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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

5 Ways to Close Deals Faster Using Contract Management Software Integrated with Microsoft Dynamics CRM

According to research by Forrester and Aberdeen, it takes an average of 3.4 weeks to get a contract approved, but using Contract Management software can reduce contract approval time an average of 82%. Deals don’t always close as fast as we’d like. The contract review, approval, and negotiation phase is all too often a sticking […]

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5 smart ways to manage Attachments and Disk Space in Dynamics 365 CRM

Document management forms a crucial part of any business activity. Without proper document management system there are bound to be errors resulting in delay of accomplishing important business activities. Here, Attach2Dynamics has played a major role in substantially improving the management of documents or attachments in Dynamics 365 CRM. With Attach2Dynamics management and storage of […]

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Good, better, best for sales quotes in Dynamics 365

There's more than one way to create a sales quote in Dynamics: Good: You can make one with Word or Excel. Better: You can use some built-in tools to create a PDF quote (but it's still basically built on Word templates). Best: You can add configure, price, quote (CPQ) software to Dynamics.   Why is […]

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Successful CPQ Integration with Microsoft Dynamics CRM: 5 Key Factors

In April of 2019, Ariel Katz, General Manager, Dynamics 365 for Sales and Sales Insights, recommended that Microsoft Dynamics 365 for Sales administrators explore partner apps to discover Configure-Price-Quote solutions that will “delight customers with fast turnaround times to consistently and accurately configure prices and quotes.” He goes on to say, “Configure-Price-Quote solutions are key […]

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5 Benefits of Integrating Intuit QuickBooks and Dynamics 365 CRM using InoLink

Dynamics 365 CRM as we know it is a business application system that adapts itself to the changing needs. In our previous post, you were given a brief introduction of InoLink which now is a Microsoft Preferred Solution on AppSource integrating Dynamics 365 CRM and Intuit QuickBooks. In this post we will focus on What, […]

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5 Ways to Improve Dynamics 365 CRM User Productivity with User Adoption Monitor

A strong business application system forms the base of every organization. Microsoft’s Dynamics 365 CRM is one such comprehensive system that has become essential in today’s business world for its integration with other business applications. Adopting and adapting such a system has become the need of the day. The less time a business takes to […]

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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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3 Ways to Streamline the Quoting Process in Microsoft Dynamics 365 for Sales [Video]

The ability to efficiently create accurate price quotes is crucial to accelerating sales cycles, increasing business growth, and ensuring your customers have a positive buying experience.  However, the process can be time-consuming and error-prone when there are numerous product configuration parameters. In fact, it can take several mouse clicks to add an inventory item to […]

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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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Driving more CRM revenue by adding CPQ

If you're a Dynamics partner or reseller and you're not offering configure, price, quote (CPQ) software as an extension of Dynamics CRM, you may be a missing out on a huge revenue opportunity. As importantly, you may not be fully equipping your CRM customers for success. "What's CPQ anyway?" CPQ is a sales proposal automation […]

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