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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

Increase Sales and Customer Engagement with Microsoft Dynamics 365 for Marketing

It has been a long time coming, but Microsoft’s marketing automation solution, Microsoft Dynamics 365 for Marketing, is now available, providing organizations with all the tools they need to automate campaigns, obtain better customer insights, and help drive their sales team. Built on the Microsoft Dynamics 365 Customer Engagement platform (previously known as Microsoft Dynamics […]

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4 Ways to Avoid Making a Bad Impression With Project-Based Invoicing

As a consulting company, your job is to help your clients to be more efficient. But if your own team does not appear to be efficient, why would anyone hire you? The invoices you send to your customers are a reflection of your company’s internal efficiencies. Your invoicing process can leave either a positive or […]

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5 astuces pour assurer un haut taux d’adoption des utilisateurs lors de l’implantation de votre nouvelle solution Microsoft Dynamics 365 – Formation des utilisateurs

Dans notre article précédent, nous avons offert des astuces pour améliorer le taux d’adoption des utilisateurs avant même l’implantation d’une nouvelle solution CRM. Cela dit, une formation appropriée et taillée sur mesure selon les besoins spécifiques des utilisateurs finaux est essentielle pour assurer un haut taux d’adoption d’une solution CRM telle que Microsoft Dynamics 365. […]

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5 Tips to Ensure a High User Adoption Rate when implementing your New Microsoft Dynamics 365 Solution – After Go-Live

The implementation process of a new CRM solution such as Microsoft Dynamics 365 does not end on the go-live date: afterwards, a continuous effort is required to ensure that your users make full use of the system and its functionalities. After all, an implementation project is only truly successful if it helps your organization achieve […]

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Virtual Reality Redefines How Customers Experience Products

For years, Microsoft Dynamics customers have leveraged Powertrak CPQ software to ensure accuracy and efficiency in their sales quoting, ordering, and configuration processes. Five years ago, our product configurator customers had the option to transform their still images into interactive 2D drawings and 3D models. Today, they can take their configurable products and room layout designs […]

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How to Compare CRM Options for the Employee Benefits Broker Industry

Insurance benefits brokers know that using a good CRM system can make them more productive. But, finding one can be easier said than done. A good CRM system can help any business quickly identify new sales opportunities, manage follow-through from lead to close, and nurture existing customers. But the methods and terminology used in the […]

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Gone Phishing: Best Practices to Protect your Outlook Account

At a recent company retreat, we were reminded of the importance of cyber security. This topic doesn’t directly relate to Microsoft Dynamics CRM in a software sense, but it does aid in the Customer Relationship Management department. You and your team need to protect yourselves in order to protect those you do business with.   […]

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5 Tips to Ensure a High User Adoption Rate when implementing your New Microsoft Dynamics 365 Solution – User Training

In our previous article, we offered some tips to improve user adoption rate even prior to the implementation of a new CRM solution. That said, proper training tailored to the specific needs of end users is essential to ensure a high user adoption rate for a new CRM solution such as Microsoft Dynamics 365. The […]

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How to Organize Dynamics CRM Documents in SharePoint

How to Organize Dynamics CRM Documents in SharePoint Not many companies are aware of the capability of Dynamics CRM and SharePoint integration, and the benefits for their business.  Microsoft Dynamics CRM and SharePoint Integration helps users to view and share stored documents easily, and increase productivity and strengthen the collaboration between the different business units […]

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5 astuces pour assurer un haut taux d’adoption des utilisateurs lors de l’implantation de votre nouvelle solution Microsoft Dynamics 365 – Avant l’implantation

L’implantation d’une nouvelle solution CRM telle que Microsoft Dynamics 365 peut représenter un investissement substantiel pour toute organisation, autant en temps qu’en argent. Il importe donc que vos ressources utilisent le nouveau système afin que ses fonctionnalités et bénéfices permettent à votre organisation de profiter du meilleur rendement possible sur son investissement. À cette fin, […]

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