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

 
 

 

Document management and security go hand-in-hand. With the growing demand for apps that helps in achieving these remarkable feats, we are delighted to bring to you a live webinar session on two of our most popular apps – Attach2Dynamics and SharePoint Security Sync. Attach2Dynamics is a productivity app that integrates Dynamics 365 CRM with cloud […]

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Whether you’re using Microsoft Dynamics CRM or CE/Sales in Dynamics 365, you’re probably using custom fields to capture information that’s relevant to your business model. Out of the box, Dynamics offers lots of fields that are common to most business types, like First Name, Company, Email Address, and mailing address information—but the beauty of Dynamics […]

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With every business striving to become as customer-centric as possible, the rate at which companies are implementing CRM is incredible. According to Gartner, worldwide CRM software revenue amounted to $39.5 billion in 2017, and it believes CRM will be the fastest growing software market in 2018. Of the various CRM solutions available in the market […]

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The number one strategic issue Crowe sees with our community and regional bank clients across the entire United States is attracting new core deposits. Core deposits that are low cost and sticky. So how do we grow core deposits and cross-sell to established customers? Build Social Networks Relationships still matter, we consistently observe that strong, […]

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Microsoft Dynamics 365 Customer Engagement can already present data to users in a few different ways, including: Forms which contain data relevant to the record Views can provide users with a list of records Quick Views to place a form (of a parent record) in another form Sub-grids which allow us to place views in […]

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One of the leading CRM systems nowadays is Microsoft Dynamics 365. Together with SharePoint, it provides great document collaboration features, and many organizations around the world already use them as a duet. In this post, we will discuss how to ensure security settings synchronization between Dynamics 365 and SharePoint. It is going to be very […]

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Sales, as the inimitable Alec Baldwin said in Glengarry Glen Ross, is a tough racket. It’s about finding the right customers, and finding them before the competition does. And the sales rep who uses all Dynamics has to offer natively — and extends it with the right applications and tools — has a huge advantage […]

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Millennials have grown up in a world of technology. Because of this, they are accustomed to quick access to information and the convenience of electronically performing tasks. Companies that choose not to update to a modern CRM software system risk their Millennial employees becoming frustrated and impatient with slow, cumbersome, and inconvenient outdated systems. Here […]

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Maplytics has been growing seamlessly ever since its inception given its list of versatile features. Being a Preferred Solution on Microsoft AppSource, Maplytics is known as a powerful mapping app for Dynamics 365 and PowerApps. Its most prominent features Radius Search, Territory Management, Appointment Planning and Optimized Routing have driven Sales, Service and Marketing teams […]

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If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you. Microsoft provides a native SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits. […]

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