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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘accounts’

Optimize your everyday actions on your Geo-analyzed data with a Single Click within Dynamic 365 CRM!

Organizations are swimming in an ocean of data! Companies rely on the state of the art software like Dynamics 356 CRM / Power Apps to organize, manage, and streamline their large amounts of data to be able to stay on a float the constant new waves of data coming in. Maplytics is the next choice […]

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Highlights of Upcoming Dynamics 365 October 2019 Updates

Setting the Stage During the recent Microsoft Business Applications Summit, Microsoft announced the availability of the "2019 Release Wave 2 Plan". The Release Plan covers all of the upcoming updates for Dynamics 365 and the Power Platform (PowerApps, Microsoft Flow, and Power BI). For many CRM users the breadth of areas to keep up with […]

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Create QuickBooks Customers from Dynamics CRM Accounts

Dynamics CRM gives you the ability to track customer interactions, but the trail ends when customer information leaves Dynamics CRM and enters your accounting and ERP systems. Getting customer history into CRM can fuel your marketing lists and campaigns with quality leads. However, to access customer financial information in CRM often requires manually rekeying the […]

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Keep CRM Contact Lists Clean with Excel Automation

Dynamics CRM automates many aspects of list management; for example, when opportunities are closed and marked as "won", Dynamics CRM can automatically update accounts from prospects to customers. Additionally, Dynamic marketing lists can automatically update. For example, when your business development team closes accounts, Dynamics CRM will automatically remove the contacts and companies from your […]

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