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

 
 

 

There’s an old saying: Knowledge is power. And for marketers, knowing as much as possible about our customers empowers us to create messaging that truly resonates. If you can develop an understanding of each of your clients or leads as individuals, you can deliver a more personalized message that will end up paying big dividends […]

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We all know companies that have a legacy system for a long, long time… longer than we think they should. How can we, as consultants or partners, help them move on? The first question that pops to mind is: "Why don't they just get rid of that old software?". You can see the legacy software […]

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Archiving Your Dynamics 365 Data One common question asked during a CRM implementation is "what are best practices around data archival for historical data?" My immediate response is "You get the MOST value from your CRM data when it lives in Microsoft Dynamics." Historical data tells a story about your customers, so archiving too much data […]

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Dynamics 365 CRM and SharePoint together make a great combination that provides flexibility and ease in document management. Many organizations across the world prefer to use both as a combo pack. And this combo pack can be made more formidable with our NEW upcoming productivity app – SharePoint Security Sync. So, what is SharePoint Security […]

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While there is a strong need for cloud ERP integration, this is a very challenging process. There are several reasons for this. Firstly, ERP platforms don’t have many pre-built integration options. They can only view data via Power BI, integrate with Office 365 and a few CRM apps. And even though some cloud ERPs, like Dynamics 365 Finance & Operations and Dynamics 365 Business Central, have open APIs which facilitate the integration with other […]

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If you're sending sales proposals and contracts out of Dynamics (whether or not you're using IQX, our contract management solution integrated with Dynamics CRM), there are some composition tips and tricks that can help make every proposal more presentable and every contract more compelling. And we've detailed most of them in this free whitepaper, "RFP […]

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Unified Interface Webinar We all knew that someday the Dynamics 365  Unified Interface (UI) would be the only interface for all Common Data Service apps. As of October 1, 2020, the legacy web client will be deprecated and you must transition to UI prior to that date.  It is time to embrace the Unified Interface […]

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One of the leading CRM systems nowadays is Microsoft Dynamics 365. Together with SharePoint, it provides great document collaboration features, and many organizations around the world already use them as a duet. In this post, we will discuss how to ensure security settings synchronization between Dynamics 365 and SharePoint. It is going to be very […]

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A CRM system is only valuable if it is used. It doesn’t matter which system you selected, or how much money you spent; if the information it contains is not updated, current, and trustworthy, it will do you no good. In fact, it can actually cause more harm than having no system at all. And […]

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What is a Business Rule? Simply put, a Business Rule is a code-free way to apply rules to a form in Dynamics. You can use a Business Rule to set field values, clear field values, set field requirement levels, show or hide fields, enable or disable fields, validate data and show error messages, or create […]

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