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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Marketing Automation

Increase Sales and Customer Engagement with Microsoft Dynamics 365 for Marketing

It has been a long time coming, but Microsoft’s marketing automation solution, Microsoft Dynamics 365 for Marketing, is now available, providing organizations with all the tools they need to automate campaigns, obtain better customer insights, and help drive their sales team. Built on the Microsoft Dynamics 365 Customer Engagement platform (previously known as Microsoft Dynamics […]

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GDPR Compliance: Top Resources for Dynamics 365 / CRM

The General Data Protection Regulation (GDPR) applies to the use and storage of personal information of European citizens from 25 May 2018. This regulation has an organization-wide impact and businesses worldwide will need to take action in order to comply with European law. The new legal framework for this EU regulation makes a series of important […]

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How to automate ALL your sales & marketing reports – No more digging through data!

If there’s one thing that’s critical for modern sales and marketing professionals, it’s data. Not just for everyday decision making, but for upper management, as well. After all, it’s not easy to secure a sufficient marketing budget if you have trouble piecing together the numbers to back it up. Anyone who works in the field […]

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GDPR: How Will It Impact CRM?

The General Data Protection Regulation (GDPR) is a hot topic! The countdown to this new EU regulation is well underway, but what does it mean for your own business? As a Microsoft CRM partner that implements Dynamics 365, Preact frequently speak to SMB's seeking GDPR advice. That's why we were delighted to host a webinar […]

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ClickDimensions Adds Social Engagement – And it’s really powerful

ClickDimensions is the leading marketing automation tool for Dynamics 365. The solution is resident in Dynamics 365 allowing marketers to perform marketing tasks without leaving Dynamics 365. ClickDimensions offers a multitude of marketing tools including email marketing and recipient tracking, web site visitor tracking, web form integration, nurture campaigns and more. One area that ClickDimensions […]

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Customer Self-Service – Your Portal to Success in the Digital Economy

The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today's customers expect service at their fingertips. In fact, 90% of customers in the US expect […]

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5 Dynamics CRM Sessions to See at 2017 CRM Conference

On May 4th the doors of the Harley-Davidson Museum in Milwaukee, WI will open to business leaders and CRM enthusiasts from across the United States for the 2017 CRM Conference hosted by Ledgeview Partners. This annual conference was born in the fall of 2013 in Chicago to help current users of Microsoft Dynamics CRM make […]

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Microsoft Dynamics 365 supports CRM and data-driven marketing

There are many ways to judge the success of a marketing campaign, but Microsoft Dynamics 365’s CRM components help businesses follow the metrics they prefer. A large number of businesses will measure the effectiveness of advertising against increased sales. Modern CRM solutions offer organizations opportunities to measure factors that were once thought of as intangible, […]

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Make “Know Your Client” Compliance Easier with CRM

Is Know Your Client compliance (KYC) a challenge for you or your financial advisor clients? Would you like to automate the process of gathering information, updating clients and sending reminders? Do you want to turn the KYC process into actionable business intelligence rather than a regulatory burden? If so, you’ll want to look at our […]

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