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

 
 
Brian Begley, enCloud9 Social/CRM

5 ways to make your CRM amazing

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enCloud9 takes on a lot of clients we like to call orphans - these are the companies that tried to implement Dynamics CRM on their own or have engaged with a partner who is not meeting their needs. These clients come to us because they know that their Dynamics CRM system is not helping them out as much as they thought it would. Maybe CRM feels too hard to use or is not collecting the data needed to uncover trends or manage relationships. When we engage with these orphans, our first step is to walk through their CRM. We generally find the same five problems. We are listing these common problems below and some of the fixes and methods we use to give our clients an Amazing CRM Experience.

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