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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 for Customer Service

Community Summit Nashville October 6-9, 2020 – Your community is always on!

We were at User Group Summit (we mainly call it CRMUG Summit) last week. Ofcoz we are yet to catch up with the amazing time we had meeting our Dynamics 365 CRM and Power Apps Friends last week at our booth #1331, at our Maplytics session and the conference. Lots of interesting conversations with Partners […]

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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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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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5 Ways to Improve Dynamics 365 CRM User Productivity with User Adoption Monitor

A strong business application system forms the base of every organization. Microsoft’s Dynamics 365 CRM is one such comprehensive system that has become essential in today’s business world for its integration with other business applications. Adopting and adapting such a system has become the need of the day. The less time a business takes to […]

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Maps integration with Dynamics 365 CRM / PowerApps – Redefining your Sales, Service and Marketing Strategy!

Maps integration with Dynamics 365 CRM enables geocoding of CRM data thereby locating their latitude and longitude and their exact location. These properties can be leveraged by organizations to empower their Sales and Service representatives and bring a holistic improvement in their market presence. Various features that Maps integration helps with are: Geocoding   To […]

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5 ways how Click2Clone helps to smartly Clone/Copy your Dynamics 365 CRM Records

A part of work carried out by Dynamics 365 CRM users in an organization consists of duplication of records. Creating duplicate records of existing records saves time and effort on the part of Dynamics 365 CRM users. To achieve such a feat, Microsoft has its own share of ISV solutions that enhances the productivity of […]

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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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How creating Alerts for your Dynamics 365 users improves the ROI

In customer-centric organizations, Dynamics 365 plays a key role in planning a robust strategy. All the verticals of an organization use Dynamics 365 for different purposes and report to their team managers accordingly. The manager is responsible for keeping their teams informed, motivated and driven to maximize the output. As members of a team might […]

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1 Click to Export Dynamics 365 CRM Report/Word/Excel Templates

Dynamics 365 CRM software is used to record and maintain customer information, streamline processes which in turn improves the profitability of the business. It organizes this information to provide a 360 degree view of the customer which further enhances the management of relationship between the customer and the organization. With Dynamics 365 CRM end users […]

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5 reasons how QuickBooks integration with Dynamics 365 CRM can help streamline your business process

Sales and Accounting departments of an organization are interdependent on each other. Both require some data from the other for transparent transactions. However, when both these divisions work on different apps, to sync Sales and Accounting it might be a challenge to the management to control confidential data and every step and transactions have to […]

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