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

 
 

 

If in 2014 someone had told us that we would create a program which governments and big corporations would buy without a second thought – do you think we would have believed? A young IT company from a small European country reaching this success – not impossible but very challenging.  Yet it happened. The solution […]

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ONE OF THE BIGGEST TECHNOLOGY EVENTS OF THE YEAR This will be our sixth year doing Business Technology Summit (BTS) and it's getting bigger and better. We have more breakout sessions, more product offerings, and top insider tips from senior consultants. This is a great event for all C-Suite, VP's, and Directors. This FULL-DAY event will include 40+ BREAKOUT SESSIONS […]

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Since its launch, Click2Export has highly influenced the productivity of Dynamics 365 CRM users. It significantly reduced the amount of time spent on mundane tasks thereby, effectively saving time and effort of Dynamics 365 CRM users which can be utilized in other productive areas. Due to these capabilities it has become a highly sought after […]

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The ability to efficiently create accurate price quotes is crucial to accelerating sales cycles, increasing business growth, and ensuring your customers have a positive buying experience.  However, the process can be time-consuming and error-prone when there are numerous product configuration parameters. In fact, it can take several mouse clicks to add an inventory item to […]

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Best Practices for System Views and My Views in Microsoft Dynamics 365 This is my 7th blog in my 12 part series on Microsoft Dynamics Best Practices. If you've missed any of my previous blogs, please check them out by clicking here! If you're interested in learning more about Dynamics Best Practices, they are a great […]

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Portal configuration can be a big undertaking, with many different Dynamics records that make up just one portal web page.  What are Web Templates? Entity Forms? Entity Form Metadata? All of these record types and more are needed to build a Portal Web Page, and together they act as the structure to your portal. Read […]

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CRM (Customer Relationship Management) software is a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data. With Microsoft Dynamics 365, you get a flexible solution that's customizable to […]

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Many sysadmins choose to store CRM documents in SharePoint because managing documents is more intuitive in SharePoint. SharePoint also has very convenient extra functionalities for the end-users such as checking documents out and version history.   Another reason to go for this combination is that data storage is cheaper on the SharePoint side. If the standard SharePoint […]

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Maps integration with Dynamics 365 CRM enables geocoding of CRM data thereby locating their latitude and longitude and their exact location. These properties can be leveraged by organizations to empower their Sales and Service representatives and bring a holistic improvement in their market presence. Various features that Maps integration helps with are: Geocoding   To […]

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As you may have heard, Microsoft recently announced upcoming changes to Dynamics 365 called 2019 Release Wave 2. There are a lot of new features and updates to the user experience included in this release. You can read an overview of some of the planned updates on our blog. You can also find additional information on […]

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