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

 
 

 

How good are your team members at referring customers to other services offered by your bank to expand your “share of wallet”? With the right CRM system, you can run activity reports based on employees. You can see how many referrals they have attempted to make, if the prospects were qualified or not, and if […]

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There are 5 strategies banks can use to overcome challenges with the help of Microsoft Dynamics 365. Strategy 2: Streamline complex processes while elevating the customer experience Manual or partially automated processes create internal inefficiencies and inconsistencies in service that affect and degrade the customer’s experience and satisfaction. Customers expect banks to answer questions and […]

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NetHope Helps Nonprofits Reach Their Goals by Connecting Them with Microsoft Technology Partners Last month, NetHope’s Center for the Digital Nonprofit had an exciting announcement for nonprofit organizations all around the world -- and we’re thrilled to be sharing it here. But first, what is NetHope? And why are those of us here at AKA […]

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Document management forms a crucial part of any business activity. Without proper document management system there are bound to be errors resulting in delay of accomplishing important business activities. Here, Attach2Dynamics has played a major role in substantially improving the management of documents or attachments in Dynamics 365 CRM. With Attach2Dynamics management and storage of […]

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Microsoft Dynamics business management solutions offer a fully integrated platform from which you can manage all aspects of your organization. If you are currently using the CRM solution Microsoft Dynamics 365 Customer Engagement and are considering acquiring Microsoft Dynamics 365 Business Central to manage your operations in the cloud or vice-versa, Microsoft has made the […]

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Dynamics 365 Portals Dynamics 365 Portals offer a great way to enhance customer experience by extending some CRM configurations directly to the customer.  There comes a time when you may want your portal to perform some action that is beyond the out-of-the-box functionality.  Extending portal functionality often requires custom Java Script and or Liquid code.  […]

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When considering whether and how to use CRM, a tailored Dynamics 365 demo with specialist CRM consultants can save you hours. Demos can be helpful if you are assessing whether to adopt Dynamics 365, or if you are already using the technology but wish to adapt additional applications now or in the future. A demo […]

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You open your email and find an alert from Dynamics 365: you’ve reached 80% of storage limit. In most cases, this is not because you have too many records but because you have a habit of storing files and attachments in your CRM.    What would a person do in this case? Buy more storage or […]

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Marketing Lists built from sales data in your Microsoft Dynamics 365 environment can be invaluable marketing tools if assembled and utilized properly. These lists are especially effective when integrated into your marketing automation platform. Doing so allows you to efficiently target the most appropriate audience for any given campaign. What’s more, once you’ve linked your […]

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There's more than one way to create a sales quote in Dynamics: Good: You can make one with Word or Excel. Better: You can use some built-in tools to create a PDF quote (but it's still basically built on Word templates). Best: You can add configure, price, quote (CPQ) software to Dynamics.   Why is […]

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