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

 
 

Microsoft Dynamics CRM 2011

You implemented a new CRM system. Great! But why is no one using it?

Your new CRM system is up and running. But why isn't anyone using it? According to Principal Analyst Bill Band of Forrester, the biggest threat to a successful CRM project implementation is slow user adoption. Band also states that not only is early and pervasive user acceptance one of the biggest indicators of success, it is a MANDATORY precursor to success. But before we dig into this, it’s important to define exactly what we mean by User Adoption . . .

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How the Right CRM Solution Can Make Your Association’s Members Feel Like VIPs

Each member of your association wants to feel that they are important and valued. As the organization grows, it becomes more difficult to maintain that personal connection with each member. The good news is that with modern membership and business management systems that connect and share data, you can maintain a personal level of interaction. […]

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The Better CRM: Microsoft Dynamics 365 or Salesforce? Forrester study says Dynamics 365.

The world of CRM is populated with all kinds of “solutions.” We use quotation marks here before many of these so-called customer relationship management “solutions” are anything but.   That said, there are only two real options for the vast majority of businesses: Salesforce or Dynamics 365. They’re both industry leaders, and they both have […]

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Leverage the New Tax Plan to Invest in Your Business

  Have you been waiting for the chance to invest in your business, upgrade your tech, and bring your company up-to-date with the latest industry trends? There’s no time like the present!   On Wednesday, December 20, 2017, Congress passed the Tax Cuts and Jobs Act. This tax reform legislation will allow you to dramatically increase […]

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Defining Marketing ROI in Microsoft Dynamics CRM

A key component of successful marketing is measuring the results of your marketing activities and the revenue they ultimately generate for the organization. Since marketing is not directly involved in the sales process, it is incumbent upon the sales staff to gather information about the origin of the lead.  Communication between the sales and marketing […]

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Introducing Dynamics CRM 2016

If You Thought That Was Cool … Wait Till You See This Woody Davis In my experience with Microsoft Dynamics CRM, I’ve witnessed a product evolving over time. The CRM Development team is constantly improving on the previous version and finding creative ways to engage an organization’s customer base. And now, with Dynamics CRM 2016, […]

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Recurring Invoices / Subscription Invoicing System

If you offer clients periodical services or subscription-based products, you need to invoice them, usually once a month or within agreed billing cycle. Dynamics Workflows version 5 provides a flexible system to create recurring invoices based on Invoice Templates, Invoice Line Items Templates and workflows to automatically generate invoices every billing cycle and for the […]

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CRMUG Summit & Product Announcement

Thank you to those who were able to make our “Increase Your Engagement, Not Your Budget,” session at CRMUG’s The Summit event! During our session we had the opportunity to show you the value of Peak Portals, have a customer tell you how the portal has been a value to them and also had the pleasure […]

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Jinan Construction Generates 300 Legal Contracts with Merge Fields from Dynamics CRM

Jinan Construction is a Chinese company developing multi-storey residential towers in countries like Australia and Asia. Flat’s prospects and buyers are managed with Dynamics CRM. The CRM solution includes, among other entities, the Legal Contract entity that stores the purchaser’s details and child entities (1:N) to manage payments schedule, clients requests for custom design and […]

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5 Keys to a Successful Dynamics CRM Discovery Session

Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. But there is also some work the client can do to ensure a positive result. Clients can help ensure a successful implementation by paying attention to […]

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