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

 
 

 

Hide / Display text in CRM “Word Templates” Microsoft introduced the CRM Word Templates feature, in Dynamics CRM version 2016. Using Word Templates, users can insert fields from CRM records in a Word document. The feature stops here. With Dynamics PDF-Docs (click here to download trial version) users can, in one click, PDF the generated […]

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MS Dynamics 365 for Sales vs Salesforce | Learn more about Dynamics 365 for Sales features Microsoft Dynamics 365 for Sales, also known as Dynamics CRM, has become a powerful tool that, when successfully implemented, can greatly increase sales revenue and improve customer retention by as much as 27%. Successful implementation can be difficult however, partially due […]

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It is no secret that in today’s day and age there are two major requirements for network infrastructure; reliability and security. Microsoft fully understands these needs and has developed one of the world’s largest networks. A network investment north of $15 billion to be exact. How can you utilize the Microsoft cloud to enhance your business? Microsoft currently […]

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MS Dynamics 365 for Sales vs Salesforce  Sign up for a free Dynamics 365 for Sales course! Learn more about Dynamics 365 for Sales features While creating emails, people usually make two significant mistakes: in their emails, they sell too much without any useful content, or they put too much content without enough selling. So, […]

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Microsoft Dynamics 365’s CRM offering gives a wide range of businesses the ability to understand customer data at a deeper and more complete level than legacy systems. The wide-ranging benefits offered by Dynamics 365’s CRM components are exemplified in how the CRM solution helped the National Basketball League's Portland Trail Blazers create deeper connections with […]

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Microsoft recently released a technical preview for Microsoft Dynamics 365 for Talent, an upcoming application specifically designed for the management of human resources, which will be launched officially next month. This technical preview makes it possible to become familiar with the interface and the functionalities of the application.   Centralize your HR functionalities within a […]

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SharePoint and Dynamics CRM are excellent two standalone products. Integrating Dynamics CRM with SharePoint is disappointing to say the least. It takes few clicks to integrate CRM and SharePoint, which creates folders in SharePoint, in the context of Dynamics CRM entities. Uploading documents from CRM to SharePoint is cumbersome process. It creates cluttered and unorganized […]

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Have you been investigating CRM applications and now you are ready to consider budgeting for one? We have just the tool for you. The CRM Software Blog offers a free, easy, instant way to get an estimate for installation and ongoing costs of Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM). Here’s how the Dynamics 365 […]

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Want to increase user adoption related to activity management in Microsoft Dynamics CRM/365? We have a great, simple solution – Activity Scoring. We can configure your Microsoft CRM system’s activity types and apply scores to each type. Higher value activities can be assigned higher scores. As users complete activities the system is calculating their total […]

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Power BI continues to evolve with new features! As previously mentioned, Power BI can easily be integrated into your Dynamics CRM/365 org with the use of tiles. Recently, they have introduced a feature which allows you to display an entire Power BI Dashboard in your Dynamics 365 org. With these features, you may have concerns about […]

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