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

 
 

 

It probably won’t surprise you to learn that customer relationship management (CRM) software and marketing automation software are VERY different from one another. Yet, it seems that many people still get the two confused. It’s understandable, because on the surface each one can appear to be somewhat similar. A closer look will show us that […]

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By David Goodale of Merchant-Accounts.ca As we continue our exploration of how membership organizations deal with recurring payments, we look at how merchants can take advantage of lower Interchange Rates for Recurring Transactions. This is part two of a 3 part series. Part one of the series can be read here. Few Merchants Take Advantage of […]

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Webinar: How to Select a Marketing Automation Solution for Microsoft Dynamics 365 There's still time to register for this educational webinar on How to Select a Marketing Automation Solution for Microsoft Dynamics 365. Join us on Thursday, April 25 in this collaboration between enCloud9 Social CRM Consultants and ClickDimensions. In this fast-paced webinar, we will provide […]

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Have you ever wanted a simple easy way to capture data from your customers, partners or employees? If so then you are going to love Microsoft Forms Pro, the newest member of Microsoft’s Power Platform! Microsoft Forms Pro is a simple yet comprehensive survey solution that allows businesses to easily capture and analyze feedback to improve customer, employee, […]

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Microsoft Dynamics 365 is more than just a rebranding of Microsoft’s ERP and CRM products. Still, many decision makers and professionals may be unaware of the changes and improvements to Microsoft’s business management offerings and their licensing. The new white paper from the CRM Software Blog sheds some light on Microsoft’s new cloud business management […]

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Microsoft Dynamics 365 Spring update. The next major update to Dynamics 365 is 1 WEEK AWAY! Microsoft has changed the way that updates to Dynamics 365 Online are deployed. In the past the update would roll out over a month or so and you would receive notifications of the date your system would receive the […]

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ClickDimensions is a marketing automation software solution for Dynamics 365. This blog will review the different components of a Campaign Automation in ClickDimensions and provide a few best practices.   Campaign Automation in ClickDimensions Your Campaign Automation consists of two parts: the Canvas and the Automation Elements Sidebar. The Canvas is where you and your […]

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AI for Asset Management Firms: Increase Marketing and Campaign Effectiveness When it comes to asset management, data is everything. In order to stay competitive in a changing market, you need access to reliable, meaningful data. Accessing this data and putting it to use for your firm involves having the right technology: without the right tech, […]

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Dynamics 365 for Customer Engagement (D365 CE) provides many tools to report on your data. Dynamics 365 CE enables your team to easily manage their work from marketing leads to sales opportunities to customer service cases and all the activities in between. In addition to providing tons of ways to automate, coordinate and monitor these business […]

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Why do we like the Outlook client in Microsoft Dynamics 365? The Outlook client eliminates the need to navigate and log into additional programs to access Microsoft Dynamics 365. You have full Dynamics 365 functionality and data, plus additional features.  This saves a significant amount of time by eliminating the manual process of re-entering data. […]

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