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

 
 

 

Summer is coming to an end and Fall is right around the corner.  What does that mean? Back to School Time!  The start of a new school year is a fresh start for students…and it doesn’t have to stop there.  Microsoft has recently extended its 60% discount on Microsoft Dynamics CRM Online for its Dynamics […]

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In a recent blog we highlighted how historically, Customer Relationship Management (CRM) solutions have been positioned for Sales, Marketing, and Service personnel.  To expand on that blog, we want to have you think outside the box again and consider using CRM for financial and operational process automation as well.  This is because one of the […]

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Microsoft has been very aggressive and very successful in capturing market share in the SaaS (Software as a Service) CRM market through their Dynamics CRM Online product offering. Businesses using Microsoft Dynamics CRM Online can get up and running quickly and without a lot of upfront capital investment. Dynamics CRM Online enables companies to easily […]

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Getting Started …. Determining the appropriate IT infrastructure required to support Microsoft Dynamics CRM is very dependent on your business’s particular scenario.  By performing Architecture and Scoping Assessments on your current IT infrastructure prior to implementation can determine the architecture changes required for your project. Following the SQL Server requirements and recommendations for Microsoft Dynamics […]

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A non-profit, membership organization which provides services and supports to persons of all ages with intellectual and developmental disabilities implemented Microsoft Dynamics™ CRM for use throughout their organization.  Providing advocacy and access to educational, vocational, recreational and critical life skills programs, this non-profit is an essential resource for consumers, their families and the community. Before […]

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According to an email I received today from a company called Axonom  the answer is yes – you can use Microsoft Dynamics CRM on the iPad.  I admit that I don’t have first hand experience, the iPad is still on my “wish list”.  But for those of you lucky iPad users out there, now you […]

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Microsoft released CRM On-line with a special focus for Non Profits and NGO’s (Non-Governmental Organizations) this past year.  This is out of the box customized specifically for Not for Profits – thank you Microsoft! The two main requirements to qualify for the $9.99 pricing is that you must be a 501(c)3 and a minimum of […]

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In a day and age where you can find feedback on the quality and user experience of virtually any consumer product, it is becoming more and more natural to seek out a reference in the early stages of your CRM software selection process.  However, because of the complexity of customer relationship management systems, implementations, and […]

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By using the Workplace reports section in CRM you can create a report type called Link to Web Page.

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Does your CRM system support your sales process?  Surprisingly often, the answer is “no”. CRM systems frequently fail because they are too difficult or too complex to use.  They don’t provide enough value to the sales staff for the effort it takes to use them. Required fields and sales stages don’t match the process that […]

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