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

 
 

 

Recently, I’ve come across a post on Dynamics 365 and SharePoint integration. The story is from one CRM forum, and the writer was looking for a solution for permission structure in SharePoint. From the number of similar threads, many organizations are concerned with the same issue – missing synchronization of permissions and privileges between the […]

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‘Kanban’ is a Japanese term for ‘visual signal’. Interpretation and analysis of data becomes easy with    visualization or visual representation. With visual representation information can be gleaned at a glance. This helps to make quick decisions and take swift actions. Our new productivity app for Dynamics 365 CRM and PowerApps – Kanban Board – is […]

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How important is it to you to respond quickly to customers’ requests for price quotes, and to produce accurate proposals that reflect their unique specifications? Sales leaders we’ve spoken with agree that delivering accurate quotes in a timely manner helps their teams close deals faster. If you agree, then integrating leading-edge technology that ensures your […]

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Recurring Revenue and Subscription sales involve a significant change in the way a business sells and collects revenue. As you first start with Subscription-based sales and recurring revenue its more than likely that the tools and processes are not known and the excel is what you are likely to use to keep things simple. Subscription-based […]

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Work 365 helps companies grow and scale their recurring revenue with Subscription management and Billing Automation capabilities built on Dynamics 365. Work 365 Version 2.7 addresses the core needs of business insights and self-service.  Recurring Revenue and Subscription-based sales happen as a series of collective events that take place as customers stay engaged with a […]

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Fields Dynamics makes it easy to extend its out of box standard field set to meet your company's needs. You can add your own custom fields to the out of box entities as you need, but you'll want to be sure to follow these best practices! No Duplicates The system will not allow you to […]

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Press-Release Denver, Nov. 20, 2019 Connecting Software, a provider of synchronization and integration software, and Cryptowerk, a data integrity company, have released a new solution that seals documents in standard business software. Smart Stamp Document Sealing with Blockchain Technology is a simple product add-on embedded in any business application. With the add-on, documents can be […]

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If you’re in the business of generating recurring revenue like Microsoft CSP Partners and using Excel to handle your customer’s subscriptions and billing, you’re not alone. Dynamics 365 can easily be used to manage your sales and service, and with Work 365 you can manage recurring revenue and Billing automation for subscription sales. While Partner […]

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Multiple Forms If you're familiar with using multiple forms in Dynamics, then you know that you can create different forms and assign security roles so that different users see a different form for a specific entity.  This can get rather complicated depending on how many forms you are using and if you are using a […]

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  2019 is coming to an end, and it is time to look back at the new features of Dynamics 365 introduced this year.   We picked our five favorite features, do you agree with our choice? #1 Dynamics 365 Sales - Microsoft Teams integration Microsoft Teams is only two years old, but it is already […]

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