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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 Best Practices

One of the great features of Dynamics 365 is that you can easily configure the system to meet your needs. Creating new entities, fields, and views can be done through the current interface and without the need to have development knowledge and write code. Workflows can be created by users to help them perform some […]

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How an embedded PowerApp enables faster sales quoting

Creating sales opportunity in Dynamics 365 which involve multiple products can prove repetitive and time-consuming. That's because default controls force users to select one product at a time. For busy sales professionals creating multi-line quotes this is a drawn-out process. Thanks to the Microsoft Power Platform, flexible solutions have emerged to save time and create […]

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Shopping for CRM? Stop Here First

If you are the person who has been tasked with researching and budgeting for a new or updated CRM (Customer Resource Management) solution for your business, no doubt Microsoft Dynamics 365/CRM has made its way to the top of your shortlist. It is one of the most popular and highly rated solutions because of the […]

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AI for Asset Management: Retailer & Wholesaler Lines of Business

AI for Asset Management: How AI Can Help Manage Retailer & Wholesaler Lines of Business As anyone in the industry can tell you, asset management is highly competitive. At the end of the day, your company’s competitive edge -- or lack thereof -- comes down to two things: having the right data and executing on […]

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Manage your KPIs with Dynamics 365 Goals

Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in […]

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4 Ways Relationship Assistant in Microsoft Dynamics 365 Can Make Your Life Easier

Don’t we all wish we had a personal assistant to help keep us organized? If you have ever missed an important deadline, let a sales opportunity slip through your fingers or inadvertently ignored a critical email you know an assistant could have helped. Few of us can afford a personal assistant, but all Microsoft Dynamics […]

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7 Reasons Why Companies Prefer Microsoft Dynamics 365 to Salesforce.com

The Dynamics 365 Advantage: 7 Reasons to Choose Dynamics 365 Over Salesforce When it comes to choosing a CRM software solution, you might be tempted to go with the company that boasts the greatest market share. Salesforce commands 25% of the CRM market, and many businesses assume that this makes Salesforce the obvious choice. In […]

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Setting up D365 Sales and SharePoint Integration

Setting up the native SharePoint integration in Dynamics 365 can greatly benefit your organization. SharePoint allows users to store files, organize them, and provide ease of access to their colleagues. One of the biggest upsides of enabling this integration is that SharePoint offers much more storage space then D365 Sales, so you do not need […]

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Mettre à jour le prix des commandes clients en cours dans Microsoft Dynamics 365

Microsoft Dynamics 365 permet de verrouiller les prix des produits des commandes clients, ce qui peut causer des difficultés aux utilisateurs lorsqu’ils tentent de mettre à jour le prix unitaire. Lorsque cette situation se présente, elle peut être gérée de deux façons différentes : Via le ruban de la barre d’outils Via l’icône représentant un cadenas […]

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Adding Value to Microsoft Dynamics 365 with Document Generation

Automation has always been a popular concept. Once a staple of science fiction lore, it’s now become part of modern daily lives. One example is office automation which began back in the day with basic document management.  It wasn’t long ago that everyone used typewriters and filing cabinets to manage their office documents, until PCs […]

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