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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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Pros and Cons of LinkedIn Sales Navigator for Dynamics 365 Users

Are you a LinkedIn user? Do you use it as a lead generation tool? I recently attended a session on the LinkedIn Sales Navigator. This is different from Insights and the LinkedIn Application for Talent. This is the tool targeted towards salespeople to mine their LinkedIn channel for potential leads. Based on my experience as […]

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New Tax Processing App in D365 for Sales (CRM)

Put away the calculator and let taxes calculate themselves!   Sure, you can enter taxes in Microsoft Dynamics 365 for Sales (formerly CRM), but wouldn't it be nice if you didn't have to calculate them too? With the Rockton Software Tax Processing app, the taxes are calculated for you. This means your taxes will be […]

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47 CRM/ERP Blog Members Exhibiting at User Group Summit 2017 Events in Nashville

There will be so many people to meet at the User Group Summit events in Nashville! One of the best parts about attending a User Group Summit event is exploring the Expo Hall and meeting the exhibitors. This year the GPUG, D365/AXUG, NAVUG and D365/CRMUG events are all taking place together in Nashville from October […]

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When is the Right Time to Upgrade Your HVAC Field Service Software?

It’s amazing the number of times executives from successful HVAC Companies have inquired about HVAC Field Service Management software only to say that they’re too busy to make changes or it just isn’t the right time. The problem is, during the time upgrading is put off, their business is missing out on growth and revenue […]

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ClickDimensions Adds Social Engagement – And it’s really powerful

ClickDimensions is the leading marketing automation tool for Dynamics 365. The solution is resident in Dynamics 365 allowing marketers to perform marketing tasks without leaving Dynamics 365. ClickDimensions offers a multitude of marketing tools including email marketing and recipient tracking, web site visitor tracking, web form integration, nurture campaigns and more. One area that ClickDimensions […]

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Dynamics CRM integration with SharePoint- Can we do better- PART 2

The issues build into the out-of-box (OOB) CRM integration with SharePoint, are described in the post “Dynamics CRM integration with SharePoint- Can we do better" In this post I will describe how Dynamics SharePoint Organizer (SPO) offers better integration between SharePoint and CRM. Dynamics SPO trial version, can be downloaded here. Dynamics SPO has two […]

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It Takes a Team to Raise an App

We recently got our first business application (app) published to the Microsoft AppSource. Yay (and Phew!)! It was exciting to finally get it out there live, but the process was a longer and more rigorous than we first thought. One of the biggest challenges we faced was a lack of information, that wasn’t listed anywhere. […]

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Customer Self-Service – Your Portal to Success in the Digital Economy

The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today's customers expect service at their fingertips. In fact, 90% of customers in the US expect […]

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Email Address Verification for Microsoft Dynamics CRM/365

When adding leads and contacts to Microsoft Dynamics CRM/365 wouldn't it be nice if the email address could be verified automatically? Incorrect email addresses prevent your messaging from reaching the intended recipient and causes headaches for marketers. We have developed a solution - Email Verification for Microsoft Dynamics CRM/365. As you enter a lead or […]

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Customer Voice Propels Microsoft’s Business Forward Movement

I recently watched the live streaming session “Microsoft Business Forward” featuring Satya Nadella, James Phillis and a few others. They discussed some interesting concepts around understanding and satisfying customer needs, simplifying your operations and streamlining your processes, growing loyalty with your customers, and how to find the right customers and close deals faster.   Satya […]

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