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Microsoft Dynamics 365 for Marketing vs ClickDimensions

by StravaTechGroup - Microsoft Dynamics 365 for Marketing vs ClickDimensions, an initial comparison. Microsoft has released their Microsoft Dynamics 365 for Marketing module, this article is an initial review of the module and high-level comparison to ClickDimensions (the other mainstream marketing automation option for Dynamics 365). Availability - There are a few different subscription options for the Marketing module. …

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PCF Controls in Dynamics 365 CRM for quick and easy visualization of data on map!

by Inogic - Visualizing Dynamics 365 data on map is one of the core elements for easy implementation of a business process in any organization. By viewing where the prospects come from, and which regions need to be focused on for improving businesses, the sales can be seamlessly improved. To improve the overall performance of Dynamics 365 CRM, …

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Better CRM with Your Microsoft SharePoint Intranet

by JourneyTEAM - Having a better intranet is no longer an option, it's a necessity. Clear communication, secure content storage, and advanced knowledge management are only a few of the critical elements to your intranet. There is a big advantage that is important for you: Microsoft’s Sharepoint Intranet can improve your organization and your CRM system.      …

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5 Reasons Why You Should Choose a Microsoft Gold Certified Partner

by HSO - 5 Reasons to Choose a Microsoft Gold Partner Whether you’re shopping for a consumer product on your own time or evaluating a potential IT partner for your organization, you depend on reviews, professional assessments, and certifications to help you make the right choice. In the tech world, it’s common to see an array of “certifications” …

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Dynamics 365 Customizing vs Configuring: Best Practices and Tools for Success

by Synoptek - In CRM, customizing usually refers to CRM extensions, which may require custom coding or development utilizing the CRM Software Development Kit (SDK). On the other hand, configuring refers to the ability to adopt Out of The Box functionalities to achieve business goals. While customization can be explained using configuration and development; configuration encompasses the use …

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Word Document Templates that use FetchXML for Complex Data Retrieval

by Rockton Software - Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But …

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4 Steps to Reducing Risk When Implementing CRM

by HSO - You may be wondering if it is possible to replace your CRM software solution without endangering ongoing operations. The short answer is ‘Yes’ and we can back that up from personal experience. If your organization relies on your CRM system as its operational platform, you know how valuable it is to you during each and …

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Creating PDF Quotes in Dynamics 365

by ACE Microtechnology - Dynamics 365 has had a lot of great functionality added within the last few months. So, Microsoft has a whole site dedicated to documentation. I would recommend that you review this site to assist you with Dynamics 365. The reason for mentioning this site is that buried in there is a great little nugget of …

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Optimize Your Sales Funnel with Dynamics 365 and Real-Time Dashboards

by OTT, Inc. - How do you judge the success of your sales pipeline? You look at the results. If you are becoming adept at identifying prospective clients and consistently translating your contacts with them into sales, you must be doing something right. An integrated, full-service sales and marketing solution such as Microsoft Dynamics 365 for Customer Engagement has …

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Best Practices for Business Rules in Microsoft Dynamics 365

by Beringer Technology Group - What is a Business Rule? Simply put, a Business Rule is a code-free way to apply rules to a form in Dynamics. You can use a Business Rule to set field values, clear field values, set field requirement levels, show or hide fields, enable or disable fields, validate data and show error messages, or create …

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