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Microsoft Dynamics 365 provides security based on users and teams along with that it also provides a more granular level of security around a single field which can be done by utilizing field-level security. A field-level security profile is used for accessing the fields which have field-level security enabled (Default system administrator can still view …

Field Security in Dynamics 365 Read More »

Most often small and mid-sized business (SMB) customers who are implementing (or planning to implement) Dynamics 365, enquire about a platform to store their files, documents, etc.  And another request that comes along with it (obviously) is the integration of that document management system with the CRM system. Now, although Dynamics CRM provides a way …

Importance of Integrating SharePoint and Dynamics 365 in an SMB Read More »

Microsoft Dynamics CRM is one of the foremost customer relationship management tools owing to its flexible, scalable, and comprehensive features. One of the best traits of Dynamics 365 is its ability to integrate with several other applications. Now as a small and mid-sized business (SMB) if you are using Outlook already, integrating it with Dynamics …

10 Benefits of Integrating Outlook with Dynamics 365 for an SMB Read More »

A lot of small and midsize businesses (SMBs) have implemented Microsoft Dynamics 365. The tool is scalable, flexible, automates more than half of the daily tasks, makes the sales pipeline visible, the customer journey shorter, and whatnot. And as I have spent quite a few years in the Dynamics 365 consulting field, I have noticed …

Tips on using Advanced Find in Microsoft Dynamics 365 Read More »

Customers are more informed than ever. That’s changed how they evaluate, buy and use the goods and services they purchase. But this change isn’t a problem; rules change all the time, and people adapt. The intelligent customer is here to stay. It doesn’t mean that they know every nitty-gritty detail about the product or service …

Simplifying the SMB Customer’s Journey with Microsoft Dynamics 365 Read More »

The sales and marketing departments of a small and mid-sized (SMB) organization are responsible for different parts of the customer journey. Generally speaking, marketing focuses on attracting potential customers, while sales focus on closing the sale. This means marketing and sales are closely linked since your marketing efforts are futile if you don’t generate sales, …

The Collaboration of Sales and Marketing for a Successful SMB Goal Read More »

As an organization, there are many aspects you must be aware of. Selling quality products, providing a wide range of services with a strong marketing campaign- all are important. But, a pivotal factor for small and mid-sized businesses (SMBs) is their ability to build long-lasting connections with their customers. A Customer Relationship Management (CRM) solution …

Why Do SMBs Need CRM? Read More »

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