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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009


Microsoft Dynamics CRM 2015

Work 365 Handles Microsoft’s Control Panel Vendor Program Security Requirements And MFA

Control Panel Vendor Program Microsoft recently announced new mandatory security requirements that tackle potential security risks from unauthorized access to the Microsoft Partner Center, the CPV program. A Control Panel Vendor (CPV) is an independent software vendor that develops applications for use by Cloud Solution Provider (CSP) partners to enable them to integrate their systems with Partner Center […]

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Microsoft Dynamics CRM Tips for Sales Professionals – 2 Quick Follow Up Email Strategies

This blog is another in my series of Microsoft Dynamics CRM tips for sales professionals. We’ll look at a common sales scenario and how to manage it in CRM. You just met someone for the first time, or you’ve just hung up the phone. You want to send a quick follow up email with your […]

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5 Ways to Increase User Adoption in Microsoft Dynamics 365 for Sales (CRM) [Free eBook]

Did you invest in Microsoft Dynamics 365 for Sales (CRM) only to discover that no one is using it? Are your users stuck in their old habits instead of embracing the new system? Don't worry! You aren't alone. User adoption is the biggest issue businesses face when implementing Microsoft Dynamics 365. Download our latest eBook […]

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Defining Marketing ROI in Microsoft Dynamics CRM

A key component of successful marketing is measuring the results of your marketing activities and the revenue they ultimately generate for the organization. Since marketing is not directly involved in the sales process, it is incumbent upon the sales staff to gather information about the origin of the lead.  Communication between the sales and marketing […]

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Unable to Access Hierarchy Visualizations

As part of the Microsoft Dynamics CRM 2015 release, Hierarchy Visualizations was introduced as a new functionality that allowed us to look at records and their relationships in a new way. Hierarchy Visualizations presented the relationship in an easy to understand graphical format.  For example, below we see the relationship between Accounts.       From […]

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Menu Navigation in CRM 2016

I may be a little late to the game here as I have been mostly working with CRM2013. But, I recently began testing around with CRM2016 and am loving it so far. Is anyone else as excited as I am for the new menu navigation that is now part of CRM2015 and CRM2016? Seriously, the […]

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Recurring Invoices / Subscription Invoicing System

If you offer clients periodical services or subscription-based products, you need to invoice them, usually once a month or within agreed billing cycle. Dynamics Workflows version 5 provides a flexible system to create recurring invoices based on Invoice Templates, Invoice Line Items Templates and workflows to automatically generate invoices every billing cycle and for the […]

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I Survived My First CRMUG Summit

The most recent Summit in Reno was my first CRMUG Summit experience and to say I was a “newbie” would be the understatement of the century! You see…the week before CRMUG Summit, was also my first week with Rockton Software, where I began a new position as Marketing Assistant. Coincidentally, that was also my first […]

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CRMUG Summit & Product Announcement

Thank you to those who were able to make our “Increase Your Engagement, Not Your Budget,” session at CRMUG’s The Summit event! During our session we had the opportunity to show you the value of Peak Portals, have a customer tell you how the portal has been a value to them and also had the pleasure […]

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