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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

Posts Tagged ‘Connecting Software’

Get ready! Top Dynamics 365 Trends Coming your Way in 2021

2020. A year we will remember. A year that was not quite as we expected it to be - to say the least!  Still, the Earth keeps spinning, the software world keeps evolving, and you don’t want to fall behind.  There are several Dynamics 365 trends out there and you should keep an eye on […]

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Can You Boost CRM Technology Acceptance and User Adoption?

User adoption of new technology has been an issue for as long as technology exists. Software is no exception. Organizations deploy new software hoping it will have a big (positive) impact, and sometimes it seems that very impact gets in the way of user adoption. This is very much the case for new CRM systems. […]

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3 Document Management Tips to Boost Security and Performance in Dynamics 365

Microsoft Dynamics 365 users end up having it as part of their daily routine and infrastructure. All kinds of valuable information are in there and Dynamics easily becomes crucial for the company. In spite of that, some important aspects are often overlooked. For example, have you noticed the number of attachments and documents that end […]

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3 Reasons Why You Should Avoid Keeping Your Attachments in Dynamics 365

The thing about Dynamics 365 email attachments is that they take up space. Lots of space. And then you have other kinds of attachments, for example in Notes, and those take up space too... In this article, we will start by looking at the three main reasons you should not keep your attachments inside Microsoft […]

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Dynamics Sucess Stories – Supermarket Chain Gets Existing Data into Dynamics 365 Automatically

⏩ Problem: Getting existing data into Dynamics ⏩ Solution: CB Linked Server – Connect Bridge with the Dynamics 365 connector ⏩ Provider: Connecting Software ⏩ Customer: Iperal Supermercati S.p.a. owns and operates over 40 supermarkets and hypermarkets in Italy.      ⏩ “In just a week, we had the solution we had in mind up and running.” Ing. Filippo Besana […]

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Using Linked Server to Connect Dynamics with your SQL Server Databases

It is sometimes frustrating to have data that would be interesting for CRM purposes, but that is not inside Dynamics. It is even more frustrating if the data happens to be in one (or more) Microsoft SQL Server databases and not in Dynamics 365 where you would like it to be. It should be easy […]

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5 Smart Ways to Make Dynamics 365 Work Better for You

Your Dynamics 365 is already doing many things for you. But software developers are here for you to make it work even better. Check our suggestions on how you can improve the performance of your CRM, increase security and cut maintentance costs. Photo by Scott Graham on Unsplash Integrate Dynamics 365 with SharePoint Documents in […]

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Post-COVID Digital Trust in CRM: How To Keep Integrity of Your Documents

Since the start of COVID-19 and its quick spread around the world, organizations have been under pressure to reconsider their workflow, including customer relationship management. It has become evident that the pandemic is pushing companies for changes much faster than they would without the global health and economic crisis. As a Forbes article suggests, for […]

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Farewell to Dynamics 365 Outlook Client, the Outlook CRM Plugin

How many times have you checked your email today? As our eyes are constantly on our email, apps like Outlook are an attractive destination to plug in new functionality. Doing it helps with user adoption - users are already on Outlook, and they get used to the new functionality fast. Microsoft itself offers several options […]

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5 Critical CRM Trends For 2020-2021

The world of sales and customer relationship management has been changing rapidly, just like everything else around. Here are the CRM trends to get prepare for this and next year. Photo by Clay Banks on Unsplash Mobile CRM functionality Lucky are those who can forget about work once they cross the office door. But the […]

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