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

 
 

 

If you are researching CRM (Customer Relationship Management) software solutions for your business, no doubt Microsoft Dynamics CRM is on your short list. Of course you are concerned about functionality, compatibility and ease of use, but a major concern, especially for a small to midsize or startup business has got to be the cost. Just […]

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Microsoft Dynamics CRM users should be excited about a recent acquisition. CRN Technology News detailed Microsoft's LinkedIn purchase in June 2016 for $26.2 billion. This purchase sets Microsoft Dynamics CRM up for success by supplying users with popular social media features and a rich source of business data. LinkedIn is a  global social media network specifically […]

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Microsoft allows you to create different types of charts through the Dynamics CRM interface in order to visualize your data.  Charts are a great way to see key performance indicators at a glance, both for your executives and representatives.  Dynamics CRM charts can easily be added to dashboards, directly on a Form or List views. […]

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If you have Microsoft Dynamics CRM, you are probably charged with synchronizing it with your email system. Microsoft offers three approaches, so how do you decide which is the best for your organization? To help with the decision, following is a comparison of each approach. To begin, we will explain each approach. An explanation of […]

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With easy access to all kinds of products through the internet, building loyalty with your customers takes attention to detail. The challenge A startup wine of the month business needed to keep track of subscriptions, manage products kept in multiple warehouses and build their business through smart marketing. The solution Microsoft Dynamics CRM Online, integrated […]

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Dynamics Docs provides Dynamics CRM users, who are familiar with Microsoft Word, to create documents with fields from CRM records inserted in paragraphs and tables in a Word document. Dynamics Docs template can be designed for any CRM Entity. Users can easily create templates for invoice, quote, order, opportunity or any customized entity.  Fields inserted […]

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Having all of your information in your Microsoft Dynamics CRM database is beneficial to not only the sales team but also to marketing, administration and office staff. Being able to access the information you need in a timely manner is equally as important. Not understanding how to mine data from Microsoft Dynamics CRM can lead […]

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When looking to gain a competitive advantage in the field service industry, most organizations look to bolster their team of field technicians.  While this can mean additional hiring, training, etc., those efforts can get expensive very quickly. Instead, a more accessible means of enhancing your team’s capabilities is by equipping the resources you already have […]

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Microsoft Dynamics CRM is an amazing system that makes use of an incredible combination of software and hardware – everything from Windows Server, SQL Server, IIS, the .NET Framework, DNS, ADFS, Outlook, Office and SharePoint. If you're not using CRM Online, it can sometimes require a lot of skill and expertise to keep all these […]

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There is no denying that when working with importable data in CRM, data integrity is of the highest importance. Microsoft has gone a long way to help make importable templates much more manageable and safe for end users.  They have added a number of user friendly measures, such as tool tips that tell you the […]

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