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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

How Microsoft Dynamics 365 Customer Engagement can Support Remote Work

With social-distancing measures enforced across the world, many organizations are scrambling to keep their operations running while their employees are now working remotely. Luckily, Microsoft offers multiple tools that can keep your employees connected no matter where they’re located. A cloud-based customer relationship management platform such as Microsoft Dynamics 365 Customer Engagement and the Microsoft […]

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Beyond Sales Proposal Templates: Create Dynamic Sales Proposals in Microsoft Dynamics 365 for Sales

The last time you sent a proposal to a prospective customer, did the scene play out like this? You spent 20 minutes finding the right sales proposal template, or worse, copying a previous proposal. Then you spent another 30 minutes personalizing it and double-checking that every blank is filled in and mention of other customers […]

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Territory Management within Dynamics 365 CRM on Maps – How does it make life easier!

Dynamics 365 records have an intrinsic field i.e. address which can be used by the users to plot their geographical locations on map. By visualizing the geographical locations on map, managers can plan territories out of them and further assign them to the Sales and Service reps for an effective client management. Maplytics your favorite […]

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Track CRM usage and Team Performance by administering Dynamics 365 CRM User Adoption

Any organization cannot emphasize enough on how crucial User Adoption is for any system. With proper user adoption the teams are able to perform better and be in sync with the system updates. Since, tracking each and every individual in a system is not easy, there can be a collective unit where these updates are […]

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Personnaliser votre solution Microsoft Dynamics 365 Customer Engagement (CRM)

Ceci est une version réécrite d’un article de blogue publié il y a quelques années. Puisque l’information est toujours pertinente, nous avons décidé de mettre à jour quelques-uns de nos anciens articles.   Un des principaux bénéfices d’une solution de gestion de la relation client est sa flexibilité et son adaptabilité. En effet, elle peut […]

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Staying one step ahead of the competition with XRM and IIoT

It is not easy to maintain that edge and stay one step ahead of the competition. This is the story of Noah Walker, a CRM consultant, that wanted to find a way to help Oliver Smith, production manager at a manufacturing facility, stay ahead of his competition.                 […]

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Understanding the Azure Plan vs. Microsoft Azure

Microsoft Azure (Class Azure) will be available through Nov 1st, 2020. Microsoft MSP and CSP partners are currently transitioning their Azure customers to the Azure plan and the modern commerce infrastructure before the deadline. Partners purchasing a new Azure offer in Partner Center must choose between Microsoft Azure or the Azure plan. Partners will not […]

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Customizing Your Microsoft Dynamics 365 Customer Engagement (CRM) Solution

This is a rewritten version of an older blog post. As the information is still relevant today, we decided to revisit some of our older content and update it.   One of the main benefits of a customer relationship management solution is its flexibility and adaptability: it can be customized to enhance your processes and […]

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How to Remove Contract Management Roadblocks Inside Microsoft Dynamics CRM

Contract management plays a vital role in business operations. Contracts dictate business strategies and relationships between organizations and vendors. During the sales process, a considerable amount of time is spent ensuring contracts reflect corporate policies, fulfillment capabilities, regulatory requirements, and financial interests.  An efficient contract management process ensures contracts are created, negotiated, approved, and carried […]

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Learn More About Microsoft’s New Commerce Experience

Partners will need to have their customers confirm acceptance of the Microsoft Customer Agreement by January 31st, 2020. If these agreements are not signed, no new subscriptions can be added or license counts changed in Partner Center. Here are the 3 methods of confirming the Microsoft Customer Agreement: Attestation through Partner Center Attestation through APIs like Work 365 Sending the agreement […]

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