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

 
 

 

If you are in the market for a CRM (Customer Relationship Management) solution, one of the first questions you’ll have is, “how much will it cost?”.  A top CRM solution like Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) may be worth its weight in gold to your business but, how much gold are we talking […]

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Since CRM Word Templates was introduced in CRM 2016, more CRM users are now generating documents with CRM than ever. Documents generation in CRM is a one click function. Together with Dynamics PDF-Docs, the document is PDF, attached to the record’s Notes, and to Email as an attachment, a process that saves user’s time and […]

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Workflow triggers Are you using Dynamics 365 to compliment your workforce automation?  Dynamics 365 allows both admins and developers to automate processes such as performing routine business calculations, sending friendly reminders to end users or customers, creating scheduled activities and much more!  These processes are often controlled by Workflows.  Workflow processes can be triggered by […]

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Microsoft Dynamics 365 Version 9 will shortly be available as an upgrade. In our latest webinar we introduced the important changes in Version 9 to an audience of Dynamics users. A recording of this event is now available. D365 Version 9 sees Microsoft deliver on its promise of an app-centric structure by separating the code […]

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Your organization runs on data and the more automated and streamlined your data management processes, the more successful you will be at optimizing your operations. With today’s technology, you can easily transform many of the manual processes that fill your employees’ workdays, freeing them up for more productive tasks. Connecting and exchanging data across your […]

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Microsoft Dynamics 365 App for Outlook has gotten faster, smarter, and more convenient. Connecting the CRM piece of Dynamics 365 with Outlook makes it easy to track emails, tasks, and appointments without installing any additional software. With the app, you can create records and view information from Dynamics 365 and use your email templates, sales […]

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The release of Dynamics 365 Version 9.0 at the beginning of October brought new options within the System Settings. So, let’s look at the some of these new options. Text Wrapping for Field Labels Although this is a small option setting, it can make a difference in the form layouts. You may have noticed in […]

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A few hundred custom fields, another hundred or-so workflows, and twenty tabs; all for one form? Sounds like you’re building an XRM. Here are some useful tips and tricks to help you along the path of implementing large-scale XRM’s in Dynamics 365. 1. Establish a naming convention early Having 300 custom fields for a single […]

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Overview It can be argued that Microsoft has done a great job with their landing page for https://office.com. From one page you can choose and pin any of the online Microsoft applications you want to run. This functionality is great when needing to access Mail and jot down notes in OneNote. However, one click might […]

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Create customer experiences that boost engagement and value to your business The concept of "digital transformation" has different meaning to different companies. As digital transformation will look different for every company, I use the image of old payphone booth, converted into WiFi hotspot, to best describe one aspect of Digital Transformation for a telco. Digital […]

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