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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

Optimize your everyday actions on your Geo-analyzed data with a Single Click within Dynamic 365 CRM!

Organizations are swimming in an ocean of data! Companies rely on the state of the art software like Dynamics 356 CRM / Power Apps to organize, manage, and streamline their large amounts of data to be able to stay on a float the constant new waves of data coming in. Maplytics is the next choice […]

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Data Completeness a must for Data Quality – Track completeness of Dynamics 365 CRM records with User Adoption Monitor!

In our previous post, you were briefly introduced to the latest three new features of User Adoption Monitor – one of our popular Dynamics 365 CRM user actions tracking app. Being one of the Preferred Apps on Microsoft AppSource, User Adoption Monitor has always helped organizations around the world to enhance its Dynamics 365 CRM/Power […]

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7 Reasons to choose Microsoft Dynamics Marketing

The importance of Marketing to your operation can’t be stressed enough. Without attracting the right attention at the right time, your business can stall. Even with the best sales professionals and processes, you need the right tools on the Marketing side to attract high-quality leads and help convert more opportunities to sales. There is where CRM […]

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Stop Cherry Picking! Automate Assignment of Leads/Cases within Dynamics 365 CRM/ Power Apps to specific users!

Do you find it hard to manually allocate work items to your team in Dynamics 365 CRM/Power Apps? Are you looking for a better way to allot/assign work items in Dynamics 365 CRM/Power Apps? Presenting to you, one of our Preferred Apps on Microsoft AppSource - Round Robin Routing & Assign –  a productivity app […]

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Creating a Social Posts Approval Flow with Dynamics 365 Marketing and Power Automate

Dynamics 365 Marketing is a powerful application within Dynamics 365 that allows for the easy management and deployment of digital marketing campaigns. Included within this is the ability to create and schedule social media posts.. As part of Dynamics 365 and the greater Microsoft suite of business apps, Dynamics 365 Marketing allows for easy integration […]

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1 Click to Undo and Restore recent and past Dynamics 365 CRM record(s) changes using Click2Undo

When working with data, it is very crucial to maintain the correctness of the data. The correctness of data leads to reliable and effective decision making that helps in driving sales. Dynamics 365 CRM being a data-driven platform, a user cannot afford to make mistakes. But it is not possible to not make mistakes when […]

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Developing an effective lead scoring methodology in Dynamics 365

Lead scoring models provide marketers and salespeople with a way to see how close a lead is to becoming an opportunity or even a sale. Typically lead scoring models calculate a score for each lead based on demographic details such as location or job title, and/or behaviors like opening a marketing email or visiting a […]

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Visualize Dynamics 365 CRM data in Kanban View or Mind Map View for quick informed decisions!!

The world of business is dynamic in nature. Everything keeps on changing. In this fast-paced world, where decisions need to be made quickly, it becomes necessary to minimize the time spent on reading reports or sitting in meetings for status updates. The human brain captures visual information faster than text. Visualization makes it quicker and […]

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Migrate to the Cloud with Customized Support from JourneyTEAM | Sherpa Program

Relocating your on-premise solutions to the cloud is a massive undertaking. Not to mention expensive. But with COVID-19 still a major concern, businesses need to ensure their data and services are available at all times to remote employees. Because data migration is such a big project, many organizations use cloud consulting services to make the […]

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5 Features for Savvy Email Marketing with Dynamics 365 Marketing CRM

Applying the appropriate strategies to email marketing can be complicated, but it doesn’t have to be. Implementing comprehensive CRM solutions like Microsoft Dynamics 365 Marketing with apps that support marketing operations can help.   When evaluating email marketing efforts, it can often lead to this deceptively short-and-sweet question: “Is it working?”   Without the right […]

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