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

 
 

 

The growing trend toward Cloud-based CRM (Customer Relationship Management) systems is not without merit. Cloud computing can offer features and processes unavailable in on-premises solutions. Cloud CRM can help you make the best use of your data. It allows you access to the newest technologies. It integrates seamlessly with familiar and indispensable processes that your […]

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One of the main benefits of Microsoft Dynamics 365 is that the information stored in your ERP (Enterprise Resource Planning) / CRM (Customer Resource Management) solution will be accessible wherever and whenever your teams are conducting business. That has proved valuable in this time of quarantine and remote working. Even with the disruptions caused by […]

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Through the COVID crisis, growth in the SaaS sector continued to hold steady. Indeed, the pandemic shines a spotlight on the need for digital transformation in sales, revenue operations, and finance. Spend on SaaS solutions continues to grow to meet the increasing demand for technology to enable remote sales and finance teams.  As Satya Nadella […]

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The world of sales and customer relationship management has been changing rapidly, just like everything else around. Here are the CRM trends to get prepare for this and next year. Photo by Clay Banks on Unsplash Mobile CRM functionality Lucky are those who can forget about work once they cross the office door. But the […]

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If you’re already using the dashboards provided by Microsoft Dynamics 365 Sales, you may not see the need to use Microsoft Power BI as well. However, it can be an important tool to help professional services firms obtain better visibility on all the information they need, even data outside the CRM.   Dynamics 365 Sales […]

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During times of uncertainty, innovation is crucial to survival. More and more organizations are looking to Microsoft Partners to help them pivot quickly by combining the power of Microsoft Dynamics ERP and CRM with their years of experience. Dynamics Partners are building pathways through uncharted territory by bringing innovative approaches to problems no one expected, […]

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Dynamics 365 data is stored in form of records. These can be exported offline in form of Reports, Word or Excel templates. In order to export the reports, word and excel templates there is a complex procedure in Dynamics 365. To ensure an ease in exporting these templates we have introduced a productivity app Click2Export. […]

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Do you work with Dynamics 365 and use SharePoint to store your documents? You can use the standard out-of-the-box integration between Dynamics 365 and SharePoint offered by Microsoft, but the security models of D365 and SharePoint differ significantly.   Unfortunately, this can result in documents in SharePoint being accessible to users who don’t have the […]

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This Global Non-Profit and Their Remote Workforce Survived the COVID-19 Pandemic with the Azure Cloud for CRM   Any organization with a remote workforce requires continuity in communication and consistency in delivery of materials and resources needed to operate and sustain productivity. With the sudden outbreak of COVID-19, a global non-governmental organization (NGO) found themselves paralyzed. […]

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As Simon Sinek says – “Start with Why”? Volumes play an important role in a subscription business. This revenue is billed more frequently, in fact monthly- for 1 customer you are generating 12 invoices a year! The invoices are typically smaller in size than one-off sales. If you are reselling products (which is true for […]

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