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

 
 

 

Dynamics 365 Portals Dynamics 365 Portals offer a great way to enhance customer experience by extending some CRM configurations directly to the customer.  There comes a time when you may want your portal to perform some action that is beyond the out-of-the-box functionality.  Extending portal functionality often requires custom Java Script and or Liquid code.  […]

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When considering whether and how to use CRM, a tailored Dynamics 365 demo with specialist CRM consultants can save you hours. Demos can be helpful if you are assessing whether to adopt Dynamics 365, or if you are already using the technology but wish to adapt additional applications now or in the future. A demo […]

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You open your email and find an alert from Dynamics 365: you’ve reached 80% of storage limit. In most cases, this is not because you have too many records but because you have a habit of storing files and attachments in your CRM.    What would a person do in this case? Buy more storage or […]

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Marketing Lists built from sales data in your Microsoft Dynamics 365 environment can be invaluable marketing tools if assembled and utilized properly. These lists are especially effective when integrated into your marketing automation platform. Doing so allows you to efficiently target the most appropriate audience for any given campaign. What’s more, once you’ve linked your […]

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There's more than one way to create a sales quote in Dynamics: Good: You can make one with Word or Excel. Better: You can use some built-in tools to create a PDF quote (but it's still basically built on Word templates). Best: You can add configure, price, quote (CPQ) software to Dynamics.   Why is […]

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Microsoft is requiring all Dynamics 365 Online users to migrate to the Unified Interface in 2020. By 2020 Microsoft Requiring Dynamics 365 Users to Migrate to the Unified Interface. The Unified Interface is a far superior user interface that is modern, unified across all devices (desktop, mobile & tablet) and makes the system easier to […]

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There are 5 strategies banks can use to overcome challenges with the help of Microsoft Dynamics 365. Strategy 1: Personalize the customer experience To establish profitable long-term relationships, banks must fully engage customers more quickly and nurture the relationships over the long-term. Strengthening the customer experience starts with all departments – from branches and sales […]

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In April of 2019, Ariel Katz, General Manager, Dynamics 365 for Sales and Sales Insights, recommended that Microsoft Dynamics 365 for Sales administrators explore partner apps to discover Configure-Price-Quote solutions that will “delight customers with fast turnaround times to consistently and accurately configure prices and quotes.” He goes on to say, “Configure-Price-Quote solutions are key […]

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Dynamics 365 CRM as we know it is a business application system that adapts itself to the changing needs. In our previous post, you were given a brief introduction of InoLink which now is a Microsoft Preferred Solution on AppSource integrating Dynamics 365 CRM and Intuit QuickBooks. In this post we will focus on What, […]

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The need to integrate software goes back… way back! But now there is such a multitude of software, platforms, and options that it almost drives you crazy.   You might get to a point in which you have a mix of cloud and on-premises, a mix of state-of-the-art software with very old legacy software… and how […]

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