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

 
 

 

Lead scoring models provide marketers and salespeople with a way to see how close a lead is to becoming an opportunity or even a sale. Typically lead scoring models calculate a score for each lead based on demographic details such as location or job title, and/or behaviors like opening a marketing email or visiting a […]

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The real value of your CRM system is the data you have collected. You can only realize that value if you can get to the data you need, quickly and easily, with the right reporting. There are four main ways to report on data in Microsoft Dynamics 365 CE. Each option has its own advantages […]

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I get admittedly jazzed about Power Apps – Microsoft’s suite of apps, services, connectors and data platform. It is truly impressive technology that provides a rapid application development environment. This allows organizations  to quickly customize how they receive, process and leverage massive amounts of data at an enterprise level. Now consider 2020 and the need […]

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AKA Enterprise Solutions was acquired in August 2020 by HSO, a global Microsoft cloud business applications partner. AKA has a strong state and local government (SLG) practice, and because of that, this acquisition means that HSO is now one of the largest Microsoft Dynamics 365 Partners focused on SLG in the U.S. AKA has a […]

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In all of its communications, Microsoft hammers home the message about how Dynamics enables a 360-degree view of your customers — and it’s true.   With D365 Sales, D365 Customer Insights, D365 Marketing, and D365 Finance — as well as connectors to platforms like LinkedIn and extensions to automate customer touchpoints ranging from social posts […]

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The world of business is dynamic in nature. Everything keeps on changing. In this fast-paced world, where decisions need to be made quickly, it becomes necessary to minimize the time spent on reading reports or sitting in meetings for status updates. The human brain captures visual information faster than text. Visualization makes it quicker and […]

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For any business, small or large, success depends entirely on sales figures. And no matter how great the product is or how much was spent on marketing, the primary goal for any organization is to increase revenue. Microsoft Dynamics CRM is designed to support the sales process from beginning to end – right from acquiring […]

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In August, JourneyTEAM hosted the Q3 Tech Insider Update webinar that introduced the latest Microsoft releases, updates, and changes, including those to Microsoft Cloud and Office 365. Learn about the updates to CRM, Exchange Online, Azure Active Directory, and Intune – now Microsoft Unified Endpoint Management.     Exchange Online Modern Authentication Mailbox Import/Export Outlook […]

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Power BI with Microsoft Dynamics 365 Customer Engagement can empower organizations by turning data into knowledge with easy to implement visualizations. RSM has provided implementations for Microsoft Dynamics for over 30 years with over 2,000 clients across the country. In this recorded webinar Brian Connelly and Faisal Muhammed take a deep dive into Power BI […]

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Companies evaluating Microsoft Dynamics 365 Sales will often ask us, “Can Microsoft Dynamics 365 users build their own reports?” The answer comes down to a couple of factors: What kind of reports do you need? What kind of relevant experience does your team have? By building their own reports, a business could potentially save thousands […]

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