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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 Professional Services

Crowe CRM for Banking Powered by Microsoft Dynamics 365 – Video Overview

Would your bank like to increase profitability and efficiency plus improve customer engagement and the customer experience? According to a 2018 report by The Financial Brand, banks and credit unions that digitally transform can achieve a 20% increase in revenues and a 30% decline in expenses. You can build a truly customer-centric business model with […]

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5 Benefits of Click2Export – A One Click solution to Export Dynamics 365 CRM Reports!

Since its launch, Click2Export has highly influenced the productivity of Dynamics 365 CRM users. It significantly reduced the amount of time spent on mundane tasks thereby, effectively saving time and effort of Dynamics 365 CRM users which can be utilized in other productive areas. Due to these capabilities it has become a highly sought after […]

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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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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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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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Attachment Management on Cloud Storage from within Dynamics 365

Dynamics 365 CRM is a vast customer relationship management (CRM) system which caters to different functions of different users. It has provisions to keep track of customer details in almost all aspects. For e.g. there are Sales, Marketing, Service and other modules that focus on targeted areas and are a driving factor behind managing customer […]

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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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7 Unique Challenges for CRM in Wealth Management

Let's talk about wealth management firms and CRM. Wealth management firms are financial advisors, but with unique requirements. Many are family offices with perhaps ten advisors. These advisors succeed based on the strength of building and maintaining relationships. Historically, each of them tends to have their own customer base, their own “book” of clients. Often […]

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The Benefits of AI for Asset Management: Enterprise Reporting

Asset Management Firms and the Benefits of AI: Enterprise Reporting These days, data is an integral part of any successful business. This is especially true when it comes to asset management. Without access to the right data, an asset management firm will struggle to stay competitive. But in order to take full advantage of the […]

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