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

 
 

 

CRM for Distribution Powered by Microsoft Dynamics 365 CRM for Distribution is a Microsoft Certified Solution that is built specifically for Wholesale Distributors and based upon the industry leading Microsoft Dynamics 365/CRM platform. This solution was built from the ground up to enable Wholesale Distributors to market more effectively, expertly manage their sales process and […]

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In the third part of our webinar series, we’ll be demonstrating how to build a Power BI sales reporting summary from scratch. The sales dashboard will provide not only an overview of your business’s sales performance but also make it easier to drill into sales performance analytics. You will learn all the steps needed to connect your […]

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If you take a look at your System Administrator CRM Utility Belt of super powers, make sure that Business Rules are included. Initially introduced in CRM 2013 and available in 2013, 2015, 2016 and Dynamics 365, Business rules allow you to apply form logic without needing JavaScript code or building plug-ins. System Administrators rejoice! Configuration above customization!   […]

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Becoming a Versatile Microsoft Dynamics Consultant: Combining Functional and Technical Skill Sets I’ve been working as a Microsoft Dynamics consultant for a number of years now, and I love my job. But back when I first started out, I remember feeling a bit unsure about how to classify myself. Was I a big picture person, […]

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Today, CRM software is essential for any growing business. If you are in the market for a world-class CRM solution at a reasonable price, no doubt Microsoft Dynamics 365/CRM is on your short list. You can read articles here on the CRM Software Blog about the features and benefits of Microsoft Dynamics 365/CRM, but what […]

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I’ll let you in on a secret: in most organizations, marketing is a cost center. We’re the department of spending money. The department of pretty pictures and “branding” campaigns. The department where budget goes to disappear.   The good news is we can beat that perception by better putting to use the CRM Campaigns entity—all […]

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Virtual entities were introduced in Dynamics 365 (Online) version 9.0.  Virtual entities sound quite futuristic but put simply they enable integration of data stored in external systems without the need of custom code and data replication.  This blog describes the benefits of using virtual entities, how to use them and what to think about when […]

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One Click upload from CRM Notes to SharePoint. Upload documents with metadata, save in SharePoint in any folder structure, document library, site, and by document type. Watch: one minute video Download free trial: http://www.dynamicsobjects.com/Our-Solutions/SharePoint-Organizer-SPO -

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How Microsoft’s Azure Cloud is Helping Nonprofits with Digital Transformation Cloud technology is virtually everywhere in today’s world, though thousands of nonprofits working in remote areas haven’t been able to take advantage of the benefits that it offers. In a nutshell, cloud technology allows users to access both software and hardware over the internet. The […]

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The next major cloud update for Microsoft Dynamics 365 arrived this month! The upcoming Business Applications October 2018 release comes with a host of features and enhancements that we are really excited about.   As mentioned previously, all Dynamics 365 users will have to migrate to the new version by January 31, 2019 to take […]

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