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

 
 

CRM Software Implementation Tips

You implemented a new CRM system. Great! But why is no one using it?

You implemented a new CRM system. Great! The hardest part is done now, right? Well . . .  not exactly. Getting your employees to actually use your new system can often be a major hurdle. According to Principal Analyst Bill Band of Forrester, the biggest threat to a successful CRM project implementation is slow user […]

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Microsoft Dynamics 365

Dynamics 365 (D365) Contact Relationship Management software allows embedded intelligence to assist you in the sales process. D365 for Sales will allow you to better understand customer needs, engage more effectively and win more deals. Follow a guided sales process that is customizable to your organization’s needs. Integration with the office suite of products allows; […]

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How to Integrate Microsoft Teams and Office 365 Groups with Active Directory Groups

As a Microsoft Office 365 user, one of the most valuable 365 features available to you is Groups. In fact, Office 365 Groups allow your organization to set up Microsoft Teams that correspond to departmental divisions: marketing, administration, sales, product development, etc. The Teams feature lets the individuals in a particular team communicate quickly and […]

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Top Quotes From Microsoft CEO Satya Nadella

It's a great time for Microsoft and the company is in good hands under the CEO Satya Nadella's direction. The organization is growing around Dynamics 365, Office 365, Power BI, Azure, and the complete Digital Transformation strategy.   Satya Nadella offers great insight into Microsoft's tremendous growth. Here are a few top quotes from Satya […]

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5 astuces pour assurer un haut taux d’adoption des utilisateurs lors de l’implantation de votre nouvelle solution Microsoft Dynamics 365 – Formation des utilisateurs

Dans notre article précédent, nous avons offert des astuces pour améliorer le taux d’adoption des utilisateurs avant même l’implantation d’une nouvelle solution CRM. Cela dit, une formation appropriée et taillée sur mesure selon les besoins spécifiques des utilisateurs finaux est essentielle pour assurer un haut taux d’adoption d’une solution CRM telle que Microsoft Dynamics 365. […]

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Microsoft Dynamics 365 Pricing Updated for 2018

Microsoft Dynamics 365 pricing has been updated for 2018, effective April 2. This article will outline the changes and updates to Dynamics 365 licensing and pricing. For full pricing and licensing info. and an overview video visit our Dynamics 365 Pricing & Licensing page. Sales Professional There is a new sales license - Sales Professional, $65 […]

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7 Important Considerations When Implementing PowerBI with Microsoft Dynamics 365

Traditional dashboards within Microsoft Dynamics 365 are powerful, but they do have some limits. For example, a security model applies. (This can be a pro and a con depending on the analysis). There is limited visual reporting options and a 5000 record limit. PowerBI and Customer Insights can provide some great additional functionality.  However there are a few things to be aware of before starting a PowerBI implementation with Microsoft Dynamics 365. Here are seven things to consider.

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How to automate ALL your sales & marketing reports – No more digging through data!

If there’s one thing that’s critical for modern sales and marketing professionals, it’s data. Not just for everyday decision making, but for upper management, as well. After all, it’s not easy to secure a sufficient marketing budget if you have trouble piecing together the numbers to back it up. Anyone who works in the field […]

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5 Tips to Ensure a High User Adoption Rate when implementing your New Microsoft Dynamics 365 Solution – After Go-Live

The implementation process of a new CRM solution such as Microsoft Dynamics 365 does not end on the go-live date: afterwards, a continuous effort is required to ensure that your users make full use of the system and its functionalities. After all, an implementation project is only truly successful if it helps your organization achieve […]

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How the Right CRM Solution Can Make Your Association’s Members Feel Like VIPs

Each member of your association wants to feel that they are important and valued. As the organization grows, it becomes more difficult to maintain that personal connection with each member. The good news is that with modern membership and business management systems that connect and share data, you can maintain a personal level of interaction. […]

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