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

 
 

 

Portal configuration can be a big undertaking, with many different Dynamics records that make up just one portal web page.  What are Web Templates? Entity Forms? Entity Form Metadata? All of these record types and more are needed to build a Portal Web Page, and together they act as the structure to your portal. Read […]

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CRM (Customer Relationship Management) software is a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data. With Microsoft Dynamics 365, you get a flexible solution that's customizable to […]

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Many sysadmins choose to store CRM documents in SharePoint because managing documents is more intuitive in SharePoint. SharePoint also has very convenient extra functionalities for the end-users such as checking documents out and version history.   Another reason to go for this combination is that data storage is cheaper on the SharePoint side. If the standard SharePoint […]

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Maps integration with Dynamics 365 CRM enables geocoding of CRM data thereby locating their latitude and longitude and their exact location. These properties can be leveraged by organizations to empower their Sales and Service representatives and bring a holistic improvement in their market presence. Various features that Maps integration helps with are: Geocoding   To […]

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As you may have heard, Microsoft recently announced upcoming changes to Dynamics 365 called 2019 Release Wave 2. There are a lot of new features and updates to the user experience included in this release. You can read an overview of some of the planned updates on our blog. You can also find additional information on […]

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If you're a Dynamics partner or reseller and you're not offering configure, price, quote (CPQ) software as an extension of Dynamics CRM, you may be a missing out on a huge revenue opportunity. As importantly, you may not be fully equipping your CRM customers for success. "What's CPQ anyway?" CPQ is a sales proposal automation […]

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JOVACO Solutions loves Microsoft Power BI, and one of its main benefits is that it can be integrated to Microsoft Dynamics 365 Customer Engagement to leverage the wealth of data stored in your CRM solution. While a full system integration may not be the answer or a possibility in the short term, Power BI lets […]

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Visit the CRM Software Blog and ERP Software Blog sites to find a list of experienced Microsoft Dynamics partners who can help you do a full evaluation of Dynamics 365. These companies focus on educating companies like yours in the ERP/CRM selection process. Some Dynamics partners work with the full Dynamics 365 system, including both […]

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Improve Efficiency with XRMToolBox As a Microsoft Dynamics CRM professional I sometimes receive configuration requirements that, despite how powerful the system is out of the box, can be repetitive, time-consuming, frustrating, and downright impossible. Fortunately, I have a secret weapon: XRMToolBox. XRMToolBox is a completely free set of plugins that improves productivity and efficiency when […]

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A part of work carried out by Dynamics 365 CRM users in an organization consists of duplication of records. Creating duplicate records of existing records saves time and effort on the part of Dynamics 365 CRM users. To achieve such a feat, Microsoft has its own share of ISV solutions that enhances the productivity of […]

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