InsideView Insights no longer bundled with Dynamics 365 On January 16th Microsoft emailed thousands of Dynamics 365 customers (and us partners) informing that InsideView Insights will no longer be bundled with Dynamics 365. If you have not used Insights, you missed out on a great tool that provides data and intelligence about your leads, accounts […]
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If you are exploring CRM solutions, no doubt you have a lot of questions. Many of them can be answered by reading posts by the experts on our CRM Software Blog. You can gain a wealth of information, but one question you will rarely see answered until you sit down with a partner is: How […]
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Are you considering a new CRM software system? CRM software (customer relationship management software) is designed to help organizations reach business goals like: Converting more prospects into sales Creating a collaborative sales process Improving inbound marketing and lead generation Getting a 360-degree view of customers Cutting service request costs and sales process costs. The […]
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If you have been keeping an eye on the Microsoft Documentation site, you will have noticed the "Release Notes" sections. Microsoft started publishing the Release Notes for the Spring 2018 update release as part of their update modernization of Dynamics 365. Also, these release notes will be published several weeks ahead of the new updates. […]
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How to Integrate AI into Your Asset Management Firm with Dynamics 365 CRM As competition grows between asset management firms, it’s more important than ever to take advantage of every available opportunity when it comes to maximizing growth. And as many firms are finding out, technology can be their single greatest asset. At the end […]
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Last April Microsoft released the new marketing module for Microsoft Dynamics 365. The solution addresses some areas that the Microsoft team knew would be important to not only your marketing team but also your sales and service teams. For instance, the new solution, Dynamics 365 for Marketing, offers an integrated event management solution and better […]
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One of the newer modules in the Dynamics 365 family, Field Service, leverages the latest technology offered by Microsoft and combines it into one powerful solution. D365 Field Service is an integrated solution with your current D365 environment, enabling you to be field ready with your already configured environment, filled with customer data. D365 Fields […]
continue reading...You have likely heard many data related terms being thrown around— data packs, data lakes, data warehouses— but what do they mean? And are they important to your business? If someone is telling you that your business needs one, or even all of these, then where do you begin? For starters, let’s define the terminology. […]
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With Dynamics SPO, CRM users can upload CRM documents, with metadata from CRM records, to any folder and related folders in SharePoint Locations. Click here to download free trial version. Two new features released today. New Metadata - Multi-Select Option Sets When the metadata is retrieved from CRM field of multi-select option set, the selected […]
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Business Rules in Dynamics 365, CRM 2013, CRM 2015 and CRM 2016 provide an interface for you to simply configure the ability to set field visibility. Let's walk through a brief example scenario so you can see just how easy it is for a System Administrator to use the drag and drop Business Rule canvas. First, […]
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