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

 
 

Dynamics CRM 2016

Monitor and Analyze your Dynamics 365 CRM Usage

Any software can be utilized to its utmost capacity when there is maximum user adoption. Similarly, Dynamics 365 CRM has many useful features that help its users to cover different aspects of their business. For instance, if you want to analyze how your sales are going, you can turn to the Sales module, for service, […]

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Why You Should Make Geo-Analytics Part of Your Business Plan

What is Geo-Analytics Geo-coded, or location-based data integrated with analytics results in powerful GeoAnalytics. GeoAnalytics provides hidden insights into geographical aspect of data extracting crucial information of geospatial system. It provides accurate data as geo-codes of a location or in simple terms latitude and longitudes, and a broader data as postal code, street name, house […]

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How to Be Sure You’re Getting the Most Out of Your CRM Solution

If your CRM system is not doing all you hoped it would, there are two common reasons. Either the system was not set up properly with your processes in mind, or perhaps your sales team is not using it properly, or at all. To the untrained, CRM systems can seem difficult to learn and there […]

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Dynamics 365 v. 9 New Functionality – Virtual Entities

Virtual entities were introduced in Dynamics 365 (Online) version 9.0.  Virtual entities sound quite futuristic but put simply they enable integration of data stored in external systems without the need of custom code and data replication.  This blog describes the benefits of using virtual entities, how to use them and what to think about when […]

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Weathering the Storm: How to Protect Your Business Data with the Cloud

You’re watching the news when you see the meteorologist point out a small storm in the Atlantic Ocean. In the coming days, that swirling energy cell becomes a tropical storm, then a hurricane. Initially it looks like it won’t hit your area, but with each passing day, the storm’s path changes. Suddenly, your town is […]

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Disaster Recovery with Microsoft Azure: The Tools You Need to Protect Your Business

Your business’s IT systems show their vulnerabilities when faced with disaster. Business owners always wish they had a more robust and safeguarded IT system when it’s too late: after a natural disaster like an earthquake, hurricane, or flood, or a human-caused attack like a computer virus or hacking scandal, has already struck. Be proactive-- now […]

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How to Reduce Dynamics 365 Storage Costs Using Attachment Manager

For Microsoft Dynamics 365 customers concerned about the cost of cloud storage, Azure Blob Storage is an increasingly popular solution. Default storage capacity for Dynamics 365 is 10GB with extra capacity accruing at 5GB per 20 users. This can often prove insufficient if organizations have large volumes of attachments. Email and note attachments often consume the […]

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Microsoft Announces Continued Support for Outlook Add-In

In June 2017 Microsoft announced that the Outlook add-in for Dynamics 365 would be deprecated and would be replaced by the Dynamics 365 app for Outlook. This meant that the Outlook add-in would be supported in its current state but also would be removed from Dynamics 365 version 10 (next major release). Recently Microsoft announced […]

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It’s Time to Address the Obstacles to System Enhancements

What is the biggest obstacle when it comes to system enhancements?   Some say cost, others may say time. What about the commitment? Then there’s the whole fear of change in general. As end users ourselves, we understand these valid concerns. That’s why we’ve addressed all of these challenges when launching our latest product developments […]

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Part 2 – User Adoption with Microsoft CRM/Dynamics 365. Do you have it?

In the last post I examined the main reasons for CRM project failure. In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them. The topic for this post will be – Lack of Proper Requirements Analysis Before Implementing. […]

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