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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

3 Ways to Streamline the Quoting Process in Microsoft Dynamics 365 for Sales [Video]

The ability to efficiently create accurate price quotes is crucial to accelerating sales cycles, increasing business growth, and ensuring your customers have a positive buying experience.  However, the process can be time-consuming and error-prone when there are numerous product configuration parameters. In fact, it can take several mouse clicks to add an inventory item to […]

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Microsoft Dynamics 365/CRM: How Much Will It Cost?

CRM (Customer Relationship Management) software is a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data. With Microsoft Dynamics 365, you get a flexible solution that's customizable to […]

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What You Need To Know If You Store Your CRM Documents In SharePoint

Many sysadmins choose to store CRM documents in SharePoint because managing documents is more intuitive in SharePoint. SharePoint also has very convenient extra functionalities for the end-users such as checking documents out and version history.   Another reason to go for this combination is that data storage is cheaper on the SharePoint side. If the standard SharePoint […]

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Case Study: Make the Most of Your CRM Data with Microsoft Power BI

JOVACO Solutions loves Microsoft Power BI, and one of its main benefits is that it can be integrated to Microsoft Dynamics 365 Customer Engagement to leverage the wealth of data stored in your CRM solution. While a full system integration may not be the answer or a possibility in the short term, Power BI lets […]

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How to Buy Microsoft Dynamics 365 CRM

Visit the CRM Software Blog and ERP Software Blog sites to find a list of experienced Microsoft Dynamics partners who can help you do a full evaluation of Dynamics 365. These companies focus on educating companies like yours in the ERP/CRM selection process. Some Dynamics partners work with the full Dynamics 365 system, including both […]

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What About Security between Dynamics 365 and SharePoint?

One of the leading CRM systems nowadays is Microsoft Dynamics 365. Together with SharePoint, it provides great document collaboration features, and many organizations around the world already use them as a duet. In this post, we will discuss how to ensure security settings synchronization between Dynamics 365 and SharePoint. It is going to be very […]

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How Microsoft Dynamics 365 Can Improve Your Business

Let’s take a look at how the automation, process flow, and centralized data that Dynamics 365 brings to your business can impact different departments. These examples are simplified and limited but will give you some perspective. The possibilities are endless when fueled by your creativity and a good partner to help you make them happen. […]

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Dynamics 365 October 2019 Updates-Headers and Density

Dynamics 365 October Updates Highlights In my previous blog, I highlighted a few of the items I am excited about in the upcoming October 2019 updates. If you haven't checked this blog out, you can find it here: https://www.crmsoftwareblog.com/2019/06/highlights-of-upcoming-dynamics-365-october-2019-updates/ Header and Density Updates First of all, you may be wondering what "Density" is. I will […]

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What to Look for in an Employer: Dynamics 365 CE/CRM Software Jobs

Searching for a Job Working with Dynamics 365 CRM? Here’s What You Should Look for in an Employer  Years ago, it was common for an employee to stay with a single company for decades -- sometimes for their entire career. Nowadays, however, this is incredibly rare. Particularly in the rapidly changing tech world, professionals will […]

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Budget for Microsoft Dynamics 365/CRM with Our Quick Quote Wizard

Microsoft Dynamics 365/CRM is the full function, cloud-based CRM/ERP system that runs on Microsoft’s Azure platform. Moving your CRM to Microsoft Dynamics 365 means that all of your sales, customer service, field service, marketing, project service automation, operations, and even financials can be done from one convenient, integrated cloud platform. Microsoft Dynamics 365 combines the […]

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