order to attract the best talent from this younger generation, businesses will need to take a hard look at their IT […]

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Just like a good marriage, user adoption for your new CRM system takes work. It doesn’t happen overnight, but it can be done. And the results are worth the effort. Whether you’re starting a new CRM initiative or salvaging an existing one, you must start with the mindset that implementing a new CRM system is […]

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The implementation of a new CRM solution such as Microsoft Dynamics 365 may represent a substantial investment for any organization, not just financially, but in time. However, your users need to be using the new system to leverage all its benefits and features for your organization to see any return on its investment. To ensure […]

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CRM Word Templates are documents created once, with attributes / fields from CRM entities and related entities, to generate Word documents and reports using the CRM function “Word Template” in the user interface of a record. If you have never created Dynamics CRM Word templates before, you can download these free word templates for Invoice, […]

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Out With the Old, In With the New As we begin the new year, it’s time to review your previous marketing strategies and strategize for the upcoming year.  Here is a list of 6 proven marketing tips that will boost your business. We hope you find our marketing tips useful. 1 - Sell Benefits, Not […]

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FREE Training - Microsoft Insights for Dynamics 365 powered by InsideView Technologies, Inc.   Jan 18, 2018 1:00 PM Eastern Time  Microsoft Insights powered by InsideView is included in most Microsoft CRM/Dynamics 365 subscriptions and is one of the most powerful tools in the system.  Join us for a free training webinar on how to get […]

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In previous versions of Dynamics 365 / CRM it could prove frustrating when longer field labels, or field values, didn't fit on a record form. For field values, there was always a solution to use a 'Multiple Lines of Text' data field type to wrap text across several lines but the field label would not flow into […]

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