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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 Information

Selecting the Best CRM Software

Selecting the best CRM software for your business can be a challenging process. Get it right and your chance of success goes up significantly. CRM or Customer Relationship Management is essentially a business software that helps individuals and teams maximize their productivity by improving customer communications and marketing/sales/customer service effectiveness overall. Primarily, CRM is a […]

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Accounting Systems vs Billing Systems: What’s the difference for Cloud Solution Providers?

As a Microsoft Partner and CSP, a requirement is to have billing automation and accounting systems in place to keep a record of transactions and send out invoices. While the line between the two different systems has blurred in recent years, billing automation and accounting systems still serve two different purposes and require a software […]

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What happened to CRM user satisfaction?

The satisfaction with CRM systems is decreasing, according to the study "CRM in Practice - User Satisfaction, Benefits and Perspectives 2019/2020 " from Trovarit (published in German CRM in der Praxis – Anwenderzufriedenheit, Nutzen & Perspektiven 2019/2020).   A total of 669 CRM executives were interviewed between April and June this year. They reported on how […]

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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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