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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

by ISV/Add On Partners

Get ready! Top Dynamics 365 Trends Coming your Way in 2021

2020. A year we will remember. A year that was not quite as we expected it to be - to say the least!  Still, the Earth keeps spinning, the software world keeps evolving, and you don’t want to fall behind.  There are several Dynamics 365 trends out there and you should keep an eye on […]

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Can You Boost CRM Technology Acceptance and User Adoption?

User adoption of new technology has been an issue for as long as technology exists. Software is no exception. Organizations deploy new software hoping it will have a big (positive) impact, and sometimes it seems that very impact gets in the way of user adoption. This is very much the case for new CRM systems. […]

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7 Ways The Right CRM Helps You Serve Your Banking Customers Better

The old adage about a bird in the hand being worth two in the bush rings true when you’re talking about nurturing existing client relationships. It’s less expensive and more efficient to cultivate the customers you already have while your marketing department helps you find new ones. This is especially true for retail banks and […]

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Comment les firmes comptables peuvent bénéficier de Dynamics 365 pour leurs opérations

Bien qu’elle soit plus connue en tant que solution de gestion de la relation client (CRM), Microsoft Dynamics 365 fait bien plus. Elle offre non seulement une gamme de modules pour optimiser vos affaires, mais aussi la flexibilité de développer des solutions spécifiques à certaines industries. JOVACO l’a donc fait pour les firmes comptables. Le […]

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3 Document Management Tips to Boost Security and Performance in Dynamics 365

Microsoft Dynamics 365 users end up having it as part of their daily routine and infrastructure. All kinds of valuable information are in there and Dynamics easily becomes crucial for the company. In spite of that, some important aspects are often overlooked. For example, have you noticed the number of attachments and documents that end […]

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How Accounting Firms can Leverage Dynamics 365 for their Operations

While it’s mostly known as a customer relationship service (CRM) solution, Microsoft Dynamics 365 does far more than that. It not only offers a range of modules to optimize your business, but it’s also flexible enough to develop industry-specific solutions. JOVACO has done this for accounting firms. The resulting solution sits on top of the […]

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What Makes the Perfect CRM Record?

 Want to be a better data-driven marketer? Your Microsoft Dynamics CRM is a great place to lay that foundation!   Let’s get started by talking about what makes your perfect CRM record. This will be unique for every business, but there are some guidelines you can use to start your thinking and planning processes: Sales […]

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Nouvelle fonctionnalité de Concepteur disponible bientôt pour Word pour le web

Microsoft a récemment annoncé le lancement prochain d’une toute nouvelle fonctionnalité pour Word pour le web : Concepteur, lequel vous permettra de créer des documents d’allure professionnelle directement à partir de Word pour le web. Certains utilisateurs peuvent déjà en profiter suite à un lancement ciblé, mais le lancement standard est prévu pour début novembre. Le […]

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New Designer Feature Available Soon for Microsoft Word for the Web

Microsoft has recently announced the upcoming launch of a brand-new feature for Word for the web: Designer, which will let you create polished documents directly from Word for the web. A targeted release has made the feature available for certain users already, but the standard release is planned for early November. Designer offers formatting consistency […]

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How is Your Bank Planning to Get Ahead of the Coming Wave of Problem Loans?

These are unprecedented times, but we know the wave is coming. Every bank needs a strategy to get ahead of the coming wave of problem loans and work with your borrowers through tough times. At 2.15% as of Dec. 31, 2019, the percentage of problem loans was at a slightly higher starting point than before […]

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