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

 
 

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Explore the latest Event-Based Alerts feature within your Dynamics 365 CRM!

Alerts4Dynamics (Preferred App on Microsoft AppSource) is a must-have app for all those of you who want to seamlessly create and manage alerts and notifications within Dynamics 365 CRM and Power Apps. It gives you an option to create a variety of alerts within Dynamics 365 CRM, such as Record-Based Alerts, Rule-Based Alerts, Announcement and […]

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How Detail Map feature within Dynamics 365 CRM & PowerApps helps create productive strategies with geographical insights

Maplytics (Preferred App on Microsoft AppSource) is known and valued for its easy user interface and powerful feature-set. To maintain this state of efficiency, Maplytics ‘Detail Map’ helps users visualize their Dynamics 365 CRM / PowerApps data on the map for analysis. Detail Map visualizations can be used to extract useful geographical insights for your […]

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1 Click to Undo changes in Bulk along with Restoring Dynamics 365 CRM Deleted Records & History Changes as well!

Data allows organizations to make effective business plans, find resourceful insights, and much more. Hence, maintaining good and accurate data in Dynamics 365 CRM and Power Apps is very crucial. But what if there is a data entry error? What measures to take when an important record is deleted from the CRM environment? Dynamics 365 […]

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Sales quotes in Dynamics: magic in, garbage out?

Everyone knows that if you put garbage leads or info into your CRM, you’ll have garbage on the back end, too. What about if you put magic in, though? Shouldn’t you get magic out? Not necessarily.  Here are some ways things can go off the rails during the sales process in D365, and how you […]

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Get better visualization of Cases using Kanban Board within Dynamics 365 CRM / Power Apps and resolve them quickly!

One of the factors that helps in maintaining efficiency, productivity and agility in business process is seamless data visualization. For this very purpose, we at Inogic, have come up with very a user-friendly Dynamics 365 CRM productivity app  – Kanban Board. Let’s understand how this amazing app will benefit you in visualizing Dynamics 365 CRM data […]

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How Banks and Lenders Can Grow Business By Knowing Customers in the Age of Social Distancing

In this time of social distancing and working remotely, the technology you choose and use to stay close and up to date with your customers is more important than ever. How do you get a complete view of your customers when you can’t meet with them in person? Having a full-function CRM (Customer Relationship Management) […]

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How Crowe Problem Loan Management App Can Help Lenders Deal With Problem Loans

It would be an understatement to say that we’re living in critical times. All businesses and most individuals are affected by the present economic downturn triggered by the COVID–19 pandemic. The banking industry is looking for ways to help their clients weather the storm while keeping their own institutions solvent. There’s little doubt that we’ll […]

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Marketing Automation Platform Implementation Guide for Microsoft Dynamics

There are lots of questions to answer as you consider what sort of marketing automation platform to connect to your CRM system, but one question that’s often overlooked is how will you implement the software? Will the process be painful or easy? And what do you need to know about that process before you sign […]

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Map My Relationships: Get a 360-Degree view of your Customers within Dynamics 365 CRM in a quick glance

Dynamics 365 CRM being a multifaced platform provides users data-driven solutions. And businesses look for solutions that can increase the productivity of Dynamics 365 CRM multi-folds. One such solution required is an application that can enhance the viewing of records and their relationships like account details, lead details, perform quick actions on records, and further […]

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Manage Subscriptions and Licenses within Dynamics 365 CRM like a pro!

Automation capability in software enhances the accuracy and ensures that maximum time is saved. Users working on Dynamics 365 CRM have a wide scope of automation to expedite the process. In Dynamics 365 for Sales, there is a process of creation of invoices. If these invoices are created manually each time it is required, one […]

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