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

 
 

 

Suppose you want to move data between records that are not directly related, but share a common parent.  Beringer Technology Group's Decimal Field Copy custom workflow can dynamically move values between records like these.   The image above represents a common set of relationships in CRM.  Child A and Child B records belong to two […]

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These days technology system improvements are not only about practical new functionality. It is also about making enhancements that help you to enjoy using the system even more. This is a new emerging specialty called User Experience Design (UX). UX is the process of enhancing user satisfaction by improving the usability, accessibility, and pleasure provided […]

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Recently, we came across an issue where multiple clients were unable to assign cases, tasks and other various records using the “Assign” button within Microsoft Dynamics 365. Users, including system administrators, would try to use the Assign button from within the record and the page would get stuck “Processing.” This same behavior would occur when […]

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Part 2 of a 3-Part Series: How Asset Management Firms are Redefining Sales and Services Using CRM and More The institutional and wholesale sides of asset management firms face similar challenges, but the technology to support them often falls short. If you are using a “horizontal” CRM solution like Salesforce or a point solution like […]

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You’ve done your research and learned about the benefits of moving your business processes to the Cloud: increased flexibility, mobility and opportunity.  Now you’re ready to take the plunge. There’s just one more step to take before you start. To prepare you for a successful transition we asked members of our ERP/CRM/Cloud Software Blogs to […]

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Microsoft Dynamics introduced Business Process Flows (BPFs) in their 2013 version and they have been improving them ever since. They are an easily configurable feature that can seamlessly guide your users through YOUR business processes. Our own CRM Nerd wrote a great blog recently that outlines how awesome BPFs are, especially for end user adoption.   The […]

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  Imagine this:   You’re the owner or manager of a small business. You’re facing mounting competitive pressures and shrinking margins. Differentiation has become harder and harder because your competitors are one click away on the Internet.   You need to create consistent, high-quality experiences to keep prospects and customers coming back for more.   […]

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Congratulations! You’ve successfully joined the ranks of marketers who have an integrated CRM and marketing automation platform. Things are going to be awesome—just as soon as you figure out what you’re supposed to do now…   If you’re in that boat, you’re not alone. In fact, the number one challenge for B2B marketing automation users […]

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It doesn’t depend on who you ask: the best CPQ integration for Dynamics CRM has the specific feature sets listed here. If you’re a Dynamics reseller looking at adding CPQ to your offering, make sure it includes everything listed below — otherwise, you should tell that CPQ partner, “C U later.” Templates that reinforce a […]

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There are several new features available in D365 v9, one of these features is MultiSelect Option Set fields.   How often would an option set be useful where you could select multiple items from the list? In v9, MultiSelect Option Sets are available as a field type. This means you will have one field with […]

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