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

 
 

 

When you create records in Microsoft Dynamics 365, a 16 digit unique id, called a GUID, is assigned to the record. If you look at the fields in an entity from a solution, you will see that every entity contains an id field that is a type of Primary Key. If you add new fields, […]

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Watch it! Lightning fast One click to generated document from CRM Word Template PDF it, and attach to Email.   CLICK HERE: Download FREE Trial Version  .

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Membership retention is like a window into your nonprofit’s health – your association’s gauge of overall organizational performance. If retention is high, morale and productivity are, too. If it’s low, concerns abound. What is your nonprofit’s retention rate? What would you like it to be? According to Associations Now Daily News, a common retention target […]

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The procedures and policies of how an organization stores documents uploaded from CRM to SharePoint vary between companies. Actually, the two most important parameters in storing documents in SharePoint are metadata and the folder structure where documents are stored. CRM out-of-box (OOB) integration with SharePoint provides mechanism to upload documents from Dynamics CRM to SharePoint […]

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In a world where time is money, improving efficiency and productivity while strengthening your relationships and delivering value is considered a huge KPI in any business. If your asset management firm isn’t currently benefiting from all of the capabilities that come with integrating AI and machine learning to your business strategy, you are leaving a […]

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Upcoming in Dynamics 365: Unified Interface With the imminent October 2018 release, Dynamics 365 users find themselves facing one of the most transformational updates in years. Much like the transition between CRM 2011 and CRM 2013, when the interface transformed from tabs on the left to tabs on the top, we are now back to […]

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How to set SPO Functionality for the Account Entity - Step By Step Instructions SharePoint Connection Setup In CRM - Settings> SPO Configuration>SharePoint Connection Tab In this example the SharePoint Document Library is Accounts. The connection settings above should correspond to the SharePoint URL format of the Document Library - Accounts, as in this image […]

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You’ve invested a lot into the systems you use for your business. Each asset has been carefully selected to protect critical data, provide infrastructure, and support open technologies for remote work, all while keeping your overall business goals-- and budget-- in mind. When shopping for new ways to support these systems, many organizations have turned to a […]

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A new feature has been introduced by Microsoft for Dynamics 365 called the Dynamics 365 Relationship Assistant. This tool allows users to be kept up to date on many events happening today. It shows reminders for upcoming activities, displays emails relevant to the customer that may need a response and has many other features. It is a very […]

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Today’s business leaders recognize the importance of a comprehensive CRM (Customer Resource Management) system, not only for organization and efficiency, but for decision-making and goal-setting. There are a lot of CRM solutions on the market, but if you’re serious about implementing a Customer Relationship Management application that’s user-friendly and comprehensive, Dynamics 365 should be on […]

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