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

 
 

 

As a Microsoft Office 365 user, one of the most valuable 365 features available to you is Groups. In fact, Office 365 Groups allow your organization to set up Microsoft Teams that correspond to departmental divisions: marketing, administration, sales, product development, etc. The Teams feature lets the individuals in a particular team communicate quickly and […]

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Are you finding it difficult to capitalize on new opportunities and deliver an unforgettable customer experience? Are your efforts to grow or expand being frustrated by old technology or outdated processes? Your legacy CRM (Customer Relationship Management) solution may be holding you back. Perhaps you’ve been working with your legacy CRM solution for quite a […]

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Today, more and more organizations are moving their business processes to the Cloud, and for good reason.  There is no doubt that the cloud provides real benefits. Still, transitioning represents change, and for the change to be successful, your move to the cloud should be approached with eyes wide open. We asked members of the […]

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It's a great time for Microsoft and the company is in good hands under the CEO Satya Nadella's direction. The organization is growing around Dynamics 365, Office 365, Power BI, Azure, and the complete Digital Transformation strategy.   Satya Nadella offers great insight into Microsoft's tremendous growth. Here are a few top quotes from Satya […]

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Do you store documents in SharePoint, but don’t know how to integrate it with Dynamics 365? Dynamics 365 offers a native SharePoint integration that is quick and easy to set up! Unfortunately, for organizations that have a custom SharePoint structure already in place, you may run into some road blocks. But don’t worry, you can […]

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The General Data Protection Regulation (GDPR) applies to the use and storage of personal information of European citizens from 25 May 2018. This regulation has an organization-wide impact and businesses worldwide will need to take action in order to comply with European law. The new legal framework for this EU regulation makes a series of important […]

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There comes a time when the needs of a CRM System outpace the out of the box functionality of Dynamics 365.  While Dynamics 365 provides a vast framework from which one could build highly customized solutions for a variety of users, there may come a time when custom plug-ins are required to meet the needs […]

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Self-service Dynamics 365 web portals extends CRM reach enabling customers to log issues, find solutions and update information online. Each web portal is housed, maintained and integrated with D365. Entitlement to deploy a Dynamics 365 web portal is available at no additional cost for every customer with 5 or more full user licences. Preact has successfully helped many […]

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MBO, CPQ, CRM. Salespeople L.O.V.E. acronyms! That’s probably because we know time is short. But when an organization truly needs to save time and speed throughput, it automates as much as possible. And nowhere is automation more critical or more impactful than in the sales proposal process. Enter configure, price, quote; a.k.a., CPQ. A fully […]

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Microsoft Dynamics 365 for Marketing vs ClickDimensions, an initial comparison. Microsoft has released their Microsoft Dynamics 365 for Marketing module, this article is an initial review of the module and high-level comparison to ClickDimensions (the other mainstream marketing automation option for Dynamics 365). Availability - There are a few different subscription options for the Marketing module. […]

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