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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 Vertical Industries

Does Your CRM System Allow You to Treat Your High Value Customers as Highly Valued?

The evaluation of customers is an important part of any business.  For decades banks have been analyzing customer data trying to determine which customers are the most “valuable.”  Many different systems have been used over the years, each with their pros and cons. Here are some examples: A, B, C subjective ranking where people inside […]

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How Banks Can Incite Employees to Track Referrals in the New CRM System

A CRM system is only valuable if it is used. It doesn’t matter which system you selected, or how much money you spent; if the information it contains is not updated, current, and trustworthy, it will do you no good. In fact, it can actually cause more harm than having no system at all. And […]

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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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How Three Insurance Agencies Are Benefitting from Dynamics 365

Insurance companies have unique requirements. To increase your success with new technology systems you should work with a company that has proven experience with agencies like yours. Here are several powerful things the Crowe CRM team did for insurance agencies using Microsoft Dynamics 365: Implemented Microsoft Dynamics 365 CRM for an Insurance Agency who used […]

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Video: Crowe CRM for Wealth Management for Microsoft Dynamics 365 Overview

To remain competitive and excel in an increasingly difficult financial advisory sector, wealth management firms need to streamline processes, increase advisor and client collaboration, and embrace a 360-degree view of a client's finances. Crowe CRM for Wealth Management, built within Microsoft Dynamics 365, provides financial advisors with a single, centralized view of client-related information and […]

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14 Frequently Asked Questions About Microsoft Dynamics 365 Field Service

Dynamics 365 Field Service is a powerful addition to the Microsoft Dynamics 365 family, bringing amazing benefits for field service management. It can solve the top challenges faced by the modern field service organization. Read: Top 5 Challenges of Field Service and 10 Ways Microsoft Dynamics 365 Can Help From a more technical perspective, these are […]

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Top 5 Challenges of Field Service and 10 Ways Microsoft Dynamics 365 Can Help

Field service refers to the management of a company's resources employed at or en-route to the clients’ property. This could include locating vehicles, managing worker activity, scheduling and dispatching work, and more. Field service management is an important competitive advantage for companies that need to manage installation, service, or repairs of systems or equipment. In […]

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Construction / Engineering – Project Email

Project Email - the Nemesis of effective Document Management Recent studies have concluded that Project Staff spend an average of 5.5 hours per week searching for Project Information, and 52% of rework is caused by poor communication. Clearly, effective Document Control plays a critical role in mitigating this problem, but what about Project Email? Microsoft […]

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Don’t Be Scared of Overhead: Why It’s Ok For Nonprofits to Spend on Technology and Fundraising Costs

Is your non-profit scared of overhead?  Does your board spend lots of time wringing its collective hands over whether you spent 14% or 17% on fundraising this year?  Do you have trouble justifying nonprofit technology cost to board members?  Are fundraisers worried about facing ire from donors about that 3% extra your organization spent on […]

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