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


Microsoft Dynamics CRM 2013

Reports for Dynamics CRM- Don’t Let Your Boss Read this Post !

If you ever paid for Dynamics CRM reports, burn this Post before your boss reads it! Combine easy to write CRM Reports and auto delivering of reports with CRM Workflows, for only $49 per assigned user (min 7 users)   Reports provide useful business information to CRM users and clients. With Dynamics Docs, you don’t have […]

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Create Your Taste – Build Your Burger to Match Your Personal Needs

Do you use Microsoft Dynamics CRM extensively? Did you implement business processes with Dynamics CRM? Chances are that there is at least one process in your daily work that requires extra steps that can be automated and save you time. In this post I am not referring to large scale and expensive software development for […]

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Quote with Optional Products and Services with Dynamics Docs for Dynamics CRM

One of the keys to great price proposal is providing options to your client. If you only give them one, they will perceive your proposal as a take it or leave it option. However, providing them options shifts the question from “do I purchase or not” to “do I purchase option 1 or option 2” […]

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CRM Workflow: Email CRM Report as PDF Attachment

There are two ways to Email a CRM report as a PDF attachment, depending whether the CRM is online or on premise CRM On-Premise Using Dynamics Workflow you can schedule how and when the workflow will create a new Email message, and attach it to the Email  report in PDF format, using SQL Server Reporting […]

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Six Customer Portal Benefits for Microsoft Dynamics Customers

Meet YOUR customer demand with quick responses to problems/cases/orders More and more people expect immediate responses from businesses. They want to have access to account/product information, anytime, anywhere. It's the culture we live in. We are all accustomed to immediate gratification. If your business fails to provide ready-access information, your customers will leave for one that does. […]

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CRM Project Rescue: 3 Ways to Turn it Around… Fast!

52% of all CRM projects fail. Want to know how to rescue them?  Keep reading. The most basic question to ask is which projects need to be rescued. Does your project suffer from any of these issues? Late Over budget Struggling to deliver the expected benefits (ROI) Poor adoption If you said yes to one […]

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Create Custom Invoice, Quote and Order in Dynamics CRM

If you are familiar with Microsoft Word, you can now customize Dynamics CRM reports such as Invoice, Quote and Order, in the same way you edit a document with Microsoft Word Dynamics Docs are MS Word based templates with merged fields from CRM entities. Templates are free of charge; you only pay for the license […]

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What Would You Do If A Sales Rep Quit Tomorrow?

We always ask the titular question when we’re talking to an organization about Microsoft Dynamics CRM and the answer is almost always some variation of “download their email and hope for the best.” Usually followed by a nervous laugh and a horror story about the last time someone quit. So, what would you do if […]

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Wanting to Upgrade from QuickBooks?

Are you looking to upgrade from QuickBooks, but aren't ready to implement an enterprise system? We were, too! That's why we created Rockton Connect, small business accounting inside Microsoft Dynamics CRM. We were already using Microsoft Dynamics CRM, and we were having difficulties finding an accounting software that would integrate with it. We wanted something […]

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