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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

Don’t Be Scared of Overhead: Why It’s Ok For Nonprofits to Spend on Technology and Fundraising Costs

Is your non-profit scared of overhead?  Does your board spend lots of time wringing its collective hands over whether you spent 14% or 17% on fundraising this year?  Do you have trouble justifying nonprofit technology cost to board members?  Are fundraisers worried about facing ire from donors about that 3% extra your organization spent on […]

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Document Flow Automation for Microsoft Dynamics 365

There are so many ways to mark progress in human history. In recent decades, we’ve made huge leaps in technology and capabilities that have re-defined modern life. Xpertdoc vs. OOTB Document Generation in Dynamics 365 The evolution of document generation offers a similar picture. Progress isn’t measured only by a new product, but by automated […]

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Mettre à jour le prix des commandes clients en cours dans Microsoft Dynamics 365

Microsoft Dynamics 365 permet de verrouiller les prix des produits des commandes clients, ce qui peut causer des difficultés aux utilisateurs lorsqu’ils tentent de mettre à jour le prix unitaire. Lorsque cette situation se présente, elle peut être gérée de deux façons différentes : Via le ruban de la barre d’outils Via l’icône représentant un cadenas […]

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Adding Value to Microsoft Dynamics 365 with Document Generation

Automation has always been a popular concept. Once a staple of science fiction lore, it’s now become part of modern daily lives. One example is office automation which began back in the day with basic document management.  It wasn’t long ago that everyone used typewriters and filing cabinets to manage their office documents, until PCs […]

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CRM Software Success: 3 Frequently Overlooked Red Flags

Are you considering a new CRM software system? CRM software (customer relationship management software) is designed to help organizations reach business goals like: Converting more prospects into sales Creating a collaborative sales process Improving inbound marketing and lead generation Getting a 360-degree view of customers Cutting service request costs and sales process costs.   The […]

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Updating product unit pricing on open sales orders in Microsoft Dynamics 365

Microsoft Dynamics 365 offers price locking on sales order products, which can cause users to experience difficulties when they attempt to update unit pricing. When this situation arises, it can be managed in two ways: Via the toolbar ribbon Via the lock icon found directly above the sales order products sub-grid By default, when sales […]

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How to Use Multiple Lead Scoring Models

By Bruce Coffman, emfluence Marketing Platform Channel Sales Manager Lead Scoring. Most of us have heard about its importance, for marketers and salespeople alike. Which potential buyers have taken interest and are window shopping, either glancing as they walk by, or peering in with both hands wrapped around their eyes for focus. Not through actual […]

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Les 5 fonctionnalités de la mise à jour d’octobre 2018 de Microsoft Dynamics 365 que nous attendions le plus

La dernière mise à jour cloud majeure de Microsoft Dynamics 365 est finalement arrivée le mois dernier ! En effet, la version d’octobre 2018 de Business Applications amène une nouvelle gamme de fonctionnalités et d’améliorations que nous attendions impatiemment.   Comme nous en avions parlé précédemment, tous les utilisateurs de Microsoft Dynamics 365 doivent migrer […]

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Top 5 Microsoft Dynamics 365 October 2018 Release Features

The next major cloud update for Microsoft Dynamics 365 arrived this month! The upcoming Business Applications October 2018 release comes with a host of features and enhancements that we are really excited about.   As mentioned previously, all Dynamics 365 users will have to migrate to the new version by January 31, 2019 to take […]

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La version cloud de Microsoft Dynamics 365 profitera bientôt de mises à jour continues

Microsoft change la façon dont les mises à jour de Microsoft Dynamics 365 seront livrées : les mises à jour cloud majeures seront maintenant déployées deux fois par an, soit en avril et en octobre, afin de fournir de nouvelles capacités et fonctionnalités. Ces mises à jour seront rétrocompatibles, alors que les mises à jour de […]

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