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

 
 

CRM Add-On ISV Products

Heard about Kanban Board – the cool Data Visualization tool for Dynamics 365 CRM and PowerApps?

‘Kanban’ is a Japanese term for ‘visual signal’. Interpretation and analysis of data becomes easy with    visualization or visual representation. With visual representation information can be gleaned at a glance. This helps to make quick decisions and take swift actions. Our new productivity app for Dynamics 365 CRM and PowerApps – Kanban Board – is […]

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How to Accelerate Your Sales Cycle: CPQ Integrated with Microsoft Dynamics 365 for Sales

How important is it to you to respond quickly to customers’ requests for price quotes, and to produce accurate proposals that reflect their unique specifications? Sales leaders we’ve spoken with agree that delivering accurate quotes in a timely manner helps their teams close deals faster. If you agree, then integrating leading-edge technology that ensures your […]

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Recurring Billing Platform & Self Service Portal – Work 365 Version 2.7 Fall 2019 Release

Work 365 helps companies grow and scale their recurring revenue with Subscription management and Billing Automation capabilities built on Dynamics 365. Work 365 Version 2.7 addresses the core needs of business insights and self-service.  Recurring Revenue and Subscription-based sales happen as a series of collective events that take place as customers stay engaged with a […]

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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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