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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

 

Dynamics SP2CRM Connector Accessing relevant data related to documents stored in SharePoint Documents Library, saves valuable time and increases users efficiency between CRM and SharePoint teams. When documents are stored in SharePoint with metadata columns, a look up column can link between the document and a record in a SharePoint list. Using SP2CRM Connector, SharePoint […]

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One of the many advantages of a CRM solution such as Microsoft Dynamics 365 is that it provides a highly flexible and customizable platform from which all your activities can be completed. As such, it can be personalized to meet all your specific needs and adapt to the unique reality of your organization to facilitate […]

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Put away the calculator and let taxes calculate themselves!   Sure, you can enter taxes in Microsoft Dynamics 365 for Sales (formerly CRM), but wouldn't it be nice if you didn't have to calculate them too? With the Rockton Software Tax Processing app, the taxes are calculated for you. This means your taxes will be […]

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If you are investigating CRM Software solutions, high on your wish list is probably Microsoft Dynamics 365 (formerly Dynamics CRM). Here at the CRM Software Blog, our expert contributors present articles dealing with all aspects of Dynamics 365, so you can evaluate whether it is a good fit for your business. Of course, you can […]

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Which are better? Which should I use for my organization? There is no definitive answer to either of these questions as the answer is based on each unique organization. To answer this question for you, I would have to ask you some questions as well. How many system views do you currently have setup for […]

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There's a lot of new and exciting functionality coming to the next version of Dynamics 365. One of my favorites is Microsoft's commitment to incorporate Flow directly into Dynamics 365. This gives you the ability to create integrations from within Dynamics 365 without ever having to leave the user interface!   What is Microsoft Flow? Microsoft […]

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More and more Dynamics CRM users are replacing the hard to design CRM Fetch XML Reports with Word based reports, merged with fields from CRM records. Whether you are using Dynamics PDF-Docs or Dynamics Docs, both products PDF the documents generated from Word Templates, and attach them to Emails either from the user interface or […]

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Microsoft offers the ability to create a free Sandbox with your subscription of Dynamics 365 online.  The setup of Sandbox requires only a few clicks and offers both your developers and super users a chance to test new functionality BEFORE it hits your production instance.  Once your Sandbox is setup, it will automatically be placed […]

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If you’re looking for clarity on the Dynamics 365 direction, and the new relationship Microsoft is building with partners and others in the ecosystem, you’ll be smart to check out eXtreme365 Long Beach Nov. 6-9. Coinciding with Microsoft’s move the Dynamics 365, eXtremeCRM became eXtreme365 at the end of 2017. This has meant new focus, […]

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The CRM road is littered with deployments that are functional failures and that don’t meet value expectations. We see it all the time. In fact, a good part of our business is fixing deployments that have been designed, installed, and rolled out by others or internal IT teams. Organizations considering a new CRM purchase or […]

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