What is Coaching? Coaching is a free add-on for Dynamics 365 or CRM Online available to install from the Dynamics Marketplace. Coaching enables organizations to quickly onboard new employees by combining two popular Dynamics 365 features, Business Process Flows and the Knowledgebase. Business Process Flows (BPF) are a great method for giving structure to business […]
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1. A 360-degree view of your members When you can see everything about your members in a single view, supporting them is easier. It means that you can focus on what your members really want instead of trying to navigate between multiple systems. 2. Automate renewal notices Setting up automated personalized notices and emails […]
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This is part 1 of a series of blogs on user adoption with Microsoft CRM/Dynamics 365… the Achilles heel of CRM. I will examine real-world causes of CRM user adoption failure and how to avoid or recover from the top issues that cause user adoption issues. I founded Strava Technology Group with a very clear […]
continue reading...Last week's Microsoft Business Forward event initiated the next stage of the continuing evolution of Dynamics 365. A major focus of the day was technology that drives digital transformation and transforming your industry and the way you do business. Microsoft CEO, Satya Nadella kicked off the event to detail his vision for digital transformation. Microsoft […]
continue reading...I've been using calculated fields more and more while working with clients lately. They seem to be an answer to many scenarios that previously required jscript or plugins. While plugins were reliable solutions to calculate forms, they required hours of development versus a couple of minutes to create a calculated field. Here are a few notes […]
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One of an entrepreneurs' number one business goals is to increase revenue. However, to do so, these business owners need to also increase employee engagement so workers are more efficient and productive. Employees struggle to be productive when they're not engaged in their workplace. There are many ways to increase employee engagement, but here's one […]
continue reading...When you start your day and you open Dynamics 365 CRM what is the first thing that you want to see? Is it a list of your open leads? the Phone calls that you need to make? Or how about a dashboard showing what opportunities were closed by your sales team in the past 24 […]
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What is the most effective way to get trained on Microsoft Dynamics CRM without breaking the budget? Microsoft Dynamics CRM (now Microsoft Dynamics 365) users are presented with many options when it comes to training. Based on a few decades of experience in this area, here are my recommendation on how to get the best […]
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Have you ever started or are you considering a CRM implementation and thought, where do I start and what do I need? Because a CRM or Dynamics 365 system engages so many of your teams, it is important to ring fence your project and fully understand what you want the system to do, in terms […]
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Manage Documents across CRM and SharePoint platforms Most organizations want to present a corporate image when they communicate externally, so that all their communications are instantly recognized. The most common documents are quotes, orders, invoices, and service contracts. These documents are designed with Microsoft Word, and Emailed as PDF attachment to the clients. How to […]
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