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

 
 

 

Microsoft has introduced an integrated framework to enable health insurance plans to use Microsoft Dynamics® CRM. Known as “Health Plan Sales Solution”, this new framework will allow health plans to quickly and easily move their marketing and sales processes online to better manage and monitor sales, member service and retention. As a result, health insurance […]

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Introduction: Entity relationships represent how entities are related to each other within the Microsoft Dynamics CRM platform. The Microsoft Dynamics CRM customization tools make it easy to create custom entities with no programming experience, but the concepts behind establishing the relationships must be understood if the custom and system entities are to work together. Relationship […]

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We've been selling the value of the Microsoft Dynamics CRM platform for quite some time now.  One where any business can mold a business solution specific to its needs and the relationships it needs to manage.  The concept of XRM (X = Anything Relationship Management) is one we’ve been talking about for years.  I could certainly forego yet […]

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Listen To This Blog Post – Audio MP3   In our Microsoft Dynamics CRM sales efforts, we often get asked “What about Business Contact Manager?  Why can’t we just use that?”  The frequency with which we are asked this question convinced me that this would make a good blog topic. Microsoft Dynamics CRM and Business […]

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As you may already know, CRM Software has the great ability to close that communication gap within your sales and marketing departments to ensure everyone is on the same page within your organization. New integration capabilities within CRM Software are also streamlining the way everyone is doing business and helping businesses manage their client base […]

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One of our customers is an investment bank in Washington D.C.  They really understand the value of outsourcing and hosted systems, which allows them to be highly focused on their core business without getting mired down with unnecessary concerns.  We were fortunate to partner with them for their Microsoft CRM customization and hosting needs.  We […]

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By Dan Smith, Altico Advisors Thanks to Leon Tribe’s guest post on the Microsoft Dynamics CRM Blog and Richard Knudson's post the Richard Knudson Dynamics CRM Trick Bag, this is going to be the shortest blog post ever!  Here’s a link to a 1-hour video about Dynamics CRM twenty-eleven: http://bit.ly/9xiUmy. Some have described the new […]

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By Allen Hardon, CRM Practice Consultant  I can imagine that in this economy you might want to turn up your marketing efforts to attract new leads that could turn into long term customers. How about if I told you that you could… Design marketing plans with a budget and estimated revenue projections? Create planning tasks […]

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By Joel Hatin, Altico Advisors Why do CRM now??????   Here are four great reasons why you should consider implementing a CRM system NOW! #1. Extend the breadth and depth of your customer relationships – In other words, grow your customer sales.  If you’re like most businesses today you’re trying to do more with less.  […]

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Are you too busy to read this message?  Do you have unanswered voicemails on your phone right now?  Let us help you change that.  Give us one hour of your time and take charge of your work day.  Join Sherwood Systems and Microsoft on August 17th or August 25th at 10:00am PST for a FREE […]

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