Dynamics 365 CRM: Card Forms in the Unified Interface
Microsoft Dynamics 365 Customer Engagement can already present data to users in a few different ways, including: Forms which contain data relevant to the record Views can provide users with a list of records Quick Views to place a form (of a parent record) in another form Sub-grids which allow us to place views in …
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How to Transform Your CRM Data: Connecting Power BI & Dynamics 365
Your company has finally made the jump to the cloud. Great, but now how do you use the data in your Microsoft Dynamics 365 cloud environment? To report on all of the data entered into CRM by sales and marketing, you used to just hook up to the SQL database that is on the servers, …
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Are You Ready to Move Up from Dynamics 365 On-Premises to Dynamics 365 Online?
If your IT team spends all its time troubleshooting your organization’s on-premises ERP/CRM solution, or if you are fed up with scheduling and paying for server upgrades and trying to protect your data from hackers, perhaps it’s time to consider a change. While change can sometimes be intimidating, it’s important to stay up to date, …
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Data Migration Tips for Dynamics 365
One of the most important parts of a migration is getting the current data to the new system as efficiently as possible. To do that, preparation is key — the more you do, the more likely you will be successful in this endeavor. Below are some tips to help prepare for your Dynamics 365 CRM data …
Five Ways to Get Great Reports from Dynamics 365 CE
Dynamics 365 for Customer Engagement (D365 CE) provides many tools to report on your data. Dynamics 365 CE enables your team to easily manage their work from marketing leads to sales opportunities to customer service cases and all the activities in between. In addition to providing tons of ways to automate, coordinate and monitor these business …
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Dynamics 365 for Marketing: Better Collaboration for All Your Teams
Last April Microsoft released the new marketing module for Microsoft Dynamics 365. The solution addresses some areas that the Microsoft team knew would be important to not only your marketing team but also your sales and service teams. For instance, the new solution, Dynamics 365 for Marketing, offers an integrated event management solution and better …
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CRM Systems Fail Sales Teams. Can AI Help?
CRM systems are designed to automate processes, improve customer responsiveness and increase visibility. Your teams can’t wait to get their hands on the new toolset when they think about having more accurate, secure data at their fingertips. Post-implementation, fast forward a few months and getting your salespeople to properly use your new, shiny CRM is …
Maintaining Your Microsoft Dynamics CRM to Realize Its Full Potential
I’m guessing you regularly service your car, changing the oil and performing a maintenance check when it’s recommended by the manufacturer. Neglecting regular maintenance could mean a shorter and more troublesome life for your vehicle. The same principle apples to your CRM software solution. It’s not based on mileage, but your CRM should be checked …
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Where Did My Leads Go? Using Account-Based Sales & Marketing in CRM
A strategy to win new accounts and strengthen relationships with existing customers. Account-based Sales & Marketing programs are gradually being adopted by B2B organizations to target their best-fit accounts and deliver personalized communications to decision makers through a variety of media channels. The account-based strategy approach flips the B2B sales funnel and aligns the …
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5 Ways Dynamics 365 for Sales is Empowers Engagement
At its core, Microsoft Dynamics 365 for Sales is all about empowering sellers and it accomplishes this in five unique ways. Insight that Drives Action First and foremost, it provides actionable insight. Actionable insight is created thanks to the in-depth amount of data the software is able to capture and analyze. Through unique analyses, insight …
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