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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

Comment Dynamics 365 Sales peut optimiser les ventes des firmes de services professionnels

Bien qu’une solution de gestion de la relation client soit un outil important pour toute industrie, il peut être plus facile pour les compagnies qui vendent des produits d’en justifier l’utilisation que pour les firmes de services professionnels. Puisque ces dernières vendent leur temps et leur expertise, elles n’ont pas nécessairement besoin de faire le […]

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Turn D365 into a Customer Relationship MAXIMIZING Solution

What do we really want out of customer relationships? Yes, we all want to ensure customer satisfaction. Yes, we all want to keep customers engaged with our brand and products. But let’s cut the malarkey: we mainly all want revenue. (And satisfied, engaged customers are the revenue drivers.) Today, we’ll share a few tips on […]

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Effective Guided Selling for Remote Sales Teams Using Microsoft Dynamics 365 for Sales

In the current economic climate, you may be evaluating your sales processes to uncover areas that could be streamlined for greater efficiency and better results. Now is the prime opportunity to dig into your sales metrics and technology stack to make improvements. You may be asking yourself the following questions: Can every member of my […]

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How Dynamics 365 Sales Can Optimize the Sales of Professional Services Firms

While a customer relationship management solution is an important tool for any industry, it may be easier for companies that sell products to make a case for the use of a CRM than it is for professional services firms. As the latter sell time and expertise, they may not need to track which products clients […]

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Now visualize Business Process Flow in the form of Kanban Board and categorize rows for better data clarity in Dynamics 365 CRM & PowerApps

Growth of an organization depends upon the collective effort put together by all the departments; be it Sales, Marketing, Finance or Accounts. This effort includes pursuing each and every business process diligently and maintaining decorum while doing it. In order to pursue these processes, one needs to know about it and understand it. Once it […]

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Blockchain to revolutionize invoices and quotes

Most people immediately associate blockchain with Bitcoin. It is true that blockchain was initially mainly used in the context of digital currencies exchange. Today, Blockchain technology has much broader applications. It has specific characteristics that make it ideal for improving the reliability of business workflows that involve sensitive information like invoices, quotes, or contracts. The […]

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PCF Controls in Dynamics 365 CRM for quick and easy visualization of data on map!

Visualizing Dynamics 365 data on map is one of the core elements for easy implementation of a business process in any organization. By viewing where the prospects come from, and which regions need to be focused on for improving businesses, the sales can be seamlessly improved. To improve the overall performance of Dynamics 365 CRM, […]

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Comment personnaliser votre solution Microsoft Dynamics 365 Sales (CRM)

Nous avons parlé récemment des bénéfices de personnaliser votre solution Microsoft Dynamics 365 Sales. Il est possible d’adapter presque n’importe quoi selon vos besoins et réalités spécifiques, des champs aux formulaires, en passant par différents processus d’affaires et flux de travail (workflows). En faisant en sorte que votre solution de gestion de la relation client […]

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12 Reasons Banks Should Evaluate Crowe CRM for Banking, Especially Now

I had intended to write about the 11 reasons banks should consider Crowe CRM for Banking. Then the pandemic hit and reason number 12 quickly became evident. Crowe CRM for Banking powered by Microsoft Dynamics 365 empowers bank staff with the tools and information they need to efficiently deliver high-quality, personalized service - for all […]

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Document Attachment and Document Management – Dynamics 365 CRM now has a smart app for it!

Inogic is one of the leading ISV partners for Microsoft Dynamics 365 CRM and has been providing solutions to enhance its productivity. Over the years, many applications like Click2Clone, Click2Export, etc. have been developed. These apps have been a huge hit with businesses and industries all around the world. And recently, Inogic came up with […]

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