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

 
 

 

Microsoft has published the release notes for the October 2018 update to Dynamics 365. There are 90+ new capabilities being added to the platform, lot's to look forward to. In this post we highlight the new functionality being released to the Marketing, Sales and Service areas of Dynamics 365. To review the full release notes, […]

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  In this video by our Dynamics 365 CRM support team, we'll look at how to enable business process flows in Microsoft Dynamics 365 for Sales.   Business process flows are useful for standardizing how your team tackles particular tasks. Basically, they serve as guides for how to get things done.   For example, you […]

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Why should CRM pricing be a mystery? Unfortunately, for whatever reason, it’s really hard to find CRM (Customer Relationship Management) pricing on the Internet. Providers usually want to get a salesperson into your office for a consultation before they give you an idea or the cost of their product. But that doesn’t make sense. Why […]

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The concept of assigning a Score to an individual Contact, Lead, or Account in CRM is not new, but it is seldom used to its full potential.   Scoring is designed to give an indication of the engagement level of the members of your target audience. That can include prospects or current clients. Once you […]

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Office 365 is one of the most popular applications to make any business go paperless. Companies that use Microsoft O365 suite don’t have to worry about, documents or files getting misplaced. Here are three ways that any business can leverage Microsoft O365. Flexibility and Scalability Microsoft O365 is both flexible and scalable for any business. […]

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If it’s time to replace or upgrade your CRM or other business software, you already know the importance of choosing the right solution.  No doubt your search has led you to industry leader Microsoft Dynamics 365. But there is another equally important decision to be made, and that is your choice of implementation partner. Why […]

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  In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities.   Connections add valuable layers of relationship information to your records. For example, you can connect a contact to multiple accounts, which is highly valuable […]

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Microsoft is revising its Dynamics 365 update policy resulting in some important changes for existing customers. In a recent blog post it announced: Two major D365 cloud releases each year will deliver new functions and capabilities Updates will be available from April and October each year Release notes will be published on July 23 for the October 2018 […]

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The days of distributors selling product out a stockpile in their garage are over. The direct sales and network marketing industry has transformed from that information-poor selling environment to one that is rich in information about the buying and selling behavior of both distributors and customers.   Is your organization effectively using all of this data […]

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Part 3 of a 3-Part Series: How Asset Management Firms are Redefining Sales and Services Using CRM and More Most technology solutions can't meet what asset management firms need to be more profitable, productive, and successful. If you're using a “horizontal” CRM solution like Salesforce or a point solution like SalesPage, you are probably missing […]

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