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

 
 

 

Wave 2 of the Dynamics 365 2020 Release is just about here. And there are some pretty exciting innovations that will improve the way businesses do business. The release includes substantial enhancements and hundreds of new features across Dynamics 365 applications including Marketing, Sales, Customer Service, among others. While the entire 2020 release plan is […]

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On a Microsoft Dynamics 365 implementation proposal, the cost of building custom reports can be substantial. As we mentioned in our previous post, there are ways that you can dive in and learn to do some of this reporting on your own. However, there are times when it is just better to leave it to […]

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Wealth Management firms need to manage many different types of information as it relates to their client relationship. This can include family relationships, legal instruments, fees, client interactions and holdings. Information that is not organized in a single system makes the management of this information an administrative burden and introduces inefficiencies across the firm. Silos […]

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If you are investigating CRM (Customer Relationship Management) solutions, you’ve probably zeroed in on Microsoft Dynamics 365/CRM.  A lot of questions about features and usability will be answered by reading posts by our expert members on the CRM Software Blog. You can gain a wealth of information. But one question you will rarely see answered […]

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If you’re new to your marketing automation platform integration with your CRM system, this post is designed to give you guidance on best practices—and worst practices—for marketing automation. Let’s start with the good:   Your Email Must Add Value People tend to subscribe to emails for one of three reasons: To receive discounts, special offers, […]

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Join us for Utah’s BIGGEST technology event and learn what’s next for businesses facing the challenges of COVID-19.     Today’s businesses are faced with overwhelming challenges and uncharted waters as the effects from COVID-19 continue. Even with some businesses reopening and returning to work, companies must continue to plan for a sudden recurrence in […]

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Microsoft Dynamics Partner Selecting your Microsoft Dynamics Partner is a significant decision that will greatly impact the success or failure of your project. The definition of "partner" is "one associated with another with common goals". This is very important to remember in your Microsoft Dynamics Partner selection. The typical Dynamics 365 partner engagement model is […]

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When your sales team and your marketing team operate independently, managing leads and customers will be slower and cost more. CRM systems are no longer just for retail or business verticals, banks have the same need to manage customers. Implementing a CRM system for the banking industry is critical to serving your customers at every point […]

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How do we determine authenticity? From “fake news,” to Nigerian Princes who want to share millions with us, to tv doctors promoting the latest cure-all, how can we know who to trust? Sometimes, it is obvious (chances are nobody is trying to give you a million dollars.) But what about other everyday decisions we need […]

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Most of you would be well acquainted with our popular integration app – InoLink – which is also a Preferred App on Microsoft AppSource. To know what made InoLink so popular, let’s delve deep and see why our Dynamics 365 CRM friends prefer it over others. So, why InoLink? InoLink, a cloud-based productivity app for […]

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