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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 Team Member License Changes

Dynamics 365 Team Member License Changes - the party's over... Well, not over but being scaled back. Team Member licenses for Dynamics 365 are a light-use license providing access to only main areas of the product - Account, Contact, Activities etc. Users with Team Member licensing are not supposed to be able to use sales, […]

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February Webinar: Three Flows to Charge Up Your Sales

Work Less and Do More With Power Automate! Everyone is looking for more time in the day. Power Automate enables you to work less and accomplish more. With Power Automate, you can automate repetitive, mundane tasks allowing you to focus on other things. Watch your productivity go through the roof! Charge up your sales with […]

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4 Ways the Right CRM System Can Help Banks Attract New Core Deposits

The number one strategic issue Crowe sees with our community and regional bank clients across the entire United States is attracting new core deposits. Core deposits that are low cost and sticky. So how do we grow core deposits and cross-sell to established customers? Build Social Networks Relationships still matter, we consistently observe that strong, […]

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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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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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Will Millennials Like the CRM System at Your Company?

Millennials have grown up in a world of technology. Because of this, they are accustomed to quick access to information and the convenience of electronically performing tasks. Companies that choose not to update to a modern CRM software system risk their Millennial employees becoming frustrated and impatient with slow, cumbersome, and inconvenient outdated systems. Here […]

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How to Setup a Dynamics 365 integration with SharePoint

If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you. Microsoft provides a native SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits. […]

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L’interface unifiée de Dynamics 365 Customer Engagement (CRM) disponible en octobre 2020

La nouvelle interface unifiée de Microsoft Dynamics 365 Customer Engagement (CRM) fournit une expérience utilisateur améliorée et adaptative, assurant ainsi une expérience cohésive à partir de tous vos différents appareils et plateformes. Elle sera disponible pour tout le monde à partir du 1er octobre 2020, mais certains utilisateurs ont déjà la possibilité de passer à […]

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Efficiency and Productivity are Keys to Sales Operations Improvement in 2020

Did you hit your sales targets in 2019? If you did, congratulations!  If you didn’t, you are probably looking back at what went wrong and searching for opportunities to do better in 2020.  There’s as much to learn from what went right, as from what went wrong. It’s likely that the areas where you met […]

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Dynamics Unified Interface Upgrades are Here!

Changes Are Coming to Dynamics You may have recently received an email from Microsoft stating that change is coming and your Dynamics 365 environments will be automatically transitioned to the Dynamics Unified Interface within the next 30 days. While this may seem alarming, this is only an optional early transition; you still have control over […]

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