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

 
 

 

by Tom Berger, Vice President, Financial Services Regardless of your area of financial services, your business software needs to accommodate and support what you do and how you do it. To that end, it seems like a point solution would make sense. Or would it? While a point solution might work as though it was […]

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A few years back I wrote about beginning to work with the CRM Package Deployer out of the CRM SDK tools folder. Check out the article here.  Back then, we were liking the flexibility of being able to deploy multiple solutions with sample data and not needing to write our own installer.  We have continued […]

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Are you exploring CRM solutions? Are you wondering if there’s a hassle-free way to find out what they might cost? For many businesses, small and mid-sized as well as larger organizations, a full-function CRM solution is a must. But early on in your selection process, you’re going to want to know what the various solutions […]

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Digital transformation refers to the introduction of technology into your business processes to help your team work smarter, not harder. We’ve seen companies evolve into paperless offices with better organization of documents, centralized security and the automation of certain processes to reduce costs and improve productivity. We’ve also see how better communication technology, for instance […]

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It’s not hard to see why your CRM data, made up of customers, prospects and influencers is your most important marketing asset. After all, how can a marketer be successful without the right data? And how can a marketer discover or fine tune a message without insight into behaviors and their service needs? But, keeping […]

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You’ve worked hard to attract customers to your business, but in order to maintain their loyalty and keep them coming back again and again, you need to do more than just know who they are. Digital transformation, the art of combining the latest technology with proven business practices, can help you truly engage with your […]

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CRM metadata saved in SharePoint columns The alternative & better CRM and SharePoint integration In previous post we promoted the idea of “CRM is from Mars, SharePoint is from Venus”(Read More...), which concludes that OOB CRM integration with SharePoint creates too many folders and sub-folders, while best practice is using metadata from CRM records and […]

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By Byron C. Law, Crowe Horwath Creating and resolving “cases” in Dynamics CRM is very important for customer service and support teams. So if you get an error code when you are trying to create or resolve cases, it can slow down productivity. A client presented an issue where they were unable to create or […]

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With all the buzz and information swirling around the upcoming release of the Version 9.0 update for Dynamics 365, you will usually see a lot of excitement regarding new features and functions. However, simple things are often overlooked. But, the simple things can have a significant impact. Change is Tough Change is difficult enough for […]

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Marketing automation and email marketing go hand in hand. In fact, they are used in the same sentence so often that they are sometimes thought of as one and the same. But despite seeming so synonymous, the two are actually quite different. While email marketing is an important component of a marketing automation solution, these powerful platforms […]

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