About Microsoft Dynamics CRM

Using Dynamics 365 For Managing Data In Nonprofits

When a nonprofit invests in high-end CRM software, it’s logical to set an expectation regarding some ROI (Return on Investment) in terms of donation, grants revenue. But to get the real worth, you need to utilize the features to the max. The market is filled with a range of CRM software, each claiming to be …

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Not Ready Yet to Upgrade your CRM? No Problem

Microsoft Dynamics 365 CRM and other systems are there to support your daily operations and contribute to your success. The test is keeping your systems up to date and operating as designed. With the steady advance of technology, the pressure to upgrade is constant, especially if you’re still on premises. If it is your responsibility …

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Security Error in Microsoft Dynamics 365 Custom Workflow

In most organizations, sending an email to teams is an activity that is performed daily. As an example, if a new lead comes into the CRM organization, the assigned team needs to be notified, so that they can follow up. Unfortunately, sending an email to a team isn’t a simple task in CRM. It comprises …

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Resource Scheduling Optimization in Microsoft Dynamics 365

The effective management of scheduling resources to perform a task remains a challenge for many organizations despite the increases in automation and productivity.  Resource Scheduling Optimization is an add-on capability for Microsoft Dynamics 365 Field Service application that enables field service administrators and dispatchers to automatically schedule work orders and other schedulable records for the …

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Why is Microsoft Dynamics CRM software important for the sports industry?

A sports fan arguably is the ideal client, frequently promoting and communicating about their favorite brand (the team). But using that passion and learning how to manage, communicate and embrace them in a way that can satisfy the team and the fan is easier said than done. Many sports teams rely on CRM software to …

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Attaching an SSRS Report in Dynamics 365

Just being customer-centric isn’t any added value that an organization has to offer anymore. It is a quintessential feature that underlines the ideals of a company. It has been proven that it is cost-effective to retain old customers and one of the best ways of doing that is taking care of them. This could mean …

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Microsoft Dynamics 365 CRM Optimization Tips to Fill Your Downtime

For most industries, operations tend to slow down at a certain time of the year, often during the summer months. If this is the case for you, it might be a good moment to optimize your Microsoft Dynamics 365 CRM platform in time for when things pick up again. If you’re looking for things to …

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How Much Does CRM Cost?

CRM systems today are more important than ever to help capture every opportunity and put the odds in your favor for both managing your existing customers effectively and nurturing prospects to close.  Over time, Customer Relationship Management or (CRM) software has increasingly evolved to include more business tools necessary to help companies with staying on …

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10 Reasons Why Dynamics 365 Is A Better Choice for Non-Profits

It’s not an unknown fact that technology can take an organization to a different level making it more efficient, productive, and generating a good return on investment. As such it becomes a little tough for organizations who are still using old technology and are rummaging through several spreadsheets for information. Microsoft Dynamics 365 takes care …

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The Business Benefits of Dynamics 365 and SharePoint Integration

With changing innovation scene and the requirements of today’s clients, a venture calls for better work process management, closer coordinated effort among the teams, and tools to automate and drive process effectiveness. Not every software has been configured properly to be compatible with others. However, in the case of Dynamics 365 and SharePoint, since both are …

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