Expand Dynamics 365 CRM with the Help of the Microsoft Power Platform Now more than ever, data is important to the success of your business. In many instances, expanding the role of your CRM platform and the data it manages could benefit your business significantly. But at the same time, doing so often involves investing […]
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This is the fourth blog in my 12 part series focusing on Microsoft Dynamics 365 Best Practices. If you've missed my previous blogs, they've focused on defining Best Practices, Organizations, and Solutions and Patches. For my remaining blogs, I'm going to focus on the different components in Dynamics 365, starting with Entities. What is […]
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If you're in sales, you likely use your Dynamics CRM solution to send sales proposals. And, if you're like most salespeople, you probably view these documents as necessaries, a cost of doing business, etc. Which they are. But there's more. Seeing proposals as simply a cost may be misguided. Imagine if, instead, you thought of […]
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It's hard to imagine any aspect of the workplace that hasn't been disrupted by new technology. From unified operations applications, customer engagement platforms, remote collaboration technologies suites, the digital business landscape is defined by countless options integration possibilities. But in reality, a high percentage of businesses aren't sure which of these technologies matter, and why. […]
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So, you have decided to purchase a new CRM system. On the surface, it sounds easy enough: Just find the system you want, make sure you have enough funds to purchase it and then implement it. Unfortunately, what some organizational decision makers fail to realize is that there is much more cost involved than might […]
continue reading...Asset Management Firms and the Benefits of AI: Enterprise Reporting These days, data is an integral part of any successful business. This is especially true when it comes to asset management. Without access to the right data, an asset management firm will struggle to stay competitive. But in order to take full advantage of the […]
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enCloud9 and ClickDimensions recently collaborated on a webinar about selecting the right marketing automation solution for Dynamics 365 and here are the takeaways. What is Marketing Automation and Why Is It So Important Today? Marketing automation refers to the software that enables various marketing actions to be automated. This includes many repetitive tasks such as emails, social […]
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Dynamics Docs Migration Need to migrate large volume of documents to Dynamics CRM (365) and SharePoint? Dynamics Docs Migration Tool is a desktop application that reads CSV file and imports documents from local or network hard disk to the Notes of records of selected CRM Entity. Using Dynamics SharePoint Organizer (SPO) the uploaded files to […]
continue reading...Have you ever wanted a simple easy way to capture data from your customers, partners or employees? If so then you are going to love Microsoft Forms Pro, the newest member of Microsoft's Power Platform. Microsoft Forms Pro is a simple yet comprehensive survey solution that allows businesses to easily capture and analyze feedback to improve […]
continue reading...Even though it has a confusingly similar name, Microsoft Dynamics 365 Business Central is a completely separate product under the “Dynamics 365” brand umbrella. It includes full ERP and limited CRM functionality. Download: But Really…What is Microsoft Dynamics 365? While the full Microsoft Dynamics 365 is targeted at larger, enterprise-level companies (more than 250 employees), […]
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