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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

 

As Simon Sinek says – “Start with Why”? Volumes play an important role in a subscription business. This revenue is billed more frequently, in fact monthly- for 1 customer you are generating 12 invoices a year! The invoices are typically smaller in size than one-off sales. If you are reselling products (which is true for […]

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There’s a tool owned by everyone from school children to executives. We’d like to make the case that retail bank employees can up their game and add value for their customers by using it for every interaction. What is this amazing tool? It’s your tablet. Picture this: A customer visits your bank branch for the […]

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Now-a-days, everybody stores data in cloud. With its ease of accessibility and n number of features, cloud storage has become the rage. And specifically, for Dynamics 365 CRM users, SharePoint has become the best place to store and manage documents/attachments. But storing data doesn’t mean to dump all the data in SharePoint. To get information […]

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Ready to ramp up your lead generation efforts? As more of your marketing strategy moves online, it’s more important than ever to create downloadable, education-oriented content that can deliver more early funnel leads into your pipeline.   How and When to Gate Your Content One of the questions we hear frequently is when should content […]

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Enhanced Email or Not With the Wave 1 2020 release, Microsoft rolled out an option called "Enhanced Email". This feature updates the current email experience in Dynamics 365. However, it only updates the experience from the timeline. So, you will need to decide if the enhanced email experience is right for you or not. I […]

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With Microsoft Dynamics 365, your information is accessible anytime, anywhere, on any device. Just because the office is closed doesn’t mean your ability to service existing customers or manage your pipeline of future customers should be affected. Here are a few specific ways we feel that Microsoft Dynamics 365 is an asset during this time: […]

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Microsoft Dynamics 365 is a complete CRM (Customer Relationship Management) system with many cutting-edge features and an abundance of useful tools. However, some of those valuable tools may have been designed for businesses very different from yours. Do you feel that your Microsoft Dynamics 365 CRM is overly complicated? Are there features and tools that […]

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Browser Updates to TLS and how it will Impact Microsoft Dynamics CRM Microsoft, Google, Apple, Mozilla and other major technology vendors are deprecating support of TLS versions 1.0 and 1.1 in 2020.  Popular web browsers will continue to function but start showing alerts when TLS 1.0 or 1.1 web communication is encountered, and server-to-server communications will also change. Transport Layer Security (TLS) is a security […]

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Most of us have experienced the all to familiar situation of having to explain our problem over and over again to numerous support people. If only your issue was recorded the FIRST time you call so you weren’t stuck repeating the same thing. With Case Management in Dynamics 365, a case is started at the […]

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After 1 Click to Clone, 1 Click to Export we are quite excited to announce release of our another star-studded addition to our suite of productivity apps – Click2Undo. As the name suggests, it is an app that restores the last state of Dynamics 365 CRM records in just 1 click. Since Dynamics 365 is […]

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