Dynamics 365 Microsoft Relationship Sales

Should You Upgrade if You’re Using Microsoft Dynamics CRM?

You know how important your CRM is to your business. It helps you keep in touch with your existing customers, and nurture leads until they become customers. Without a robust and reliable CRM, your sales would slow down and that’s just not something you want to see happen. If you’re using Microsoft Dynamics CRM, there …

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Dynamics 365 Marketing: Picture the Possibilities

Remember the Rolodex? Your company quickly moved on when newer technology became available. Perhaps it’s time to move on from your standalone CRM solution now that there is a better tool for marketing. Are you running Microsoft Dynamics 365 as your primary business software? If so, Dynamics 365 Marketing integrates seamlessly with the other Microsoft …

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Ticket sales management with Dynamics 365 in the Sports Industry

So, how do you prospect? Pulling names out of lists on your laptop? Repeatedly calling past accounts? Customer prospecting is tough for any industry but is a special challenge for professional sports teams trying to sell more tickets. Of late a lot of professional sport’s teams are going in for Dynamics CRM. They are already integrating …

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Challenge Accepted! Revolutionizing Investor Relations for a Global Firm with Dynamics 365

A digital transformation story, told by the technology expert who drove it: Modernizing investor relations for a global firm using Microsoft Dynamics 365 Sales, the Power Platform, and Microsoft Teams HSO’s expert technical consultants’ primary focus is to deliver client solutions that make it easier and more enjoyable to do business. They possess drive and …

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Security Error in Microsoft Dynamics 365 Custom Workflow

In most organizations, sending an email to teams is an activity that is performed daily. As an example, if a new lead comes into the CRM organization, the assigned team needs to be notified, so that they can follow up. Unfortunately, sending an email to a team isn’t a simple task in CRM. It comprises …

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Setting Up The “Follow” Functionality In Microsoft Dynamics 365

In Microsoft Dynamics 365, you can follow records for the out of box entities like leads, accounts, and contacts. You can also see a view name “Leads I follow”, “Accounts I follow” or “Contacts I follow”. But what if you want to follow a record of a custom entity and see all the records you …

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The Benefits of Migrating Dynamics CRM to the Cloud

If you’re running Microsoft Dynamics CRM 365 on-premises, you’ve probably thought about whether you should be migrating Dynamics CRM to the cloud and what the benefits might be. Start by considering the growth of CRMs. According to Grandview Research, the CRM market has been growing each year since 2016, and the projections are that usage in …

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Configuring Different Actions for onClick of Cancel Button and X Button

By Nikhil Rajendran | Reading time 6 mins Recently, I was given a requirement to develop a Xrm.Navigation.openConfirmDialog window. The interesting part of the requirement was that it was not meant to be used as the traditional dialog. The traditional version generally has a “Ok” button and “Cancel” button. OnClick of the Ok button, we can configure …

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Why Today’s CRMs Don’t Work For Small Businesses

How Simple Is Your Small Business CRM? It should come as no surprise that some of today’s leading CRM systems (Salesforce CRM, Microsoft Dynamics 365 to name 2) are designed and produced by massive Fortune 500 companies.  Now, what exactly does a Fortune 500 company or a multinational corporation know about your small business? Serious question. …

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The advantages of Dynamics 365 for nonprofits

You may wonder whether nonprofits need a CRM solution? The answer is almost always a ‘Yes!’. Whether it’s a big conglomerate or a small firm or an association, a CRM helps a company manage its contact details, strengthen its relationships and foster new ones. While their serviceability may not appear applicable from a nonprofit stance, CRM …

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