Posts With Highest Quality Rating

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Why Look at Qualitative Data on Sales Force Performance in CRM

by Darya Yafimava, ScienceSoft - You can tap into a great number of stand-alone solutions that help to manage and assess sales force performance (144 million Google search results!), but there is one thing that can make them irrelevant. That is, if you opt for customizing the CRM system you already have by adding the functionality in question or leveraging it from out-of-the-box features of your platform. Why do this?
Overview of Case Management in Microsoft Dynamics 365 for Customer Service

by Ryan Plourde, Crowe - Microsoft Dynamics 365 for Customer Service is a powerful system to unify the way people experience your business. It makes information available across engagements so your agents can offer the consistency and personalization your customers expect (and require). One area that we feel is especially powerful for our clients is Case Management. Would your company …

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Territory Management within Dynamics 365 CRM on Maps – How does it make life easier!

by Inogic - Dynamics 365 records have an intrinsic field i.e. address which can be used by the users to plot their geographical locations on map. By visualizing the geographical locations on map, managers can plan territories out of them and further assign them to the Sales and Service reps for an effective client management. Maplytics your favorite …

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Introducing the First Solution from Project Cortex: SharePoint Syntex

by JourneyTEAM - Think about how many documents are stored in your CRM system. There’s at least thousands, if not millions, of forms, papers, policies, and reports stored in there. And chances are, you rely on that content to get work done, so it has to be organized.  Before software, we relied on the good old-fashioned filing cabinet …

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Why is Microsoft Dynamics CRM software important for the sports industry?

by AhaApps - A sports fan arguably is the ideal client, frequently promoting and communicating about their favorite brand (the team). But using that passion and learning how to manage, communicate and embrace them in a way that can satisfy the team and the fan is easier said than done. Many sports teams rely on CRM software to …

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Create an SSRS report for Dynamics 365 – Part 1

by AhaApps - Part 1 – Establishing Connection I recently came across a requirement where I had to create an SSRS report for Dynamics 365 for a client. This doesn’t sound that easy. Even being in the Dynamics CRM field for quite some time, I had faced several issues while creating the report, so I decided to document the process …

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Disaster Recovery and Continuity Planning with Microsoft Azure

by JourneyTEAM - Do you run a small business? Are you the head of a large company? Is your organization headquartered in a metropolitan center, or in a rural area? No matter what your circumstances may be, all businesses in the U.S. share one thing in common: the importance of Information Technology (IT) in their day to day …

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Successful CPQ Integration with Microsoft Dynamics CRM: 5 Key Factors

by DealHub.io - In April of 2019, Ariel Katz, General Manager, Dynamics 365 for Sales and Sales Insights, recommended that Microsoft Dynamics 365 for Sales administrators explore partner apps to discover Configure-Price-Quote solutions that will “delight customers with fast turnaround times to consistently and accurately configure prices and quotes.” He goes on to say, “Configure-Price-Quote solutions are key …

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Microsoft Dynamics CRM: Sales Leads vs. Opportunities

by xRM³, Inc. - A Microsoft Dynamics CRM user from the other side of the globe hit me up on the xRM³ contact us page recently. Here is what they wrote, “I am a sales manager in an IT based company. We use Microsoft Dynamics CRM 2015 and I have a question. Exactly when do we qualify a lead to …

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Microsoft Dynamics 365 ♥ Azure App Services

by Beringer Technology Group - Microsoft Dynamics 365 ♥ Azure App Services Peanut Butter & Jelly ..... Cookies & Milk ..... Han Solo & Chewbacca There's been some great pairings that have stood the test of time.  Individually they each have their unique strengths, but combining them makes an unstoppable duo!  I've been working in the Microsoft space for my entire career, …

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