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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

by ISV/Add On Partners

Here are the 5 best new features of Dynamics 365 arrived this year

  2019 is coming to an end, and it is time to look back at the new features of Dynamics 365 introduced this year.   We picked our five favorite features, do you agree with our choice? #1 Dynamics 365 Sales - Microsoft Teams integration Microsoft Teams is only two years old, but it is already […]

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How Automating & Assigning Dynamics 365 CRM Leads with Round Robin Algorithm Increases Productivity

Sales being the focal point of businesses, it is necessary to adopt and apply new practices to achieve maximum output. This is gained through pursuing each and every Lead. And loss of even one Lead can make a huge difference. This is where Lead Assignment & Distribution Automation comes in hand. It is an app […]

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Manage your Entire Sales Cycle with Microsoft Dynamics 365 Customer Engagement

With cloud-based technologies and AI, we hear a lot about all the different things a CRM solution can do. However, if you’re thinking about implementing a CRM solution such as Microsoft Dynamics 365 Customer Engagement, it’s important to start out with the functionalities that will bring the most value to your business.   Start out […]

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How to Integrate Dynamics 365 with Any Software for Live Data

How much time a day do we waste navigating between the apps? Researches say, 69% of workers waste up to 60 min/day switching between various programs and applications. One hour of a working day! It is because large companies have around 163 apps on average per one employee. Again, pretty overwhelming. Integration and synchronization between company […]

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Segmentation Strategies for Microsoft Dynamics Marketers

There’s an old saying: Knowledge is power. And for marketers, knowing as much as possible about our customers empowers us to create messaging that truly resonates. If you can develop an understanding of each of your clients or leads as individuals, you can deliver a more personalized message that will end up paying big dividends […]

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Connecting a legacy system to Dynamics 365

We all know companies that have a legacy system for a long, long time… longer than we think they should. How can we, as consultants or partners, help them move on? The first question that pops to mind is: "Why don't they just get rid of that old software?". You can see the legacy software […]

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Synchronize Dynamics 365 CRM and SharePoint security model using SharePoint Security Sync

Dynamics 365 CRM and SharePoint together make a great combination that provides flexibility and ease in document management. Many organizations across the world prefer to use both as a combo pack. And this combo pack can be made more formidable with our NEW upcoming productivity app – SharePoint Security Sync. So, what is SharePoint Security […]

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What About Security between Dynamics 365 and SharePoint?

One of the leading CRM systems nowadays is Microsoft Dynamics 365. Together with SharePoint, it provides great document collaboration features, and many organizations around the world already use them as a duet. In this post, we will discuss how to ensure security settings synchronization between Dynamics 365 and SharePoint. It is going to be very […]

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How Banks Can Incite Employees to Track Referrals in the New CRM System

A CRM system is only valuable if it is used. It doesn’t matter which system you selected, or how much money you spent; if the information it contains is not updated, current, and trustworthy, it will do you no good. In fact, it can actually cause more harm than having no system at all. And […]

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Community Summit Nashville October 6-9, 2020 – Your community is always on!

We were at User Group Summit (we mainly call it CRMUG Summit) last week. Ofcoz we are yet to catch up with the amazing time we had meeting our Dynamics 365 CRM and Power Apps Friends last week at our booth #1331, at our Maplytics session and the conference. Lots of interesting conversations with Partners […]

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