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

 
 

 

Salespeople love mobile CRM. Rarely do they care how it is actually accomplished, they just know that when they can access information quickly on their phone or tablet, everyone is happier and deals close faster. And there are certain people within your organization who will be very happy to know these technical tips from the […]

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Here is an issue we recently faced with a client who has multiple salespeople in multiple business lines, and there is always the possibility that multiple salespeople would want to claim ownership of the account. As they were integrating with their financial system, they also had a default ownership of ALL accounts to a single […]

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It’s amazing the number of times executives from successful HVAC Companies have inquired about HVAC Field Service Management software only to say that they’re too busy to make changes or it just isn’t the right time. The problem is, during the time upgrading is put off, their business is missing out on growth and revenue […]

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Microsoft has recently made available its latest update for Microsoft Dynamics 365, which comes with a host of new features and enhancements. Many improvements and functionalities have been added to existing features, while new applications have also been made available to take your business even further. While we’ve recently written about Microsoft Dynamics 365 for […]

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Football season is upon us which means that office competition is going to be over the top with pick 'em pools and fantasy teams frenzy! What if you could get that same energy and competitiveness geared towards your Dynamics 365 system? You can by taking your end-user adoption to the next level by enabling Gamification. […]

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Great new feature just added to Dynamics PDF-Docs to automate full E-Signature process with DocuSign. Document is generated in CRM using Word Template One click to PDF the document and attach it to Notes, using Dynamics PDF-Docs Complete process where to sign using DocuSign (if required) DocuSign manages the E-Signature process in background The signed […]

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“CRM is from Mars, SharePoint is from Venus” (read more) was our trigger to developing CRM add-on solution (Dynamics SPO) to improve the integration between CRM and SharePoint. With Dynamics SharePoint Organizer (SPO), documents uploaded from CRM to SharePoint are configured to save the content of fields in CRM records, together with the uploaded documents, […]

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Are you marketing to all of your Dynamics Accounts, Contacts and Leads? If you are marketing with Dynamics 365, you know it’s very easy to identify which of your records are part of an active marketing campaign. But what about the new people that are added? How about the people that never responded to an […]

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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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