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

 
 

 

Announcing FastTrack Implementation Services for Microsoft Dynamics 365. FastTrack is a fixed cost/scope, rapid implementation service that gets your company up and running quickly and cost-effectively. We offer FastTrack for Dynamics 365 Sales, Marketing or Service. Why a "rapid" implementation approach works - There are several things coming together in the CRM space that enables a […]

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I believe that Project Management companies should think outside of the box. When it comes to time management, property managers need all the help they can get. After all, multi-tasking, on the spot decision-making, coordination with tenants and vendors, and facility maintenance require organization. Active property managers might wonder where all their time was spent […]

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As a nonprofit leader, your mission is unique, attracting a loyal member base. The people who join your organization are your lifeblood – they share a passion for your purpose, and they contribute their resources to help you accomplish it. Because past involvement with a nonprofit is the best indicator of future involvement, growing your […]

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Do you plan on creating an entity with hundreds of fields?  Were you told that you will hurt user-adoption and ease of use?  Are you planning on doing it anyway? Great! But be cautious, because there are different limits on the amount of fields that can be added to an entity in Dynamics 365.  There […]

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Microsoft has published the release notes for the October 2018 update to Dynamics 365. There are 90+ new capabilities being added to the platform, lot's to look forward to. In this post we highlight the new functionality being released to the Marketing, Sales and Service areas of Dynamics 365. To review the full release notes, […]

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  In this video by our Dynamics 365 CRM support team, we'll look at how to enable business process flows in Microsoft Dynamics 365 for Sales.   Business process flows are useful for standardizing how your team tackles particular tasks. Basically, they serve as guides for how to get things done.   For example, you […]

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Why should CRM pricing be a mystery? Unfortunately, for whatever reason, it’s really hard to find CRM (Customer Relationship Management) pricing on the Internet. Providers usually want to get a salesperson into your office for a consultation before they give you an idea or the cost of their product. But that doesn’t make sense. Why […]

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The concept of assigning a Score to an individual Contact, Lead, or Account in CRM is not new, but it is seldom used to its full potential.   Scoring is designed to give an indication of the engagement level of the members of your target audience. That can include prospects or current clients. Once you […]

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Office 365 is one of the most popular applications to make any business go paperless. Companies that use Microsoft O365 suite don’t have to worry about, documents or files getting misplaced. Here are three ways that any business can leverage Microsoft O365. Flexibility and Scalability Microsoft O365 is both flexible and scalable for any business. […]

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If it’s time to replace or upgrade your CRM or other business software, you already know the importance of choosing the right solution.  No doubt your search has led you to industry leader Microsoft Dynamics 365. But there is another equally important decision to be made, and that is your choice of implementation partner. Why […]

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