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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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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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Keep Your Asset Management Firm Competitive with Advanced Analytics and Data Sets

Stay Competitive with the Help of Data Sets and Advanced Analytics The asset management industry is more competitive than ever, and the most successful firms are taking advantage of unique data in order to stay on top. Staying relevant in the industry means keeping pace with these changes in data analysis.   Of course, asset […]

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CRM TRAINING FOR NEW AND EXISTING DYNAMICS 365 USERS

Whether you are new to Dynamics 365 or have been using it for a while, tailored CRM training sessions can help your teams get the most from the sales and customer service apps. If your site is new, your people will need to understand how to tap into its many features in order to improve […]

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Don’t Miss This Top Technology Event: Business Technology Summit 2019 by JourneyTEAM

ONE OF THE BIGGEST TECHNOLOGY EVENTS OF THE YEAR This will be our sixth year doing Business Technology Summit (BTS) and it's getting bigger and better. We have more breakout sessions, more product offerings, and top insider tips from senior consultants. This is a great event for all C-Suite, VP's, and Directors. This FULL-DAY event will include 40+ BREAKOUT SESSIONS […]

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What to Look for in an Employer: Dynamics 365 CE/CRM Software Jobs

Searching for a Job Working with Dynamics 365 CRM? Here’s What You Should Look for in an Employer  Years ago, it was common for an employee to stay with a single company for decades -- sometimes for their entire career. Nowadays, however, this is incredibly rare. Particularly in the rapidly changing tech world, professionals will […]

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Improve IT Help Desk Efficiency with a No-Code Bot – Microsoft Azure

Take Your Help Desk to the Next Level with a No-Code Bot Regardless of what industry you’re in, it’s important to offer your employees the support they need. For many organizations, this internal support takes the form of an online help desk. But, while there are certainly some inquiries that lend themselves to interacting with […]

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La différence entre Microsoft Flow et les workflows du CRM

On a beaucoup entendu parler de « One Microsoft » ces dernières années, une refonte de la structure organisationnelle de Microsoft connectant tous les aspects de la compagnie. En décloisonnant ses départements et équipes, Microsoft cherche à augmenter la communication et la synergie à travers l’ensemble de son organisation. Microsoft offre maintenant aux entreprises les outils pour […]

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How to create Connections and Connections Roles in Dynamics 365

Connections in Dynamics 365 enable you create and view the relationships between multiple records across multiple entities.  These could be Accounts, Contacts, Quotes, and Cases etc. From any entity you can see an overview of its relationships, helping drive better sales and marketing. The connections functionality is also available to use on custom entities that […]

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