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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

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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Easier ROI in CRM (via CPQ)

If you're in sales, you likely use your Dynamics CRM solution to send sales proposals. And, if you're like most salespeople, you probably view these documents as necessaries, a cost of doing business, etc. Which they are. But there's more. Seeing proposals as simply a cost may be misguided. Imagine if, instead, you thought of […]

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The Benefits of AI for Asset Management: Marketing and Campaigns

AI for Asset Management Firms: Increase Marketing and Campaign Effectiveness When it comes to asset management, data is everything. In order to stay competitive in a changing market, you need access to reliable, meaningful data. Accessing this data and putting it to use for your firm involves having the right technology: without the right tech, […]

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Why Dynamics resellers need CPQ as an arrow in the quiver

If you're a Dynamics reseller, you know it's a dog-eat-dog world out there. Sometimes, it's more like a dog-undercut-dog-leave-dog-broke-THEN-eat-dog world. In any case, safe to say the business tech world is competitive even for the most experienced ISV or reseller. And while it's often been said that there's no silver bullet to solving a customer's […]

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Three tips to make Dynamics CRM campaigns more fruitful

Your Dynamics CRM system has all the right tools and triggers to make effective campaigning as easy as “set it and forget it.” Whether it’s a Quick Campaign to get that one offer in front of that one audience, or a more drawn-out, strategic nurture Campaign with multiple touch points, lead sources, and activities throughout, […]

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Upload CRM Documents to SharePoint – Store by Document Types

The procedures and policies of how an organization stores documents uploaded from CRM to SharePoint vary between companies. Actually, the two most important parameters in storing documents in SharePoint are metadata and the folder structure where documents are stored. CRM out-of-box (OOB) integration with SharePoint provides mechanism to upload documents from Dynamics CRM to SharePoint […]

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