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

 
 

 

Case management includes the process of identifying, recording, analyzing, monitoring and resolving an information-centric work item.  It includes the collection of appropriate data, the adherence to internal processes, and the related communications required to resolve a case. “Cases” are used across many industries and may be called many things:  Questions, Issues, Incidents, Requests, and Work […]

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Microsoft Dynamics 365 is a powerful tool that will benefit nearly any business. However, there are certain qualities to the software that make it uniquely designed to benefit Credit Unions. Here are 5 benefits of using a CRM for Credit Unions. 1. Gaining a 360 Degree View in Dashboards The Financial service is a fast-paced […]

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Is your non-profit scared of overhead?  Does your board spend lots of time wringing its collective hands over whether you spent 14% or 17% on fundraising this year?  Do you have trouble justifying nonprofit technology cost to board members?  Are fundraisers worried about facing ire from donors about that 3% extra your organization spent on […]

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If yours is a professional services firm, it’s understood that a profitable bottom line is one of your chief business goals. But before you get to that point, an immediate goal is finding and maintaining clients. Your sales team must constantly give attention to your sales pipeline and to completing projects efficiently, professionally, and on […]

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For each Dynamics 365 app, a sitemap controls which entities and other items are displayed to end users. A new designer is now available creating a better experience with new controls to precisely manage the layout of these items. Each Dynamics environment comes with a default site map. To customise this, a new sitemap designer […]

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The Microsoft Dynamics 365 April 2019 Release Notes have arrived - CRM nerds rejoice! The Business Applications April 2019 release bring some enhancements and updates to the Dynamics 365 platform which promise to deliver significant capabilities to transform your business. It's important to note that deployment of some of these features in the "April 2019" release […]

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Hard work deserves recognition. This year we have decided to give recognition to our top bloggers, top members, and founding members of the ERP Software Blog, CRM Software Blog and ERP Cloud Blog. All of these companies get our sincere congratulations for their hard work. Top Blogger Award – Members whose posts received the most […]

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Are your customers frustrated? Are they waiting on hold, then asked to repeat their information over and over again? Live help should be just one click away. Surveys show that the communication channels that have the highest customer satisfaction levels are live chat followed by voice/phone support. Can your customer service agents chat, co-browse and […]

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There are so many ways to mark progress in human history. In recent decades, we’ve made huge leaps in technology and capabilities that have re-defined modern life. Xpertdoc vs. OOTB Document Generation in Dynamics 365 The evolution of document generation offers a similar picture. Progress isn’t measured only by a new product, but by automated […]

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Microsoft’s Tech for Social Impact Day Gives Nonprofits the Tools to Succeed   On January 22, 2019, AKA Enterprise Solutions teamed up with Microsoft to host Tech for Social Impact Day (TSI Day) in New York City. Leaders and innovators from nonprofits and Microsoft converged in New York for this impactful event.   In helping […]

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