Articles By: xRM³, Inc.

xRM³'s Logo What do I do about Microsoft Dynamics 365?

If you use Microsoft Dynamics CRM Online, at some point in the next 12 months you’ll be  confronted a question. How do you want to manage the transition to Microsoft …

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xRM³'s Logo The Transition to Microsoft Dynamics 365 – Part 2

In today’s blog post, I want to review the transition pricing for a small to mid-size customer using a typical customer example. This transition from Microsoft Dynamics CRM to Microsoft …

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xRM³'s Logo The Transition to Microsoft Dynamics 365 - Part 1

As we all transition from Microsoft Dynamics CRM to Microsoft Dynamics 365, I want to provide more information as to what you can expect as a Dynamics CRM customer. We …

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xRM³'s Logo Microsoft Dynamics 365 and the CRM Customer

There is no better time to be a Microsoft Dynamics customer than right now. You may have heard by now that Microsoft took the wraps off their new Microsoft Dynamics …

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xRM³'s Logo Work Like a Sales Detective with Microsoft Dynamics CRM

In the sales game, sometimes you have to do a little detective work to find the right contact at a prospect’s place of business, divine who interested parties are, find …

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xRM³'s Logo Service Case Customer Field Not Required in Dynamics CRM 2016

I ran into an issue recently trying to make the Case Customer field not required in Microsoft Dynamics CRM 2016.  I needed to make this field not required so I …

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xRM³'s Logo Introducing Microsoft Dynamics 365

Hello from the Microsoft Worldwide Partner Conference in beautiful Toronto! Every year, Microsoft gathers with its partner community to discuss their plans around all product lines. A common topic the …

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xRM³'s Logo Microsoft Dynamics CRM - Using Activities vs. Notes - Best Practice

In the last few months, I have conducted several Sales related training sessions where the number one topic is Activities vs. Notes in Dynamics CRM. Many of my recent implementation …

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xRM³'s Logo Frustrated with Goldmine? Switch to Microsoft Dynamics CRM

Still trying to run your business on Goldmine? Frustrated with how clunky and overly complicated the system is? Then invest in a CRM system that provides you with more than …

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xRM³'s Logo Microsoft Dynamics CRM Implementation - Data Migration and Integration Deserve Respect (part 1)

This is the first of a two-part post intended to get you thinking about Microsoft Dynamics CRM data migration and integration prior to the start of your project. Most Microsoft Dynamics …

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