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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 ‘CRM 2016 features’

14 Things We Love About Voice of the Customer Surveys

  Voice of the Customer is a new survey tool for Dynamics CRM Online to gather feedback and gain customer insight. By deploying Voice of the Customer you’ll have access to amazingly powerful, yet flexible survey functions within CRM. Here are just a few of things we love: Create themes specific to each survey that reflect your […]

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CRM 2016 Improves Navigation Functionality

MS Dynamics CRM vs Salesforce  Sign up for a free CRM course! Learn more about CRM's features  The main navigation in the CRM 2016 ribbon not only altered its look, it also made functional changes, vastly improving the end user experience. The Main Menu Button now replaces the CRM logo. Clicking this button enables the user […]

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Dynamics Docs vs. CRM 2016 “Word Templates”

About the end of 2015 Microsoft released CRM 2016 with new features allowing CRM users to create Word Templates with merged fields from CRM records. Earlier this year Dynamics Objects released a similar product, Dynamics Docs, to merge CRM fields in Word Document. Unlike Documents Templates released for CRM 2016 only, Dynamics Docs comes with […]

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Dynamics CRM Boosts Legal Productivity

Firms that provide an awesome customer service experience every time follow consistent business processes. 2B-LAW for Microsoft Dynamics CRM is helping legal professionals reach a new level of productivity by providing the foundation to guide employees step-by-step. Every aspect, from the user interface and dashboards to custom views and intake forms, was designed to help firms […]

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The First Add-On to Dynamics CRM 2016 Document Generation – PDF Docs !

Document Generation is a new feature available in Dynamics CRM 2016. You no longer need to manually extract CRM data for documents such as Account summaries, Quotes, Orders, Invoices, and similar. With one click users can easily generate a document from CRM using pre-defined Word and Excel templates. Dynamics PDF-Docs is an upgrade on our […]

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What’s New in CRM 2016?

Dynamics CRM 2016 focuses on maximizing customer engagement. Dynamics CRM 2015 offered a simple and seamless user experience across the application that focused on improved productivity of customer-facing employees through applications like Exchange, Excel and OneDrive for Business for easier task management. The 2016 version provides several enhancements with intelligence and mobility features, including integration […]

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