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

 
 

 

I've been using calculated fields more and more while working with clients lately. They seem to be an answer to many scenarios that previously required jscript or plugins. While plugins were reliable solutions to calculate forms, they required hours of development versus a couple of minutes to create a calculated field. Here are a few notes […]

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One of an entrepreneurs' number one business goals is to increase revenue. However, to do so, these business owners need to also increase employee engagement so workers are more efficient and productive. Employees struggle to be productive when they're not engaged in their workplace. There are many ways to increase employee engagement, but here's one […]

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When you start your day and you open Dynamics 365 CRM what is the first thing that you want to see? Is it a list of your open leads? the Phone calls that you need to make? Or how about a dashboard showing what opportunities were closed by your sales team in the past 24 […]

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What is the most effective way to get trained on Microsoft Dynamics CRM without breaking the budget? Microsoft Dynamics CRM (now Microsoft Dynamics 365) users are presented with many options when it comes to training. Based on a few decades of experience in this area, here are my recommendation on how to get the best […]

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Have you ever started or are you considering a CRM implementation and thought, where do I start and what do I need?  Because a CRM or Dynamics 365 system engages so many of your teams, it is important to ring fence your project and fully understand what you want the system to do, in terms […]

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Manage Documents across CRM and SharePoint platforms Most organizations want to present a corporate image when they communicate externally, so that all their communications are instantly recognized. The most common documents are quotes, orders, invoices, and service contracts. These documents are designed with Microsoft Word, and Emailed as PDF attachment to the clients. How to […]

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I have been helping businesses implement Customer Relationship Management (CRM) solutions for almost 20 years. I began in the days where "Sales Force Automation (SFA)" was the buzz-term and market leaders were GoldMine & Act. While a lot has changed in the CRM space over the years history repeats itself and that is happenning in […]

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Visualize your Dynamics Data How many years of data have you collected in your Microsoft Dynamics 365 system? If you include data imported from legacy CRM systems, it’s not uncommon to hear responses ranging from 10 to 20 years of data.   Is that data JUST lying around and eating up storage space?  Do you feel […]

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Did you know that Accounting firms were among the first businesses to use computers?  Well, that certainly makes sense because what computers do best is crunch numbers!  Although accounting firms can greatly benefit from using Microsoft Dynamics 365 CRM (Customer Relationship Management), unfortunately, many do not utilize this great solution.  Many accounting firms that have […]

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If you are using Microsoft CRM/Dynamics 365 you have probably scratched your head wondering why Accounts allow you to have multiple contacts associated but Leads only allow you to have a single contact. This has been the design of Microsoft CRM from the beginning and it never made sense to me. I have worked with […]

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