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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 ‘contacts’

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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Dynamics CRM 2015 Outlook Client: The Top 5 Reasons to Roll it Out Today

Dynamics CRM 2015 essentially comes in three different user interfaces: the CRM web, the Outlook Client and the CRM mobile app.  The user’s experience is highly dependent on how they choose to access their CRM data.  At AKA, we spend a lot of time considering how to best configure the user experience within these different […]

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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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Microsoft Dynamics CRM Reduces Data Entry Time

Data entry is never at the top of anyone’s to-do list but in order to keep your customer database up to date, it’s a necessity. If you’re using Microsoft Dynamics CRM, you can update information for multiple contacts at the same time. This feature comes in handy when a company in your database changes their […]

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