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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 - 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 365 Provides Insurance Brokers Big Benefits

by Ryan Plourde, Crowe - I think we can all agree that the advantages of using customer relationship management software are numerous and widely acknowledged. However, what is not so openly talked about is that selecting the right system can be a source of frustration for many insurance agencies and brokers. Off-the-shelf software doesn’t provide all the functionality an insurance …

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Why AI, IoT, and Business Intelligence is Not Just for Big Business

by CRM Software Blog Writer -     Digital transformation is necessary for survival in today’s business world. But what does this mean for your small or midsize organization’s culture, processes, and operations? We’re here to show you that cutting-edge technological tools are not just for big business but every business- including yours. In this article, we’ll give insights into how …

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Red, White and Blue, All Out but You: A Scorecard for CRM Vendor Selection

by ScienceSoft USA Corporation - When it comes to selecting the vendor for your CRM project, your drive would be to quickly get the best possible solution at the lowest price, wouldn’t it? At the same time, your prospective vendors’ drive would be to outcompete other bidders by all available means, including this notorious overpromising you can sense miles away …

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Dashboards Comparison: Microsoft Power BI versus Microsoft Dynamics 365 (CRM)

by JOVACO Solutions - Which dashboard is better for your organization?   Dashboards are a powerful business tool that provides a visual display of data, tailored to the various needs of the different members of your organization. The information is consolidated on a single screen so that it can be easily accessed and monitored. As the business intelligence solution …

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Four Step Guide to create an Efficient Sales Territory Plan within Dynamics 365 CRM

by Inogic - “Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” Similarly, planning of Sales Territory for a business organization is of paramount importance for its success. A Sales Territory plan plays a great role in assisting the Field Reps to reach the right customers at the …

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Deadline to move to the Dynamics 365 Unified Interface set to December 1, 2020

by Syvantis Technologies, Inc. - For many organizations, the web client interface for Dynamics 365 (commonly referred to as Classic UI or legacy web client) has been the primary way users have accessed and utilized Dynamics 365 modules like Sales, Service, and Marketing. By December 1, 2020, organizations must transition from this classic UI to the new Unified Interface experience. …

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Pros and Cons of LinkedIn Sales Navigator for Dynamics 365 Users

by By Cullen Hunter, Crowe Horwath - Are you a LinkedIn user? Do you use it as a lead generation tool? I recently attended a session on the LinkedIn Sales Navigator. This is different from Insights and the LinkedIn Application for Talent. This is the tool targeted towards salespeople to mine their LinkedIn channel for potential leads. Based on my experience as …

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The Benefits of Migrating Dynamics CRM to the Cloud

by Tom Moore - If you’re running Microsoft Dynamics CRM 365 on-premises, you’ve probably thought about whether you should be migrating Dynamics CRM to the cloud and what the benefits might be. Start by considering the growth of CRMs. According to Grandview Research, the CRM market has been growing each year since 2016, and the projections are that usage in …

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