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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

How to Upload Business Cards into Dynamics 365 for Sales

How to Upload a Business Card in Dynamics 365 for Sales   The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead […]

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4 Ways the Right CRM System Can Help Banks Attract New Core Deposits

The number one strategic issue Crowe sees with our community and regional bank clients across the entire United States is attracting new core deposits. Core deposits that are low cost and sticky. So how do we grow core deposits and cross-sell to established customers? Build Social Networks Relationships still matter, we consistently observe that strong, […]

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Crowe CRM for Banking – Know Your Customers and Grow Your Business

With a bank on every corner, and even in supermarkets, smart bankers are looking for ways to earn customers, increase revenue, scale down expenses, and remain competitive. Making wise use of technology is a good way to achieve these objectives. Microsoft Dynamics has long been at the forefront of ERP (Enterprise Resource Planning) and CRM […]

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4 Important CRM Dashboards Every Banker Needs

Our goal is to help banks make better decisions, streamline operations, manage data and information more effectively, and ultimately build a better bottom line. After working with 1,800 financial services organizations across the country, including more than two-thirds of the top 100 U.S. banks we know they all want fast, efficient access to data. Based on […]

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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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