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

 
 

 

Football season is upon us which means that office competition is going to be over the top with pick 'em pools and fantasy teams frenzy! What if you could get that same energy and competitiveness geared towards your Dynamics 365 system? You can by taking your end-user adoption to the next level by enabling Gamification. […]

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Great new feature just added to Dynamics PDF-Docs to automate full E-Signature process with DocuSign. Document is generated in CRM using Word Template One click to PDF the document and attach it to Notes, using Dynamics PDF-Docs Complete process where to sign using DocuSign (if required) DocuSign manages the E-Signature process in background The signed […]

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“CRM is from Mars, SharePoint is from Venus” (read more) was our trigger to developing CRM add-on solution (Dynamics SPO) to improve the integration between CRM and SharePoint. With Dynamics SharePoint Organizer (SPO), documents uploaded from CRM to SharePoint are configured to save the content of fields in CRM records, together with the uploaded documents, […]

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Are you marketing to all of your Dynamics Accounts, Contacts and Leads? If you are marketing with Dynamics 365, you know it’s very easy to identify which of your records are part of an active marketing campaign. But what about the new people that are added? How about the people that never responded to an […]

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by Tom Berger, Vice President, Financial Services Regardless of your area of financial services, your business software needs to accommodate and support what you do and how you do it. To that end, it seems like a point solution would make sense. Or would it? While a point solution might work as though it was […]

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A few years back I wrote about beginning to work with the CRM Package Deployer out of the CRM SDK tools folder. Check out the article here.  Back then, we were liking the flexibility of being able to deploy multiple solutions with sample data and not needing to write our own installer.  We have continued […]

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Are you exploring CRM solutions? Are you wondering if there’s a hassle-free way to find out what they might cost? For many businesses, small and mid-sized as well as larger organizations, a full-function CRM solution is a must. But early on in your selection process, you’re going to want to know what the various solutions […]

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Digital transformation refers to the introduction of technology into your business processes to help your team work smarter, not harder. We’ve seen companies evolve into paperless offices with better organization of documents, centralized security and the automation of certain processes to reduce costs and improve productivity. We’ve also see how better communication technology, for instance […]

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It’s not hard to see why your CRM data, made up of customers, prospects and influencers is your most important marketing asset. After all, how can a marketer be successful without the right data? And how can a marketer discover or fine tune a message without insight into behaviors and their service needs? But, keeping […]

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You’ve worked hard to attract customers to your business, but in order to maintain their loyalty and keep them coming back again and again, you need to do more than just know who they are. Digital transformation, the art of combining the latest technology with proven business practices, can help you truly engage with your […]

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