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

 
 

 

Email marketing is no longer a one-size-fits-all initiative. Consumers now expect customized communications from the organizations they do business with. And when businesses meet those expectations, they reap the benefits. Research from Experian reveals that emails with personalized subject lines are 26 percent more likely to be opened. And according to Aberdeen Group, personalized emails […]

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Have you had your recent dose of potassium yet? If you haven't seen the new look and feel of Dynamics 365 version 9.0, code named Potassium, let me give you a few highlights:   New User Interface with laffess white space, uniform spacing, field controls styling, better font standardization, and theming capabilities. Virtual entities that can […]

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In 2017, Preact hosted a dozen webinars that covered a series of CRM and Microsoft Dynamics 365 themes. We are extremely grateful to everyone who took time to join any of these live sessions. One of our highlights for the year has been to see the continuing rise in attendance and feedback we've received from these sessions. We're looking forward […]

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What is the biggest obstacle when it comes to system enhancements?   Some say cost, others may say time. What about the commitment? Then there’s the whole fear of change in general. As end users ourselves, we understand these valid concerns. That’s why we’ve addressed all of these challenges when launching our latest product developments […]

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Over the past couple of years, Dynamics 365 has become a much broader application. As such, Microsoft introduced various apps to help organizations focus on the areas they need to utilize for their business. Examples of these include the Dynamics 365 for Sales app and the Dynamics 365 for Service app.However, many organizations need a […]

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You have a well-designed CRM Word-Templates for Invoices, Price Quotations or Contracts, and you now wish to Email the generated document from the Word-Template, as PDF file attached to an Email to a client. If you don’t have Dynamics PDF-Docs, this is a process that can take you considerable time, especially if you are generating […]

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Trying to decide whether to implement Microsoft Dynamics CRM or SalesForce may seem like a tricky decision at first. We are here to guide you through your decision-making process and present some advice our clients have found helpful in the past. Logan Consulting is a proud supporter of Dynamics CRM, also known as Dynamics 365, […]

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Normally we hear about all the great new features being added to Microsoft Dynamics 365. But you also need to be aware of the features and capabilities that are being deprecated Technically "to deprecate" means "to express disapproval of (something)". In the software world, it means something that is “usable but regarded as obsolete and best […]

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With Dynamics SharePoint Organizer (SPO) each CRM entity is configured how the entity integrates with the corresponding SharePoint Document Library. Naturally, each CRM entity has different type of documents and different tags (metadata) that describes the type and content of the document, what the document is about, and how it relates to other documents and […]

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Sharing "My Views" with Teams In Part One, I talked about the differences between System Views and My Views. I also mentioned that whenever possible to filter by dynamic values (current user, manager, territory, last month, next year, etc.).   What if you work for a company that has several different divisions and your user […]

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