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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 Marketing

How to reduce RFP response times in D365

With RFP responses, the thinking is the early bird gets the worm… but being early isn't a guarantee. Sometimes, focusing purely on a speedy RFP response results in a sloppy RFP response, and the early bird leaves empty-handed (or is that empty-winged?). Getting a winning pitch in front of a client requires speed, professionalism, and […]

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Light at the end of the funnel: managing remotely, managing by proposal

The CRM is a sales manager’s “eyes upon the world.” Every lead your team is working, every opportunity in the pipeline, every task and activity can be seen, and acted upon. Whether they’re working remotely, as most every sales rep is doing in these trying times, or on-site. New to managing remotely? Here’s where you […]

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The Ultimate Strategy Guide for Microsoft Dynamics and Marketing Automation

Want to make the most of your Microsoft Dynamics and marketing automation platform integration? You'll need a strategy that considers data, execution, and integration points first. One of the things we love most about Microsoft Dynamics is how customizable the solution is for sales and marketing departments. It's flexible enough to match up with just […]

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Quote-to-cash in Dynamics 365

Whether you’re using D365 for Sales, D365 CE, or even a more tailored version (e.g., D365 for Field Service) if you’re in sales or marketing, chances are excellent that you’re using D365 to build and send sales quotes. While there are a handful of tools built in to Dynamics (and Office), competitive companies are extending […]

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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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Tracking sales proposals in Dynamics

If you're in marketing, you can probably skip this article. But if you're in sales and reliant on Dynamics to help close new business, take three minutes and read further. Dynamics CRM, as many of us know, is often positioned as a classic "Swiss Army Knife" type of tool. Need to manage contacts? It can […]

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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 Microsoft Dynamics 365/CRM Adds Value to Your Business

Customer Relationship Management (CRM) was developed to organize and keep track of customer information, and it certainly does that. But growing businesses are finding that modern CRM solutions such as Microsoft Dynamics 365/CRM go way beyond simply saving and filing information and can now also drive growth and add value to their organization. Here are […]

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How to Use Your Microsoft Dynamics Sales Data to Power Marketing Automation Platform Campaigns

You probably already know that the purpose of a marketing automation system is to generate and feed as many qualified leads to your sales team as possible. But a marketer’s job doesn’t end there. In fact, if you’re not mining the sales data being generated by those leads, then you risk leaving additional sales and […]

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“Dynamic” RFP responses: set yourself apart

If you're a B2B VAR of MSFT Dynamics CRM and you get an RFP to answer ASAP... you have far too many acronyms to sort through. In all seriousness, if you are this person, you likely know one thing above all else when an RFP hits your inbox: YOU ARE NOT ALONE. In fact, a […]

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