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

 
 

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Modern Workplace Technology Webinar – Untangle, Secure, Improve

It's hard to imagine any aspect of the workplace that hasn't been disrupted by new technology. From unified operations applications, customer engagement platforms, remote collaboration technologies suites, the digital business landscape is defined by countless options integration possibilities. But in reality, a high percentage of businesses aren't sure which of these technologies matter, and why. […]

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Dynamics 365 Spring 2019 Update is One Week Away

Microsoft Dynamics 365 Spring update. The next major update to Dynamics 365 is 1 WEEK AWAY! Microsoft has changed the way that updates to Dynamics 365 Online are deployed. In the past the update would roll out over a month or so and you would receive notifications of the date your system would receive the […]

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5 Things We Love About the Integration Between Microsoft Office 365 and Dynamics 365 (CRM)

Microsoft Office 365 offers a suite of productivity tools, fully integrated to Microsoft Dynamics 365 Customer Engagement. Well-known applications like Outlook, Excel, SharePoint and OneNote are complemented with a set of cloud-based tools that improve collaboration, communication and productivity in the workplace. At JOVACO Solutions, we love the mobility and accessibility offered by this integration, […]

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How Professional Services Firms Benefit from Microsoft Dynamics 365/CRM

If yours is a professional services firm, it’s understood that a profitable bottom line is one of your chief business goals. But before you get to that point, an immediate goal is finding and maintaining clients. Your sales team must constantly give attention to your sales pipeline and to completing projects efficiently, professionally, and on […]

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Manage your KPIs with Dynamics 365 Goals

Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in […]

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How to Be Sure You’re Getting the Most Out of Your CRM Solution

If your CRM system is not doing all you hoped it would, there are two common reasons. Either the system was not set up properly with your processes in mind, or perhaps your sales team is not using it properly, or at all. To the untrained, CRM systems can seem difficult to learn and there […]

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Take Scheduling to the Next Level with Dynamics 365 Field Service

One of the newer modules in the Dynamics 365 family, Field Service, leverages the latest technology offered by Microsoft and combines it into one powerful solution. D365 Field Service is an integrated solution with your current D365 environment, enabling you to be field ready with your already configured environment, filled with customer data. D365 Fields […]

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Dynamics SharePoint Organizer (SPO) – New Features

With Dynamics SPO, CRM users can upload CRM documents, with metadata from CRM records, to any folder and related folders in SharePoint Locations. Click here to download free trial version. Two new features released today. New Metadata - Multi-Select Option Sets When the metadata is retrieved from CRM field of multi-select option set, the selected […]

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Ease Navigation, Edit the Site Map in Dynamics 365

There is a standard sitemap for all Dynamics 365 instances, but chances are the default sitemap does not scream ease of navigation for your organization. It is important that Users can easily find the entities they need without hunting column by column, and more importantly, they see what they need to see, and ONLY what […]

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Shopping Cart for Dynamics CRM Portal with Payment Gateway

Offer products and services from any CRM entity for your clients to purchase from CRM Portal using Dynamics Shopping Cart module. Add items to basket, and proceed to Checkout for payment. Solution includes: CRM Shopping Cart Configuration Wizard (FREE) – Step by step Wizard to configure Dynamics CRM portal to display products or services as […]

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