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

 
 

 

How AI Can Help Your Asset Management Firm with Planning Trips As anyone working in asset management can tell you, data is extremely important. In order to stay competitive, you need reliable data that’s easily accessible. But, without the right technology, you won’t be able to take full advantage of the data that’s available to […]

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You’ve just launched your inbound campaign and high-quality leads are beginning to flow into your Dynamics environment. Your work here is done, right? Of course not! This is only the beginning. Now you have to make sure those CRM-ready leads remain high-quality by developing them into sales-ready prospects. And sometimes, that can take a while. […]

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By David Goodale of Merchant-Accounts.ca One of the biggest concerns you hear when setting up modern payment systems is about security. How can we safely store a card holder’s data securely? In part one of this three-part article on recurring payments, we look at storing cardholder data. Storing Cardholder Data (Avoid when possible!) When e-commerce […]

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The Advantages of AI for Asset Management Firms: Using AI to Manage Pipelines and RFPs In today’s asset management industry, nothing is more important than data. Without access to the right information, you’ll miss out on countless opportunities. That’s why it’s essential to have the technology in place to allow for easy data access and […]

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Purchasing and implementing a new Customer Relationship Management (CRM) system does not have to break your budget. There are plenty of affordable solutions out there and even free ones. What you need, however, is not the most expensive solution or the cheapest one but rather the best solution for your organization. Microsoft Dynamics 365/CRM is […]

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Microsoft Office 365 offers a suite of productivity tools, fully integrated to Microsoft Dynamics 365 Customer Engagement. Well-known applications like Outlook, Excel, SharePoint and OneNote are complemented with a set of cloud-based tools that improve collaboration, communication and productivity in the workplace. At JOVACO Solutions, we love the mobility and accessibility offered by this integration, […]

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The CRM field is shifting and Salesforce is no longer the only player in the game. In fact, many people today are suggesting that Microsoft Dynamics 365 is better than Salesforce, especially for enterprise-sized companies. Here are six reasons why Microsoft Dynamics 365 is better than Salesforce for enterprise companies. #1: Development Flexibility Dynamics 365 […]

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One of the great things about Microsoft Dynamics 365 is that it can be configured to meet YOUR company's needs. How are you configuring your Dynamics system?   Do you struggle with choosing the proper type of component to use when configuring your Dynamics 365 system? Do you often ask "What is the best way […]

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In today’s economic climate, selling products and services is more challenging than ever before. Competition is fierce and customers are demanding more value from every purchase. Your sales team needs the best tools in the industry. To better equip your employees, the CRM for Distribution solution from Beringer can help you stay ahead of the competition. […]

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Microsoft Dynamics 365 for Customer Service is a powerful system to unify the way people experience your business. It makes information available across engagements so your agents can offer the consistency and personalization your customers expect (and require). One area that we feel is especially powerful for our clients is Case Management. Would your company […]

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