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

 
 

 

To reach the smaller investor, financial services companies have been offering automated investment advisory services, or robo-advisers. Now, Charles Schwab has announced it will be offering a hybrid of automated and human investment advice and portfolio management. Recently, Reuters reported that the new service, called Schwab Intelligent Advisory, service will offer a customized financial plan, […]

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Microsoft Mechanics is a YouTube channel that appeals to power users and developers on Microsoft Products. In this recent video, Luis Camino demonstrates how PowerApps and Microsoft Flow can be used to build custom Line of Business (LOB) apps which integrate Dynamics 365 data and processes with other applications.   Dynamics 365 Enterprise Subscriptions includes […]

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Experience unprecedented productivity by seeing exactly where your best customers and prospects are located in relation to where you are calling, all without leaving CRM. InfoGrow recently released its most popular CRM mapping solution with enhanced desktop functionality and new mobile capabilities, enabling account managers to schedule more appointments and make more sales. With CRM […]

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Casino Hosts have a responsibility to develop working relationships with their players.  Both to identify players who would benefit from a Host’s service in addition to assisting an upset guest and working to resolve the issue.  All of these require effective communication to be successful. Another way to look at this issue is imagine that […]

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Thousands of customers rely on Microsoft Dynamics CRM Online to manage their customer relationships, sales pipelines, marketing campaigns, and service calls. If you’re one of those who utilize CRM Online and have noticed there isn’t much information about it online anymore, don’t fret. Microsoft Dynamics CRM Online has transitioned to Dynamics 365, a new software […]

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Which dashboard is better for your organization?   Dashboards are a powerful business tool that provides a visual display of data, tailored to the various needs of the different members of your organization. The information is consolidated on a single screen so that it can be easily accessed and monitored. As the business intelligence solution […]

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Guided Tasks are type of Learning Path, a new feature in Microsoft Dynamics 365 to help on-board new users. With Learning Paths, a new Azure cloud service, Microsoft Dynamics 365 delivers walk-through guides and articles within the application. Unlike traditional help, Learning Paths are contextual to each organisation. These adapt to fit individual user roles, […]

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If you are tasked with integrating data, then you know there are a wide variety of challenges that you must overcome. I’ve integrated data into Microsoft Dynamics CRM from many disparate systems in my career, which typically involves pulling data from a live system. The key word is “live”, because I’ve seen some strange scheduling […]

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With features like email marketing, campaign automation, web intelligence, surveys, landing pages, web forms, event management and more, marketers are often eager to implement a marketing automation solution with Microsoft Dynamics 365. However, marketing departments can sometimes face a sizable obstacle in the purchase of marketing automation technology – their company’s executive team. According to Capterra, CEOs and […]

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As we resume our Dynamics 365 Deep Dive journey, we focus on Insights. The motto in real estate is “location, location, location.” Let’s see how Microsoft, one of the leaders in applying artificial and machine learning intelligence to their Sales, Marketing, and Service applications, makes a case for “Insights, Insights, Insights” being their new catchphrase. […]

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