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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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Time Tracking in Dynamics 365 – So Easy, Your Team Will Love It

What is worse than the mundane task of time entry? The frustrating task of trying to collect and approve time from an entire team. The “timesheet police” at a consulting company have a thankless job. Fortunately, the right time entry tool for your Microsoft Dynamics 365 system can actually make life easier for everyone. Easy […]

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You Connected Your CRM and Your Marketing Automation Platform…Now What?

Congratulations! You’ve successfully joined the ranks of marketers who have an integrated CRM and marketing automation platform. Things are going to be awesome—just as soon as you figure out what you’re supposed to do now…   If you’re in that boat, you’re not alone. In fact, the number one challenge for B2B marketing automation users […]

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Sales enablement: CRM is the engine; CPQ is the gas

Is sales enablement just a buzzword? It may have started out that way — after all, it was a whole new paradigm shift — but sales enablement is now firmly established. It’s a principle. It’s a process. It’s a platform. In our opinion, a business that is truly practicing the principles of sales enablement has […]

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4 Ways to Avoid Making a Bad Impression With Project-Based Invoicing

As a consulting company, your job is to help your clients to be more efficient. But if your own team does not appear to be efficient, why would anyone hire you? The invoices you send to your customers are a reflection of your company’s internal efficiencies. Your invoicing process can leave either a positive or […]

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CPQ + CRM = YES

MBO, CPQ, CRM. Salespeople L.O.V.E. acronyms! That’s probably because we know time is short. But when an organization truly needs to save time and speed throughput, it automates as much as possible. And nowhere is automation more critical or more impactful than in the sales proposal process. Enter configure, price, quote; a.k.a., CPQ. A fully […]

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How to Compare CRM Options for the Employee Benefits Broker Industry

Insurance benefits brokers know that using a good CRM system can make them more productive. But, finding one can be easier said than done. A good CRM system can help any business quickly identify new sales opportunities, manage follow-through from lead to close, and nurture existing customers. But the methods and terminology used in the […]

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Recurring Billing: A Breadth of Fresh Air

As you’re evaluating Rockton’s latest development for Dynamics 365, Recurring Billing, you will see that it can manage all of your recurring invoices, automate reminders sent to your customers regarding their upcoming or past due payments, and even handle penalty calculation. While those aforementioned features are the star of the show, did you know there […]

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Microsoft Dynamics CRM Word Templates – Create, Generate, and PDF

CRM Word Templates are documents created once, with attributes / fields from CRM entities and related entities, to generate Word documents and reports using the CRM function “Word Template” in the user interface of a record. If you have never created Dynamics CRM Word templates before, you can download these free word templates for Invoice, […]

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FREE Training on Insights for Dynamics 365

If you missed the webinar you can watch the recording: FREE Training - Microsoft Insights for Dynamics 365 powered by InsideView Technologies, Inc.   Jan 18, 2018 1:00 PM Eastern Time  Microsoft Insights powered by InsideView is included in most Microsoft CRM/Dynamics 365 subscriptions and is one of the most powerful tools in the system.  Join […]

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It’s Time to Address the Obstacles to System Enhancements

What is the biggest obstacle when it comes to system enhancements?   Some say cost, others may say time. What about the commitment? Then there’s the whole fear of change in general. As end users ourselves, we understand these valid concerns. That’s why we’ve addressed all of these challenges when launching our latest product developments […]

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