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

 
 

 

Overview of Dynamics 365 for Marketing October '18 release Dynamics 365 for Marketing delivers comprehensive capabilities for creating and running multi-channel campaigns to generate leads for your sales team using simple drag-and-drop design tools. In the October '18 release, new capabilities include account-based marketing and deeper LinkedIn integration. The marketing app also supports additional languages […]

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  In this video by our Dynamics 365 CRM support team, we'll look at how to create email signatures in Microsoft Dynamics 365 for Sales.   "How do I create an email signature?" is a very common question from users, especially early on, and they are pretty simple to set up.   They are also […]

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Every IT leader has felt pressure from the sales organization to produce tools that will increase sales.   This group is sometimes the hardest to serve - their requests are usually tinged with urgency, and their willingness to spend time with you designing solutions is sometimes limited. .   . And there's the fact that […]

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Microsoft has published a release preview guide for the October 2018 major cloud update for its Business Applications. In this post, we've highlighted the main themes and new features that caught our eye across the Dynamics 365 Customer Engagement apps. 1. All Users Will Be On The Same Version Microsoft recently made a change to the way […]

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If you’re like most Dynamics CRM users in B2B sales, you lean on your CRM for just about everything: tracking leads and opportunities, consolidating collateral, contracts, and other documents, tracking events and tasks, storing contacts, etc. We show much love to these steps and requirements in our sales process. What’s crazy is that most CRM […]

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Announcing FastTrack Implementation Services for Microsoft Dynamics 365. FastTrack is a fixed cost/scope, rapid implementation service that gets your company up and running quickly and cost-effectively. We offer FastTrack for Dynamics 365 Sales, Marketing or Service. Why a "rapid" implementation approach works - There are several things coming together in the CRM space that enables a […]

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I believe that Project Management companies should think outside of the box. When it comes to time management, property managers need all the help they can get. After all, multi-tasking, on the spot decision-making, coordination with tenants and vendors, and facility maintenance require organization. Active property managers might wonder where all their time was spent […]

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As a nonprofit leader, your mission is unique, attracting a loyal member base. The people who join your organization are your lifeblood – they share a passion for your purpose, and they contribute their resources to help you accomplish it. Because past involvement with a nonprofit is the best indicator of future involvement, growing your […]

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Do you plan on creating an entity with hundreds of fields?  Were you told that you will hurt user-adoption and ease of use?  Are you planning on doing it anyway? Great! But be cautious, because there are different limits on the amount of fields that can be added to an entity in Dynamics 365.  There […]

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Microsoft has published the release notes for the October 2018 update to Dynamics 365. There are 90+ new capabilities being added to the platform, lot's to look forward to. In this post we highlight the new functionality being released to the Marketing, Sales and Service areas of Dynamics 365. To review the full release notes, […]

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