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

 
 

Workflow Tips and Tricks

New Search Functionality On Microsoft CRM – You Are Going to Love It

Microsoft Dynamics CRM has made steady improvement over the years in their search functionality, making it easier for end users to find the data they need. But one area that still was lacking was the ability to search across entities in CRM. As an end user myself, I often look for a business I need to […]

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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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Streamline Sales Efforts with Microsoft Dynamics CRM Business Process Flows

Optimizing business processes is a fundamental strategy to generate more profit in any business. There are many ways to get more out of your top line, and one of the best is to slim down the time and cost of selling through analysis and improvement. To do this, you need consistent and accurate sales data across […]

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7 Tips to Make Your CRM Business Strategy A Success

Today’s digital world is progressively changing the way that clients interact with professional services firms. Client expectations are shaped by day-to-day consumer experiences where immediate responses and on-demand self-service access to information is the norm. Now more than ever, building trusted relationships and maintaining a solid reputation depends on delivery of outstanding and increasingly distinctive […]

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Is Your Technology Inhibiting Your Growth?

Technology – or lack of the right technology – can be the difference between growth and stagnation. When systems are lacking and workflows uncharted, you spend more time coaxing information out of spreadsheets and emails than creating growth. Here are three signs your technology is holding you back from growing your channel: Your Partner Channel […]

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3 Simple Steps to Make Sure Leads Are Tracked Right

Most prospects looking at a product or service will take time evaluating their options. Studies have shown that it will take at least 4 contacts to bring on board a new client, and that in 50% of the cases, the sales process will pause completely before a prospect will ultimately decide to buy. It can […]

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5 Productivity Tips for CRM Outlook Users

  The following insights uncover some of the hidden functional gems that will help you work more quickly and effectively as a CRM Outlook user.  The best part? They're useful whether you’re in Sales, Marketing, or Customer Service.   1.      Set Up Your CRM Address Book 2.      Access CRM records via Folders 3.      […]

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Microsoft Dynamics CRM Customization: Multi-value selection

Microsoft Dynamics CRM customizations transform an already powerful out-of-the-box software solution into a tailor-made CRM solution that fits every need of your business. The technical team at InterDyn Artis has worked with companies across the Southeast to improve unique processes with advanced Microsoft Dynamics CRM customization. These include (among many others) adding an easier way to record […]

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Three Things You Didn’t Know CRM Could Do

Tracking leads and opportunities, resolving customer service issues, managing marketing campaigns; these are the ‘Holy Trinity’ of CRM. There’s been plenty of ink spilled on all the tools, tactics and tips for making CRM do those three things better. That’s why today I wanted to focus on three things you might not know CRM can […]

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Sales Process Mapping – Key to a Successful New Year?

I often see businesses run out to purchase a CRM system with the expectation that the system will provide them with “Best Practices” for their sales team.  Although a good CRM system can provide you a structure for your sales process and give management vision into how process is working, it will not dictate what […]

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