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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 CRM

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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1 Click to Export Dynamics 365 CRM Report/Word/Excel Templates

Dynamics 365 CRM software is used to record and maintain customer information, streamline processes which in turn improves the profitability of the business. It organizes this information to provide a 360 degree view of the customer which further enhances the management of relationship between the customer and the organization. With Dynamics 365 CRM end users […]

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Considering Price Quote Software for Microsoft Dynamics CRM? Look for These Key Features

Sending accurate sales quotes and communicating with buyers about those quotes can be a challenge when working in Microsoft Dynamics 365 for Sales. You shouldn’t have to spend extra time updating pricing and product lists or configuring discount rules. And, manually sending quotes is an error-prone process that’s frustrating for sales reps and buyers alike. […]

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Microsoft Dynamics 365 Updates Are Coming

Microsoft Dynamics 365 Updates Are Coming! Microsoft has announced new enhancements and capabilities across all of their business process applications, which they've dubbed 2019 Release Wave Plan 2. This includes changes to Dynamics 365 for Sales, Marketing, Customer Service, Field Service, Project Service Automation, Finance and Operations, Talent, Retail and Business Central. These updates will be automatically […]

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5 reasons how QuickBooks integration with Dynamics 365 CRM can help streamline your business process

Sales and Accounting departments of an organization are interdependent on each other. Both require some data from the other for transparent transactions. However, when both these divisions work on different apps, to sync Sales and Accounting it might be a challenge to the management to control confidential data and every step and transactions have to […]

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Improve IT Help Desk Efficiency with a No-Code Bot – Microsoft Azure

Take Your Help Desk to the Next Level with a No-Code Bot Regardless of what industry you’re in, it’s important to offer your employees the support they need. For many organizations, this internal support takes the form of an online help desk. But, while there are certainly some inquiries that lend themselves to interacting with […]

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Clone Records along with Deep Links in Dynamics 365 CRM

The key to a successful business is automating the tasks that do not necessarily require human intervention. It forges a surge of innovative solutions that can multifold your accuracy and bring incredible results. It was a breakthrough in the world of Sales when Dynamics 365 CRM was first launched. Many industries adopted it in their […]

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8 Guiding Principles for CRM Implementation Success

When interviewed after the fact, some managers have lamented the things they didn’t know before implementing their CRM (Customer Relationship Management) solutions. To save you the pain of “implementer’s regret,” we’ve identified eight guiding principles designed to make your CRM selection and implementation a success. 1. Start with a vision Which CRM you select will […]

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6 Problems CPQ Solves for Microsoft Dynamics 365 for Sales Users

  Microsoft Dynamics 365 for Sales users gain tremendous efficiency and productivity by running their business on one platform that provides a single source of truth about prospects and customers. Consider how much stronger your ROI would be if you could also automate the product pricing and quoting process from within Microsoft Dynamics, while gathering […]

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Connecting Power BI to Dynamics 365

Business Intelligence tools are becoming increasingly popular with 91.6% of global companies increasing their investments in big data and AI in 2019. While many businesses are discovering uses for BI, it’s important to understand what BI tool makes the most sense and how they can connect to the systems you already use. Power BI is […]

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