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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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Here are the 5 best new features of Dynamics 365 arrived this year

  2019 is coming to an end, and it is time to look back at the new features of Dynamics 365 introduced this year.   We picked our five favorite features, do you agree with our choice? #1 Dynamics 365 Sales - Microsoft Teams integration Microsoft Teams is only two years old, but it is already […]

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The birth of a best-selling software

Thomas Berndorfer is the CEO and founder of Connecting Software. One of Connecting Software's best-selling products is CB Dynamics 365 to SharePoint Permissions Replicator, "a unique solution for all environments where you have Dynamics 365 and SharePoint". This is a product that is now sold worldwide with great success. For a deeper understanding of it, […]

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How Automating & Assigning Dynamics 365 CRM Leads with Round Robin Algorithm Increases Productivity

Sales being the focal point of businesses, it is necessary to adopt and apply new practices to achieve maximum output. This is gained through pursuing each and every Lead. And loss of even one Lead can make a huge difference. This is where Lead Assignment & Distribution Automation comes in hand. It is an app […]

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Synchronize Dynamics 365 CRM and SharePoint security model using SharePoint Security Sync

Dynamics 365 CRM and SharePoint together make a great combination that provides flexibility and ease in document management. Many organizations across the world prefer to use both as a combo pack. And this combo pack can be made more formidable with our NEW upcoming productivity app – SharePoint Security Sync. So, what is SharePoint Security […]

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What About Security between Dynamics 365 and SharePoint?

One of the leading CRM systems nowadays is Microsoft Dynamics 365. Together with SharePoint, it provides great document collaboration features, and many organizations around the world already use them as a duet. In this post, we will discuss how to ensure security settings synchronization between Dynamics 365 and SharePoint. It is going to be very […]

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How Banks Can Incite Employees to Track Referrals in the New CRM System

A CRM system is only valuable if it is used. It doesn’t matter which system you selected, or how much money you spent; if the information it contains is not updated, current, and trustworthy, it will do you no good. In fact, it can actually cause more harm than having no system at all. And […]

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CRM middleware – what it is and how it can work for you

You want to get more out of your CRM. You dream of how much nicer it would be if you could integrate it with this or that piece of software that you use and love. Well, you might not know it, but you are dreaming of CRM middleware! Middleware definition - what is middleware after […]

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How the Right CRM System Helps Banks Identify Star Employees

How good are your team members at referring customers to other services offered by your bank to expand your “share of wallet”? With the right CRM system, you can run activity reports based on employees. You can see how many referrals they have attempted to make, if the prospects were qualified or not, and if […]

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5 smart ways to manage Attachments and Disk Space in Dynamics 365 CRM

Document management forms a crucial part of any business activity. Without proper document management system there are bound to be errors resulting in delay of accomplishing important business activities. Here, Attach2Dynamics has played a major role in substantially improving the management of documents or attachments in Dynamics 365 CRM. With Attach2Dynamics management and storage of […]

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Dynamics 365: How to Increase Team Collaboration and Keep System’s Health

You open your email and find an alert from Dynamics 365: you’ve reached 80% of storage limit. In most cases, this is not because you have too many records but because you have a habit of storing files and attachments in your CRM.    What would a person do in this case? Buy more storage or […]

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