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

 
 

Dynamics 365 Enterprise Edition

On Click to PDF Word Template and Attach to Email

You have a well-designed CRM Word-Templates for Invoices, Price Quotations or Contracts, and you now wish to Email the generated document from the Word-Template, as PDF file attached to an Email to a client. If you don’t have Dynamics PDF-Docs, this is a process that can take you considerable time, especially if you are generating […]

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Demonstrating Dynamics 365 Version 9

Microsoft Dynamics 365 Version 9 will shortly be available as an upgrade. In our latest webinar we introduced the important changes in Version 9 to an audience of Dynamics users. A recording of this event is now available. D365 Version 9 sees Microsoft deliver on its promise of an app-centric structure by separating the code […]

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Improved D365 Advanced Find for Related Entities

They are familiar requests but Microsoft Dynamics 365 has struggled to quickly answer these type of questions in an advanced find: How many leads don't have scheduled activities? Which accounts don't have any contacts associated? What active cases don't have activities? How many of my accounts don't have an opportunity? Let's focus on the first one. Marketing […]

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Devriez-vous privilégier l’implantation d’une solution CRM standard ou personnalisée ?

Un des nombreux avantages d’une solution CRM telle que Microsoft Dynamics 365 est qu’elle fournit une plateforme flexible et personnalisable à partir de laquelle toutes vos activités peuvent être complétées. Elle peut être ainsi adaptée à vos besoins spécifiques et à la réalité unique de votre entreprise pour faciliter vos tâches et opérations quotidiennes.   […]

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Standard or Customized CRM Solution: Which One Should You Consider?

One of the many advantages of a CRM solution such as Microsoft Dynamics 365 is that it provides a highly flexible and customizable platform from which all your activities can be completed. As such, it can be personalized to meet all your specific needs and adapt to the unique reality of your organization to facilitate […]

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Dynamics 365 Version 9.0 is here!

Microsoft is rolling out the July Update (version 9.0) for Dynamics 365 this week. This is exciting news that many have been waiting for. However, you may be wondering if you should be an early adopter or wait until the next update. In order to help with your decisions, here are a few things to […]

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2017 Microsoft Dynamics 365 Pricing and Licensing

This blog and video will help you understand the Microsoft Dynamics 365 pricing and licensing. Discounted Dynamics 365 Pricing Available! Enterprise Sales Application – $40 per user/month, renewable through December 1, 2019! Maximum 25 licenses (if you need more than 25 licenses all licensing must be purchased at regular pricing (see below). This discounted pricing is available only […]

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New Dynamics 365 Unified Interface

The Dynamics 365 Unified Interface is coming and we had the opportunity to review it, below are our thoughts. The Unified Interface for Dynamics 365 is an updated user interface and is common across devices (mobile, tablet and desktop). It also includes some functionality only being released to the new client. You open the Unified […]

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Dynamics 365 Business Edition Canceled Before it Ever Saw the Light of Day

If you are waiting for the Business Edition of Dynamics 365... On Monday at the Directions Conference in Orlando, Marko Perisic gave a keynote that set Microsoft partners on their heels. He announced that the product formerly known as Microsoft Dynamics CRM, Dynamics 365 for Financials and Operations Business Edition, formerly known as Dynamics 365 […]

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Searching Options in Dynamics 365

Finding information within Dynamics 365 is a crucial need for any user. You know the importance of putting in the important information. Likewise, you know that getting data out is equally important. That's why it's good to understand your search options. "Classic" Search Searching for records within Dynamics 365 (CRM) has been around for a […]

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