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

 
 

 

Gun restrictions have been taken to a new level.  Salesforce has decided to ban their customers from selling automatic and semiautomatic weapons, 3D-printed guns, accessories such as magazines (more than ten rounds) and flash or sound suppressors.     The public affairs director for the National Shooting Sports Foundation,Mark Oliva,  suggested that this Salesforce policy change was an example of yet another corporation using its power to advance left-wing […]

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Have you ever opened the menu in Dynamics 365 and been overwhelmed with deciding where to navigate among the seemingly endless sea of record types? Navigation in Dynamics 365 can be difficult and time consuming – especially for new employees or those working on secondary devices like laptops, tablets, or phones. By deploying custom apps […]

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Now available on Microsoft Dynamics 365 Online! With the long awaited release of IPM Project Management on Microsoft Dynamics 365 (online), it doesn’t matter what your business looks like …. If it is project based, IPM has a project management solution, which integrates natively with Microsoft Project, Office 365, Outlook, Power BI and SharePoint. Built […]

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You’ve seen a demo of a Rockton product and you are SOLD! But your decision maker may not be up to speed yet. Sometimes it may require a little more information on the benefits, support, features, and functionality to get things moving forward.  We can help make your work simpler and easier® and that includes getting the decision maker buy-in. Featured Products  Recurring Billing  […]

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Do you find yourself making changes directly in Production? If you don't get it perfect the first time, this can really impact your users, nullify user adoption and introduce unnecessary “down time."   In this one hour webinar, we will cover best practices surrounding using different organizations to develop and test your changes. You will […]

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Why I Love Working for AKA Enterprise Solutions As I enter my fourth year at AKA Enterprise Solutions (a leading Microsoft Dynamics Gold Partner) I want to share a bit about why I love working here. A little about me: I received training in Microsoft Dynamics 365 CRM in college, started work immediately after graduating, […]

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There are common potential points of failure within all CRM implementations. The key is to understand these issues and to put plans in place to mitigate risks at the outset, and to be able to recognise the warning signs before it’s too late. In this article, we look at 3 key success factors when preparing […]

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You probably already know that the purpose of a marketing automation system is to generate and feed as many qualified leads to your sales team as possible. But a marketer’s job doesn’t end there. In fact, if you’re not mining the sales data being generated by those leads, then you risk leaving additional sales and […]

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Let's talk about wealth management firms and CRM. Wealth management firms are financial advisors, but with unique requirements. Many are family offices with perhaps ten advisors. These advisors succeed based on the strength of building and maintaining relationships. Historically, each of them tends to have their own customer base, their own “book” of clients. Often […]

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If you're a B2B VAR of MSFT Dynamics CRM and you get an RFP to answer ASAP... you have far too many acronyms to sort through. In all seriousness, if you are this person, you likely know one thing above all else when an RFP hits your inbox: YOU ARE NOT ALONE. In fact, a […]

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