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

 
 

 

As innovative technologies emerge, the world of business continues to shift and evolve. Keeping up with these changes isn’t easy. To succeed, your organization needs the right tools. The Microsoft Office 365 suite is far and away one of the best tools for maximizing your company’s productivity. There are a lot of things to love […]

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Ledgeview Partners takes an inside look at the Microsoft Dynamics 365 Version 9 Update in an On-Demand Webinar that is available to the public. Get expert tips, best practices, and find out everything you need to know with V9 Updates. In this On-Demand Webinar, you will: See User Interface Enhancements to the Existing User Interface: […]

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Insurance benefits brokers know that using a good CRM system can make them more productive. But, finding one can be easier said than done. A good CRM system can help any business quickly identify new sales opportunities, manage follow-through from lead to close, and nurture existing customers. But the methods and terminology used in the […]

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The world of CRM is populated with all kinds of “solutions.” We use quotation marks here before many of these so-called customer relationship management “solutions” are anything but.   That said, there are only two real options for the vast majority of businesses: Salesforce or Dynamics 365. They’re both industry leaders, and they both have […]

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If you are contemplating investing in a comprehensive CRM software solution, no doubt one of the major questions will be about cost. There’s no sense getting your heart set on a software solution that is just not within your budget. Wouldn’t you like to know at the beginning of your search whether your choice is […]

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I will wager that you are familiar with the Keep It Simple (K.I.S.S.) Principle, which encourages simplification over complexities. It's no surprise then that the K.I.S.S. Principle goes hand in hand with User Adoption. So how can we incorporate K.I.S.S. into planning our CRM projects?   Streamline Business Processes Dynamics 365 and previous versions of […]

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At a recent company retreat, we were reminded of the importance of cyber security. This topic doesn’t directly relate to Microsoft Dynamics CRM in a software sense, but it does aid in the Customer Relationship Management department. You and your team need to protect yourselves in order to protect those you do business with.   […]

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Some companies that purchase Microsoft Dynamics 365 think that Microsoft Premier Support is the highest level of support available. Until they compare the benefits side by side.   Microsoft Premier Support includes: Business Critical Support Break/Fix Support Annual Support Hours Phone Call Backs  Microsoft Premier Support does not include: Advisory Support Installation of Updates and […]

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End users of your CRM system (or any other system!) are the most important building blocks to a successful implementation. Why then are they so often overlooked? Why does management so often dictate requirements without a single consideration of how the end user will react?   "They need to learn how to use this to […]

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In our previous article, we offered some tips to improve user adoption rate even prior to the implementation of a new CRM solution. That said, proper training tailored to the specific needs of end users is essential to ensure a high user adoption rate for a new CRM solution such as Microsoft Dynamics 365. The […]

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