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

 
 

 

The CRM road is littered with deployments that are functional failures and that don’t meet value expectations. We see it all the time. In fact, a good part of our business is fixing deployments that have been designed, installed, and rolled out by others or internal IT teams. Organizations considering a new CRM purchase or […]

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Salespeople today are turning to social media tools to increase their conversion rates. And it's easy to see why: A Heniz Marketing survey of 600 North American B2B professionals, according to Small Business Trends, found that 84 percent of these customers begin their purchasing process with a referral. Many of these referrals very likely come […]

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In my opinion this has been a long time coming and I think Microsoft has finally introduced something that will be embraced by the majority of companies that struggle with marketing. The new Marketing app for Microsoft Dynamics 365 is ONLY available for the Business Edition. There are 6 functional areas the Dynamics 365 Marketing App: […]

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Microsoft is rolling out the July Update (version 9.0) for Dynamics 365 this week. This is exciting news that many have been waiting for. However, you may be wondering if you should be an early adopter or wait until the next update. In order to help with your decisions, here are a few things to […]

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If you are looking for a tool within Dynamics 365 to send surveys, distribute them to specific CRM records and capture responses and excellent analytics, take a look at Voice of the Customer. The Voice of the Customer solution is available for all Microsoft Dynamics CRM Online subscriptions at no additional fee. Microsoft details how […]

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SharePoint Connector to Dynamics 365 We are excited to release SP2CRM Connector, an additional product in serious of tools aiming to improve Dynamics CRM integration with SharePoint. With SP2CRM Connector, Lists in SharePoint are created and synchronized with records of CRM entities. Users can configure up to 10 attributes from any CRM entity, as well […]

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When you are researching and budgeting for the cost of a new or updated CRM system, you’ll want to be sure that you are comparing apples to apples. The cost of the software may be straightforward, but what you’ll really want to compare is the total cost of ownership. How much will the system cost, […]

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Social media management is a time-consuming endeavor when you consider creating social posts, scheduling those posts to each social network, measuring results, listening to and engaging with conversations on social, and more. It’s also more difficult and less effective to try to do all these activities through each platform where your business has a presence. […]

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Microsoft is finally preparing to roll out its latest update to Dynamics 365, and it has a lot of great features that customers have been clamoring for for years. Microsoft is holding true to their mission statement of “empowering every person and organization on this planet to achieve more.”   With so many great new […]

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The Directions North America conference caused a lot of stir since it took place from September 17 to 20 at the JW Marriott Hotel in Orlando, FL. News regarding the future of Microsoft Dynamics 365 Business Edition, which was slated for launch this fall, were received with surprise on the part of the crowd. However, […]

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