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

 
 

 

With cloud-based technologies and AI, we hear a lot about all the different things a CRM solution can do. However, if you’re thinking about implementing a CRM solution such as Microsoft Dynamics 365 Customer Engagement, it’s important to start out with the functionalities that will bring the most value to your business.   Start out […]

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Back in the day, I was a late addition to a $40 million ERP implementation project team. To me, this was pretty exciting stuff, as it was my first EPR implementation and they were mere weeks away from go-live at their first of many manufacturing plants across the country. The team had spotted a gap in […]

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How much time a day do we waste navigating between the apps? Researches say, 69% of workers waste up to 60 min/day switching between various programs and applications. One hour of a working day! It is because large companies have around 163 apps on average per one employee. Again, pretty overwhelming. Integration and synchronization between company […]

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CRM pricing shouldn’t be a mystery. There is plenty of information online about the features of various CRM (Customer Relationship Management) software solutions. But, for whatever reason, it’s really hard to find CRM pricing on the Internet. Usually, and understandably, CRM resellers want to get a salesperson into your office for a demonstration and consultation […]

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There are 5 strategies banks can use to overcome challenges with the help of Microsoft Dynamics 365. Strategy 3: Optimize the opportunity management process with a more relevant approach Every bank and credit union has customer acquisition as a top priority. Meet customers and prospects where they are – and set goals for sales, service, […]

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Why this post? This post is a segment of something I covered during my User Group Summit 2019 session. This session was called "Triple Threat - Microsoft Flow, Dynamics 365, and You". During this session I covered various ways you can utilize Microsoft Flow with Dynamics 365. If you attended the User Group Summit 2019 […]

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There’s an old saying: Knowledge is power. And for marketers, knowing as much as possible about our customers empowers us to create messaging that truly resonates. If you can develop an understanding of each of your clients or leads as individuals, you can deliver a more personalized message that will end up paying big dividends […]

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We all know companies that have a legacy system for a long, long time… longer than we think they should. How can we, as consultants or partners, help them move on? The first question that pops to mind is: "Why don't they just get rid of that old software?". You can see the legacy software […]

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Archiving Your Dynamics 365 Data One common question asked during a CRM implementation is "what are best practices around data archival for historical data?" My immediate response is "You get the MOST value from your CRM data when it lives in Microsoft Dynamics." Historical data tells a story about your customers, so archiving too much data […]

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Dynamics 365 CRM and SharePoint together make a great combination that provides flexibility and ease in document management. Many organizations across the world prefer to use both as a combo pack. And this combo pack can be made more formidable with our NEW upcoming productivity app – SharePoint Security Sync. So, what is SharePoint Security […]

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