Dynamics CRM/365 Training

The Collaboration of Sales and Marketing for a Successful SMB Goal

The sales and marketing departments of a small and mid-sized (SMB) organization are responsible for different parts of the customer journey. Generally speaking, marketing focuses on attracting potential customers, while sales focus on closing the sale. This means marketing and sales are closely linked since your marketing efforts are futile if you don’t generate sales, …

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How does CRM help sales in an SMB segment?

By Mohona Dutta | Reading time 5 minutes It is an interesting time in the business world. From the quaint little mom-and-pop shops down the lane to the glitzy unicorn startup, small and mid-sized businesses (SMBs) dominate. As a small business, your customers are your priority. Managing information about your leads and contacts used to …

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Dynamics 365 Unified Interface – Unable to Trigger On-Demand Workflows

As customers have moved toward the Dynamics 365 Unified Interface some have experienced issues. One, that was a big impact for a client, was not having the ability to run workflows on-demand from individual records. It was no longer present in the ribbon or more options section of any record. This was causing a huge …

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Keeping Up With Microsoft Dynamics 365 Storage

As Microsoft continues to blur the lines between Dynamics and PowerApps, so does it continue to redefine how Common Data Service (now the Dataverse) storage is measured and billed. In the age of Coronavirus and remote work, cloud solutions like Dynamics 365 are going to be more important than ever for business continuity. Keeping up …

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5 Features for Savvy Email Marketing with Dynamics 365 Marketing CRM

Applying the appropriate strategies to email marketing can be complicated, but it doesn’t have to be. Implementing comprehensive CRM solutions like Microsoft Dynamics 365 Marketing with apps that support marketing operations can help.   When evaluating email marketing efforts, it can often lead to this deceptively short-and-sweet question: “Is it working?”   Without the right …

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Virtual Training During Covid-19: 5 Tips for CRM Professionals

The world is adjusting to a new reality that was unimaginable three months ago. COVID-19 has altered every aspect of our lives, introducing abrupt changes to the way businesses and communities operate. Everyone is adapting to virtual work and plans have certainly changed for in-person conferences, trainings, and seminars across all industries. The COVID-19 crisis offers an important …

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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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Dynamics 365 Team Member License Changes

Dynamics 365 Team Member License Changes - the party's over... Well, not over but being scaled back. Team Member licenses for Dynamics 365 are a light-use license providing access to only main areas of the product - Account, Contact, Activities etc. Users with Team Member licensing are not supposed to be able to use sales, …

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Dynamics365 App for Outlook Webinar

    Most business users respond to emails all day long. Oftentimes these emails dictate which tasks you focus on and help you to prioritize the tasks you need to work on. The main way you communicate with your customers and coworkers is email, so doesn't it make sense that your email would be integrated …

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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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