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

 
 

 

Just like a good marriage, user adoption for your new CRM system takes work. It doesn’t happen overnight, but it can be done. And the results are worth the effort. Whether you’re starting a new CRM initiative or salvaging an existing one, you must start with the mindset that implementing a new CRM system is […]

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The implementation of a new CRM solution such as Microsoft Dynamics 365 may represent a substantial investment for any organization, not just financially, but in time. However, your users need to be using the new system to leverage all its benefits and features for your organization to see any return on its investment. To ensure […]

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CRM Word Templates are documents created once, with attributes / fields from CRM entities and related entities, to generate Word documents and reports using the CRM function “Word Template” in the user interface of a record. If you have never created Dynamics CRM Word templates before, you can download these free word templates for Invoice, […]

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Out With the Old, In With the New As we begin the new year, it’s time to review your previous marketing strategies and strategize for the upcoming year.  Here is a list of 6 proven marketing tips that will boost your business. We hope you find our marketing tips useful. 1 - Sell Benefits, Not […]

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If you missed the webinar you can watch the recording: FREE Training - Microsoft Insights for Dynamics 365 powered by InsideView Technologies, Inc.   Jan 18, 2018 1:00 PM Eastern Time  Microsoft Insights powered by InsideView is included in most Microsoft CRM/Dynamics 365 subscriptions and is one of the most powerful tools in the system.  Join […]

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In previous versions of Dynamics 365 / CRM it could prove frustrating when longer field labels, or field values, didn't fit on a record form. For field values, there was always a solution to use a 'Multiple Lines of Text' data field type to wrap text across several lines but the field label would not flow into […]

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There are many out-of-the-box System Views and Dashboards that come with Dynamics 365. Many times, there are Views or Dashboards that go unused and are in a hindrance rather than a help. Other times, you may want to create your own custom System Views or Dashboards to replace the out-of-the-box ones. So, let's explore how […]

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Microsoft has confirmed it will shortly commence the scheduling process for upgrading instances of Dynamics 365 to Version 9.0. v9 was rolled out in the closing months of 2017 for new instances of Dynamics 365 and Microsoft is now preparing its customer driven update that will invite system admins to run their V9 upgrade from February 2018. During January, administrators should […]

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New Year’s resolutions are the perfect opportunity for all those who have failed to start making the changes that they said they would make. Regardless of what resolution you commit to, the goal is to improve life in the coming year. Resolutions can come in many forms. Some people make a promise to exercise more, […]

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The Dynamics 365 for Phones app is fantastic for an on-the-go sales team. Salespeople love the ability to bring up their CRM database via their mobile device anytime it's needed. Some common scenarios we see include: A sales rep is cold calling an Account and needs to look up the name of the contact they […]

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