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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

17 CRM/ERP Experts Talk About 9 Creative Ways Microsoft Dynamics is Helping Businesses Pivot During Crisis

During times of uncertainty, innovation is crucial to survival. More and more organizations are looking to Microsoft Partners to help them pivot quickly by combining the power of Microsoft Dynamics ERP and CRM with their years of experience. Dynamics Partners are building pathways through uncharted territory by bringing innovative approaches to problems no one expected, […]

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Best Practices to Get Paid Faster – Building a Successful Recurring/Subscription Business​

As Simon Sinek says – “Start with Why”? Volumes play an important role in a subscription business. This revenue is billed more frequently, in fact monthly- for 1 customer you are generating 12 invoices a year! The invoices are typically smaller in size than one-off sales. If you are reselling products (which is true for […]

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The Tool Every Retail Banker Should Use To Serve Customers

There’s a tool owned by everyone from school children to executives. We’d like to make the case that retail bank employees can up their game and add value for their customers by using it for every interaction. What is this amazing tool? It’s your tablet. Picture this: A customer visits your bank branch for the […]

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Dynamics 365 Enhanced Email

Enhanced Email or Not With the Wave 1 2020 release, Microsoft rolled out an option called "Enhanced Email". This feature updates the current email experience in Dynamics 365. However, it only updates the experience from the timeline. So, you will need to decide if the enhanced email experience is right for you or not. I […]

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Ways Microsoft Dynamics 365 Can Strengthen Your Customer Relationships When Everyone is Working Remotely

With Microsoft Dynamics 365, your information is accessible anytime, anywhere, on any device. Just because the office is closed doesn’t mean your ability to service existing customers or manage your pipeline of future customers should be affected. Here are a few specific ways we feel that Microsoft Dynamics 365 is an asset during this time: […]

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Browser Updates to TLS and how it will Impact Microsoft Dynamics CRM

Browser Updates to TLS and how it will Impact Microsoft Dynamics CRM Microsoft, Google, Apple, Mozilla and other major technology vendors are deprecating support of TLS versions 1.0 and 1.1 in 2020.  Popular web browsers will continue to function but start showing alerts when TLS 1.0 or 1.1 web communication is encountered, and server-to-server communications will also change. Transport Layer Security (TLS) is a security […]

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Provide Seamless Customer Service with Case Management in Dynamics 365

Most of us have experienced the all to familiar situation of having to explain our problem over and over again to numerous support people. If only your issue was recorded the FIRST time you call so you weren’t stuck repeating the same thing. With Case Management in Dynamics 365, a case is started at the […]

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Comment Dynamics 365 Sales peut optimiser les ventes des firmes de services professionnels

Bien qu’une solution de gestion de la relation client soit un outil important pour toute industrie, il peut être plus facile pour les compagnies qui vendent des produits d’en justifier l’utilisation que pour les firmes de services professionnels. Puisque ces dernières vendent leur temps et leur expertise, elles n’ont pas nécessairement besoin de faire le […]

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User experience Made Easier With Enhanced Filtering in Dynamics 365!

Easily Find the information you are looking for Enhanced filtering in Dynamics 365 makes the user experience easier than ever before. Grids in the UI have been enhanced to show more data on your screen. Columns now have more filtering options including improved date filtering. Tabular data manipulation is now easier with a whole range […]

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Looking for CRM Pricing? Start Here.

Is your business growing and changing? Or are you hoping it will happen in the days ahead? Do you have thoughts of replacing your legacy CRM (Customer Relationship Management) system to keep up with your current or expected growth? There are many reasons to update your CRM to Microsoft Dynamics 365/CRM. Microsoft invests a lot […]

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