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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 ‘chicago Microsoft CRM partner’

Implementing A New CRM? Make Sure Your Data is Ready for the Move

If you’ve decided to move your CRM (Customer Relationship Management) solution to the Cloud, you might be tempted by all the space the Cloud contains; it’s infinite. But even though you can move vast amounts of data, should you? Remember that someone has to move that data. And entities and fields in your legacy CRM […]

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What’s Great about Microsoft Dynamics 365’s Unified Interface

One of the beauties of Microsoft Dynamics 365 is its versatility. That versatility is due in large part to Microsoft’s commitment to continue to expand, adding apps that allow modules to connect with one another and handle a variety of business processes. Dynamics 365 Unified Interface (UI) allows a seamless interaction across desktop, mobile, and […]

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How to Create and Use Email Signatures in Microsoft Dynamics 365 for Sales CRM

  In this video by our Dynamics 365 CRM support team, we'll look at how to create email signatures in Microsoft Dynamics 365 for Sales.   "How do I create an email signature?" is a very common question from users, especially early on, and they are pretty simple to set up.   They are also […]

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How to Enable Business Process Flows in Microsoft Dynamics 365 for Sales CRM

  In this video by our Dynamics 365 CRM support team, we'll look at how to enable business process flows in Microsoft Dynamics 365 for Sales.   Business process flows are useful for standardizing how your team tackles particular tasks. Basically, they serve as guides for how to get things done.   For example, you […]

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How to Use Connections in Microsoft Dynamics 365 for Sales

  In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities.   Connections add valuable layers of relationship information to your records. For example, you can connect a contact to multiple accounts, which is highly valuable […]

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Want CRM Success? Serve the Servants First!

  Imagine this:   You’re the owner or manager of a small business. You’re facing mounting competitive pressures and shrinking margins. Differentiation has become harder and harder because your competitors are one click away on the Internet.   You need to create consistent, high-quality experiences to keep prospects and customers coming back for more.   […]

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Valuing the Customer with Microsoft Dynamics CRM

Bringing more customers in is always a priority for companies, yet sometimes they fail to see the possibilities for profit right in front of them—their current customers! Reiterating relationships with already loyal customers keeps them dedicated to your business. Showing your current clients how much they mean reminds them why they choose to do business with […]

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Microsoft Dynamics CRM Online vs Salesforce Cost Comparison

Get More Productivity and Save Thousands of Dollars with Dynamics CRM If you’ve considered Dynamics CRM, now is the time to try it and buy it. And this handy comparison helps you see the benefits in just a few seconds. We’ve illustrated the true cost and functionality differences between Microsoft Dynamics CRM and Salesforce and, […]

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How Mobile Sales Applications Help Distributors Close More Deals

In today’s marketplace, distributors must provide their employees with all the tools necessary to get and maintain a competitive advantage. Deploying mobile sales applications is one of the ways to accomplish this goal and help distributors close more deals. So what are mobile sales technologies? They are software solutions developed exclusively for tablets and smartphones […]

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ClickDimensions for CRM Makes Email Marketing Easy & Fun

We recently became a partner with ClickDimensions and are now able to provide this great software-as-a-service marketing automation solution to our clients. We are very excited about this product and highly recommend it to any organization in need of a great marketing automation system. ClickDimensions adds email marketing, web tracking, lead scoring, social discovery, campaign […]

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