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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 365 for Field Service - Custom Serialized Inventory Solution   Improve outcomes and save money Are you responsible for a large organization with many employees? Do you run a small, niche business? No matter what the specifics of your situation might be, one thing holds true: every part in your inventory costs money. […]

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Despite the technological advances that have led to the widespread adoption of mobile devices in the field service industry, many field service businesses still rely on paper forms and checklists. Replacing paper-based forms and checklists for maintenance, service, and inspections with customized field service mobile forms and checklists empowers you to drive the standardization of […]

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L’implantation d’une nouvelle solution CRM telle que Microsoft Dynamics 365 peut représenter un investissement substantiel pour toute organisation, autant en temps qu’en argent. Il importe donc que vos ressources utilisent le nouveau système afin que ses fonctionnalités et bénéfices permettent à votre organisation de profiter du meilleur rendement possible sur son investissement. À cette fin, […]

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As you’re evaluating Rockton’s latest development for Dynamics 365, Recurring Billing, you will see that it can manage all of your recurring invoices, automate reminders sent to your customers regarding their upcoming or past due payments, and even handle penalty calculation. While those aforementioned features are the star of the show, did you know there […]

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So you think your CRM sucks? If you think your CRM sucks, then it probably does. Our nine years of experience with Dynamics 365 has shown us more sucky CRMs than you would believe. We've compiled a list of some of the worst problems that we've fixed for our clients. You built it yourself! Home-Brewed […]

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Another year has wrapped up, and 2017 was a busy one here at the CRM Software Blog. There were so many changes with the introduction of Microsoft Dynamics 365 (formerly Dynamics CRM) that undoubtedly clients and prospects had questions. Our expert partners have been successfully answering, explaining and assisting. Here are the top ten Dynamics […]

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Dynamics 365 offers multiple ways to access the data for specific teams, departments, or groups within your company. However, Microsoft introduced additional options through what they call Hubs. There are multiple Hubs that are available, but it depends on the subscription you purchased for your company. The available Hubs are the Customer Service Hub, previously […]

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In order to remain competitive, modern businesses need more than ever to keep track of their assets, from customers and their preferences to leads, inventory, employee information: really anything that goes on in your organization. If you don’t keep track of your data, you can’t use it to your advantage. That’s why most businesses today […]

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It has been a long time coming for existing Dynamics 365 customers, but at long last, you can schedule your update to Dynamics 365 July 2017 update (Yes JULY 2017 Update!). Scheduling your update is quick and easy and will give you some much requested new features including Multi-Select Option Sets A clean fresh user […]

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