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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

[Whitepaper] The right RFP response tech and tactics to closing business with D365

Can you think of a more critical step in your sales process than getting a customer to sign a quote? (If so, please tell us.) How are you currently using the power of D365 in this critical part of your sales process, to help move someone from “proposal sent” to “proposal signed?” Most businesses are […]

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[Webinar] Collect Cash Fast! Payment Processing with Work 365

Work 365 is built for Microsoft CSP Partners to scale and grow their cloud business. Built on Dynamics 365, Work 365 helps you to deliver exceptional Customer Service, Increase Profit Margins, and Streamline Accounting and Sales. Using the Work 365 Billing Automation Platform, CSPs can transform their way of doing Subscription Billing and Invoicing completely. […]

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Work 365 Payment and Invoice Integration for CSP Automated Billing

When it comes to billing, invoicing and payment collection, there’s more involved than just sending out an invoice. One of the main challenges of a cloud solution provider within the Microsoft CSP Program is to either create or find solutions that will standardize the invoicing and payment collection process to help scale their business. To […]

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How to Simplify Sales Orders in Microsoft Dynamics 365 for Sales

Salespeople face a frustrating hurdle in the sales process - manually creating sales orders. Sales reps work hard to establish a relationship and trust with a potential customer and learn what motivates them and their needs. Then they spend time generating a proposal, negotiating terms, and coming to an agreement. But that’s not the end […]

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Accounting Systems vs Billing Systems: What’s the difference for Cloud Solution Providers?

As a Microsoft Partner and CSP, a requirement is to have billing automation and accounting systems in place to keep a record of transactions and send out invoices. While the line between the two different systems has blurred in recent years, billing automation and accounting systems still serve two different purposes and require a software […]

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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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How to Accelerate Your Sales Cycle: CPQ Integrated with Microsoft Dynamics 365 for Sales

How important is it to you to respond quickly to customers’ requests for price quotes, and to produce accurate proposals that reflect their unique specifications? Sales leaders we’ve spoken with agree that delivering accurate quotes in a timely manner helps their teams close deals faster. If you agree, then integrating leading-edge technology that ensures your […]

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Gérez votre cycle de ventes complet avec Microsoft Dynamics 365 Customer Engagement

Avec toutes les technologies cloud et d’intelligence artificielle maintenant disponibles, on entend beaucoup parler de tout ce qu’une solution CRM peut faire. Cependant, si vous pensez à implanter une solution de gestion de la relation client telle que Microsoft Dynamics 365 Customer Engagement au sein de votre organisation, commencez plutôt avec les fonctionnalités qui ajouteront […]

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Microsoft Partners and CSPs Need Automated Billing Systems – Why Excel Isn’t Enough

If you’re in the business of generating recurring revenue like Microsoft CSP Partners and using Excel to handle your customer’s subscriptions and billing, you’re not alone. Dynamics 365 can easily be used to manage your sales and service, and with Work 365 you can manage recurring revenue and Billing automation for subscription sales. While Partner […]

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Digital transformation extends to RFP responses

As a Microsoft customer or partner, you're likely neck-deep in digital transformation efforts: moving just about everything to Azure; increasing adoption and usage of Dynamics CE and other business-critical tech; and improving data collection, analysis, and usability across the enterprise. And at the front line of any enterprise is where a business meets its public, […]

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