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

 
 

 

Do you store documents in SharePoint, but don’t know how to integrate it with Dynamics 365? Dynamics 365 offers a native SharePoint integration that is quick and easy to set up! Unfortunately, for organizations that have a custom SharePoint structure already in place, you may run into some road blocks. But don’t worry, you can […]

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The General Data Protection Regulation (GDPR) applies to the use and storage of personal information of European citizens from 25 May 2018. This regulation has an organization-wide impact and businesses worldwide will need to take action in order to comply with European law. The new legal framework for this EU regulation makes a series of important […]

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There comes a time when the needs of a CRM System outpace the out of the box functionality of Dynamics 365.  While Dynamics 365 provides a vast framework from which one could build highly customized solutions for a variety of users, there may come a time when custom plug-ins are required to meet the needs […]

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Self-service Dynamics 365 web portals extends CRM reach enabling customers to log issues, find solutions and update information online. Each web portal is housed, maintained and integrated with D365. Entitlement to deploy a Dynamics 365 web portal is available at no additional cost for every customer with 5 or more full user licences. Preact has successfully helped many […]

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MBO, CPQ, CRM. Salespeople L.O.V.E. acronyms! That’s probably because we know time is short. But when an organization truly needs to save time and speed throughput, it automates as much as possible. And nowhere is automation more critical or more impactful than in the sales proposal process. Enter configure, price, quote; a.k.a., CPQ. A fully […]

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Microsoft Dynamics 365 for Marketing vs ClickDimensions, an initial comparison. Microsoft has released their Microsoft Dynamics 365 for Marketing module, this article is an initial review of the module and high-level comparison to ClickDimensions (the other mainstream marketing automation option for Dynamics 365). Availability - There are a few different subscription options for the Marketing module. […]

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Did you miss it? No worries - here is the recorded version of the recent Microsoft Spring Release Event and the TOP TAKEAWAYS.   It has been an exciting year of growth and innovation at Microsoft. Business leaders, IT professionals, and developers are embracing the cloud and new technologies like artificial intelligence, business analytics, talent, […]

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There is most likely a pain point that your users have in their daily job (which is often times NOT in CRM). Your challenge, should you choose to accept it, is to find that pain and use technology (CRM!) to automate it! There are a number of ways to accomplish this and increase user adoption […]

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Microsoft Dynamics 365 pricing has been updated for 2018, effective April 2. This article will outline the changes and updates to Dynamics 365 licensing and pricing. For full pricing and licensing info. and an overview video visit our Dynamics 365 Pricing & Licensing page. Sales Professional There is a new sales license - Sales Professional, $65 […]

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Around the world, businesses of all sizes are seeing the benefits of helping employees work smarter and better together, automating cumbersome manual tasks, and using customer data as a factor in deciding what to products and services to offer. Cloud and mobile solutions are becoming a means of transforming business productivity and enabling new ways […]

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