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How to Simplify Commission Calculation for Insurance Benefits Brokers in Microsoft Dynamics 365

by Ryan Plourde, Crowe - Commission calculation for benefits brokers can be complex. You work with multiple insurance carriers and each of them pays a commission. The payment is then split between the agency and the producer. But then it starts to get interesting and oftentimes unmanageable. The amount paid and the split percentage can be based on many variables …

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Help Account Managers Sell More by Eliminating the Noise in the CRM System

by Peter Wolf, Azamba Consulting Group - Does your CRM system make it easy for your account managers to reach their goals? Whether you’re about to implement a CRM system or you’ve been live for some time, applying a few basic principles can help your team do their jobs better with less stress. More productive account managers and sales reps equal higher …

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Best Practices for Activity Reporting In Microsoft Dynamics CRM 2011

by Joel Lindstrom, Customer Effective - So you want to report on your activities in CRM—and that is a great idea.  Activities such as appointments, phone calls, tasks, and e-mails are core CRM functionality and a great indicator of how your users are interacting with your customers, and how actively your users are adopting CRM. For basic activity reporting, such as …

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Maps integration with Dynamics 365 CRM / PowerApps - Redefining your Sales, Service and Marketing Strategy!

by Inogic - Maps integration with Dynamics 365 CRM enables geocoding of CRM data thereby locating their latitude and longitude and their exact location. These properties can be leveraged by organizations to empower their Sales and Service representatives and bring a holistic improvement in their market presence. Various features that Maps integration helps with are: Geocoding   To …

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Amazing & So Simple > Attach Documents from SharePoint to CRM Email

by Dynamics Objects - Amazing & So Simple > Attach Documents from SharePoint to CRM Email Dynamics SPO uploads documents from CRM to SharePoint. By adding SPO Organizer records as sub-grid to the form, the document’s locations are available in CRM. Click the plus “+” sign on sub-grid to upload more documents or attach documents stored in SharePoint to …

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The Benefits of Dynamics 365 Online Versus On-Premise

by Beringer Technology Group -   Today, almost everything is in the cloud. And if your organization isn't yet, you may be missing out on enhanced security, cost savings and new features. Specifically, I'm talking about Dynamics 365 Online vs On-Premise. As you may know, Microsoft has long had an on-premise version of Dynamics 365 which definitely has had its benefits, …

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How Is Marketing Automation Different From CRM?

by emfluence Marketing Platform - When a company runs like clockwork, marketing and sales tasks can appear as if they are blended. However, only the companies that can distinctly identify the purposes and roles of these departments and their tools are able to function successfully and efficiently. Marketing automation and CRM systems are both tools used by companies to handle …

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CRM 2016 Document Templates

by Beringer Technology Group - CRM 2016 now offers a better way to create and utilize document templates. The older versions of CRM were very limited in the entities that could be associated to an email or mail merge template. The new process allows users to select a primary entity and then choose both a 1:N and N:N relationship. Unfortunately, …

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Create an SSRS Report for Dynamics 365 – Part 2

by AhaApps - Part 2 – Building The Report   In the first part, we spoke about how to add the data source. Now, after adding that, we now have to add the dataset. The dataset is what we are going to be creating the report on. Let us take an example of creating a report on an …

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Help Account Managers Get More Done in CRM by Controlling the Flow

by Peter Wolf, Azamba Consulting Group - How can your CRM help account managers simplify tasks? Most users view their CRM as a giant data center. It is where all of the data from silos, such as email accounts, spreadsheets, and operational systems, come together. While that is true, it barely scratches the surface of the value that you can get from …

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