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

 
 

 

CRM metadata saved in SharePoint columns The alternative & better CRM and SharePoint integration In previous post we promoted the idea of “CRM is from Mars, SharePoint is from Venus”(Read More...), which concludes that OOB CRM integration with SharePoint creates too many folders and sub-folders, while best practice is using metadata from CRM records and […]

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By Byron C. Law, Crowe Horwath Creating and resolving “cases” in Dynamics CRM is very important for customer service and support teams. So if you get an error code when you are trying to create or resolve cases, it can slow down productivity. A client presented an issue where they were unable to create or […]

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With all the buzz and information swirling around the upcoming release of the Version 9.0 update for Dynamics 365, you will usually see a lot of excitement regarding new features and functions. However, simple things are often overlooked. But, the simple things can have a significant impact. Change is Tough Change is difficult enough for […]

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Marketing automation and email marketing go hand in hand. In fact, they are used in the same sentence so often that they are sometimes thought of as one and the same. But despite seeming so synonymous, the two are actually quite different. While email marketing is an important component of a marketing automation solution, these powerful platforms […]

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Are your sales reps behaving? I have been doing a lot of research recently for a client that wants to build best practice behavior into their sales team and manage it with Dynamics 365. I have read research from all the top sales benchmark and behavioral analysis firms. In compiling this information I have found […]

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By Carl de Souza, Senior Technical Consultant, AKA Enterprise Solutions Power BI provides many ways for you to view and analyze your data with visualizations. Several visualizations come with Power BI, including bar, scatter, and line charts, pie and donut charts, and more. There are even more visualizations available for download that have been contributed […]

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Although Dynamics PDF-Docs (for CRM Word Templates), is the most popular add-on to CRM, to PDF Word Templates and attach them to Emails, we are sometimes asked about features not available with CRM Word Templates, and are available with Dynamics Docs. Here is another feature you may need when creating templates to merge fields from […]

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Early last week, I told a prospect I would send a white paper later that week. When the day came and I had completely forgotten about our conversation, Cortana (Microsoft’s AI platform) sent me a reminder that I promised to send the information. With this, I realized that Artificial Intelligence (AI) is already a part […]

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Dynamics CRM integration with SharePoint If you are not happy with Dynamics CRM (Dynamics 365) and SharePoint out-of-box integration with SharePoint then Dynamics SharePoint Organizer (SPO) is the tool you need. If you pay hefty price for Dynamics CRM storage then upload your documents, from Emails and Notes to SharePoint, and save money. Dynamics SharePoint […]

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What makes a CRM software truly valuable is not the ability to track every movement your membership base makes, but the amount of critical data that you are able to collect once the system is properly adopted.  The newest versions of Microsoft Dynamics 365 for Sales are furthering the ability for automation, tracking of member […]

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