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

 
 

About Microsoft Dynamics 365

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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Take Scheduling to the Next Level with Dynamics 365 Field Service

One of the newer modules in the Dynamics 365 family, Field Service, leverages the latest technology offered by Microsoft and combines it into one powerful solution. D365 Field Service is an integrated solution with your current D365 environment, enabling you to be field ready with your already configured environment, filled with customer data. D365 Fields […]

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Set Field Visibility in Dynamics 365 Using a Business Rule

Business Rules in Dynamics 365, CRM 2013, CRM 2015 and CRM 2016 provide an interface for you to simply configure the ability to set or hide field visibility. Let's walk through a brief example scenario so you can see just how easy it is for a System Administrator to use the drag and drop Business Rule […]

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Top Ten CRM Software Blog Posts for 2018

What topics were the most popular with CRM Software Blog readers in 2018? Take a look: 1. Managing System Views & Dashboards in Dynamics 365 by Aaron Back, MCP, ACE Microtechnology There are many out-of-the-box System Views and Dashboards that come with Dynamics 365. Sometimes, there are Views or Dashboards that go unused and are […]

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Updating product unit pricing on open sales orders in Microsoft Dynamics 365

Microsoft Dynamics 365 offers price locking on sales order products, which can cause users to experience difficulties when they attempt to update unit pricing. When this situation arises, it can be managed in two ways: Via the toolbar ribbon Via the lock icon found directly above the sales order products sub-grid By default, when sales […]

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Ease Navigation, Edit the Site Map in Dynamics 365

There is a standard sitemap for all Dynamics 365 instances, but chances are the default sitemap does not scream ease of navigation for your organization. It is important that Users can easily find the entities they need without hunting column by column, and more importantly, they see what they need to see, and ONLY what […]

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Estimate the Cost of Microsoft Dynamics 365/CRM with our Online Quick Quote Tool

The good news is that your business is growing. Congratulations. But are your business processes and technologies keeping up? When you started out you might have been able to count your customers on your fingers and toes. Now that you’ve grown, you need something a little more sophisticated and reliable. If you have investigated CRM […]

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Stand by for Dynamics 365 April ’19 Release Guide

Microsoft has announced the next major Dynamics 365 update will enter general availability from 5 April 2019. A release guide will be published on 21st January detailing what's new in D365 and the Microsoft Power platform. Previewing the April '19 Update From 1st February, admins will be able to test the new version and selected […]

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7 Characteristics of a Successful Ongoing CRM Implementation Mindset – Part 2

In our previous blog, we outlined the many changes that have affected the CRM industry, including ever changing customer and user expectations.  We stressed the importance for organizations to adopt a new mindset of continuous improvement and new approaches to managing their CRM technology and processes investments over time. But how can that actually be […]

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