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

 
 

 

Back in the day … in the 80’s and 90’s...  the thinking was that construction companies needed special “job cost accounting software”.   On that basis the only other software you needed was an estimating tool or an Excel spreadsheet. Fast forward to the Present Day With the advent of the smartphone, the tablet, and […]

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CRM implementation is often perceived as a costly affair by businesses of all sizes. The total cost of CRM implementation starts with subscription fees of a CRM vendor and is later complemented by the costs of implementation services, such as consulting, data migration, customization, integration, user training, after-launch support and system evolution. Let’s take, for […]

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To remain competitive and excel in an increasingly difficult financial advisory sector, wealth management firms need to streamline processes, increase advisor and client collaboration, and embrace a 360-degree view of a client's finances. Crowe CRM for Wealth Management, built within Microsoft Dynamics 365, provides financial advisors with a single, centralized view of client-related information and […]

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Customer Service impacts your brand perception as a major factor in brand choice and loyalty. By 2020, Customer Experience is projected to be the main differentiator for brands, overtaking the impact of pricing and product for the first time. Customers increasingly have an expectation that customer service will be available digitally, and around the clock. […]

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If you are a Microsoft Dynamics 365 user you need to be at the D365 User Group Summit event. But many people do not realize that there is a special event just for Microsoft Dynamics Partners too. An event for them to sharpen their skills, ask questions, network with peers and learn ways to serve […]

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If you’ve decided to implement a new or updated CRM solution, you might think your job is over when you’ve selected a full-featured, flexible CRM system such as Microsoft Dynamics 365/CRM. But really, there is some important work ahead. As important as it is to choose the right product, it’s equally important that it be […]

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By now, Dynamics 365 Customer Engagement is an established successor to Dynamics CRM Online. For $115/user/month, companies get Sales, Customer Service, Project Service Automation, and Field Service. The application that often gets missed in this package is Dynamics 365 for Marketing – an application that costs $1,500 per month if purchased alone. With Dynamics 365 […]

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Every marketing description of Dynamics 365 includes the promise of powerful “insights” and “intelligent” processes. While there definitely is plenty of hype, the message is important. Most organizations have reached a point of overload—they are collecting more data than ever, but it is creating more confusion than clarity. Download: But Really…What is Microsoft Dynamics 365? […]

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Closing more business means improving your sales proposal process, and here are three ways to help make that happen: Integrate a configure, price, quote solution into your CRM (CPQ and Dynamics for the win!) Populate that solution with branded, vertically targeted templates (Look sharp, work smart!) Write good RFP responses (yep: good!) with help you'll […]

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Microsoft Dynamics 365 for Sales packs a powerful punch as a CRM and sales enablement software. What’s needed to really make it a heavyweight champion is the integration of CPQ software. Configure Price Quote software, or CPQ, enables sales teams to generate accurate quotes based on product configurations and pricing rules. CPQ extends the value […]

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