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Meet Microsoft’s New CRM REST Builder Tool to Simplify Processes

by JourneyTEAM - JourneyTEAM developers discuss how the Dataverse REST Builder Tool allows users to interact directly with the Dynamics Web API.   Created by Jason Lattimer and Guido Reite, the Dataverse REST Builder allows users to interact directly with the Dynamics Web API. Previously, users who wanted to perform queries or retrievals had to download and import …

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Updating product unit pricing on open sales orders in Microsoft Dynamics 365

by JOVACO Solutions - Microsoft Dynamics 365 offers price locking on sales order products, which can cause users to experience difficulties when they attempt to update unit pricing. When this situation arises, it can be managed in two ways: Via the toolbar ribbon Via the lock icon found directly above the sales order products sub-grid By default, when sales …

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Key Features of Microsoft Dynamics 365 Customer Service

by Manuj Gupta, Crowe LLP - One of the most powerful yet often ignored features of Microsoft Dynamics 365 is Customer Service. Customer Service allows you to increase customer satisfaction while reducing the amount of time and money spent on each support case or service call. Dynamics 365 empowers your team to: Set up cases Record all interactions related to a …

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Cleaning up Data in Microsoft Dynamics CRM 365

by Aha Apps - It is important to clean up data in our CRM solution regularly. One of the main reasons is that unwanted data can lead to performance issues. Performance issues include taking too much time for the form load, saving records, random SQL timeouts etc. When working with applications like Microsoft Dynamics 365, one of the most predominant …

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How to Build a Customer Journey Map with Microsoft Dynamics

by emfluence Marketing Platform - Want to send highly targeted (and better performing) marketing campaigns? Start by mapping your customer journey. The customer journey is broadly defined as the steps a potential buyer could take toward becoming your customer. For most brands, this will be comprised of Awareness, Consideration, Conversion, Loyalty, and Advocacy: Taking the time to map your customer …

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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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3 Real Examples of Microsoft Dynamics 365 Field Service Success

by Ryan Plourde, Crowe - If your organization provides service, empowering your mobile workforce with the right tools can spell success in the form of customer loyalty and repeat business. With the right systems in place, your workforce can be dispatched sooner, solve problems faster, and close work orders more efficiently. Microsoft Dynamics 365 Field Service is a field service …

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What is the Essential License for Microsoft Dynamics CRM?

by Ryan Plourde, Crowe - The least expensive license type for Microsoft Dynamics CRM is the Essential license. But before you start calculating your cost savings you should know that Essential users can not actually log in to Dynamics CRM. Which means very few companies have a reason to use this license type. So what is the Essential license? The …

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Stop Cherry Picking! Automate Assignment of Leads/Cases within Dynamics 365 CRM/ Power Apps to specific users!

by Inogic - Do you find it hard to manually allocate work items to your team in Dynamics 365 CRM/Power Apps? Are you looking for a better way to allot/assign work items in Dynamics 365 CRM/Power Apps? Presenting to you, one of our Preferred Apps on Microsoft AppSource - Round Robin Routing & Assign –  a productivity app …

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