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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 Sales

How Dynamics 365 Sales Can Optimize the Sales of Professional Services Firms

While a customer relationship management solution is an important tool for any industry, it may be easier for companies that sell products to make a case for the use of a CRM than it is for professional services firms. As the latter sell time and expertise, they may not need to track which products clients […]

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Microsoft Dynamics 365 CRM Releases Cool New Features Called Kanban Swim Lanes

It is now even more convenient to manage your sales pipeline. Dynamics 365 recently released some cool new features that allow you to update and manage your sales opportunities in — Kanban swim lanes.   Check out these few short steps required to for your Opportunity entity, this fantastic new feature will be at the […]

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Comment personnaliser votre solution Microsoft Dynamics 365 Sales (CRM)

Nous avons parlé récemment des bénéfices de personnaliser votre solution Microsoft Dynamics 365 Sales. Il est possible d’adapter presque n’importe quoi selon vos besoins et réalités spécifiques, des champs aux formulaires, en passant par différents processus d’affaires et flux de travail (workflows). En faisant en sorte que votre solution de gestion de la relation client […]

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Sales Manager CRM Training

  Free Video Training for Sales Management on how to use CRM to manage your sales team. Over our 17-years of experience working with Sales leaders on CRM we find that many do not properly use the CRM system to manage the sales team. Inspect what you expect is very important related to sales management […]

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COVID-19, Business Continuity Planning & Dynamics 365 CRM

This Company Achieved Record Breaking Sales Thanks to COVID-19, but Couldn’t Keep Up. the Right CRM Solution Could Have Made All the Difference   In recent weeks, COVID-19 has had a dramatic impact on businesses in virtually every industry. Many organizations are currently focused on business continuity: they’re concerned with how they can continue operating […]

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How to Customize the Account Entity for Marketing and Sales

Making the most of Microsoft Dynamics CE/CRM means having forms that support both marketing and sales efforts. Whether you’re triggering campaigns in your marketing automation platform based on field in Microsoft Dynamics or building marketing lists based on the data entered in each entity, your success starts with how you customize each entity to match […]

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How to Customize Your Microsoft Dynamics 365 Sales (CRM) Solution

We recently talked about the benefits of customizing Microsoft Dynamics 365: from fields to forms and various business processes and workflows, you can adapt almost anything to your specific needs and realitiesBy ensuring your customer relationship management solution works well with your organization’s business processes, you can increase productivity, efficiency and user adoption across your […]

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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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Power-CRM Version 1.0.0.40 Released

            Power-CRM update 1.0.0.40 is now available. This version upgrade includes 17 bug fixes and 15 new functionality items. Along with version 1.0.0.40, we are also releasing the Power-CRM Sales Analysis App. This optional add-on solution is a full analytics app for Power-CRM containing 10 full dashboards/reports and over 70 charts/graphs/KPI's. […]

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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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