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

 
 

 

Your CRM solution has a lot of useful information about your leads and customers. But it could have much more if it was linked with LinkedIn. LinkedIn is a social network for professionals, and if your client has a LinkedIn profile, you can learn a lot of valuable information to round out what you have […]

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Dirty data. It sounds insidious - and it is. Also called rogue data, dirty data refers to inaccurate, incomplete or inconsistent data – and it can be a huge problem for organizations utilizing CRM. Dirty data can emasculate even the mightiest Dynamics CRM implementations by rendering the information virtually useless and undermining all the processes […]

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Setting the stage Prior to Power Automate (formerly Microsoft Flow), many of you probably sent emails using a workflow in Dynamics 365. This option has been around for quite some time. Typically, you have some automated process where emails go out to notify internal personnel or external customers. But, you may have seen the "nag" […]

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Customer Relationship Management (CRM) Systems are vital in today’s fast-paced business economy to utilize as much data possible to effectively manage ever increasingly complex sales processes and to access critical insights into an organizations’ customers buying trends. Modern CRM systems can help provide the necessary tools for a companies’ both prospects and customers to maximize […]

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6 Reasons Why You Should Be Using Microsoft Dynamics 365 Customer Insights  More than ever before, businesses are looking for new ways to gather and utilize customer data. We’re not just talking standard demographics, either. With customers becoming more discerning by the day, businesses need to understand customer behavior -- both online and in retail […]

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Dynamics 365 CRM and SharePoint integration offers a smooth and easy document management system for businesses around the world. This combination of Dynamics 365 CRM and SharePoint helps organizations to conveniently store and share documents with customers or third parties. It is hassle free, user-oriented and suits the need of every organization for managing documents. […]

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The Microsoft stack has just about everything a B2B sales rep requires for success. Keywords there are “just about.” We’re going to talk about three things Dynamics 365 (D365 for Sales, primarily) does really well in helping you discover and drive new business, and one thing it’s currently missing that can make a huge difference. […]

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The new Unified Interface for Microsoft Dynamics 365 Customer Engagement (CRM) provides an enhanced, responsive user experience from all platforms, ensuring a cohesive experience from all your different devices. It will be available on October 1, 2020 for everyone, but some users already have the option of switching over to the new interface. Here’s what […]

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You are in charge of a software migration project. You could not resist the features and benefits of the new version you are going to install. That's all well and good, but how can you make sure you get the migration right? Fortunately, there are tactics and strategies you can use to handle your next […]

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If you are investigating CRM solutions, no doubt you have a lot of questions. Many of the technical questions can be answered by reading posts by our expert members on the CRM Software Blog. You can gain a wealth of information, but one question you will rarely see answered until you sit down with a […]

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