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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 tips’

Is Your Sales Team Keeping an Eye on the Competition? They Should!

While we all understand and use the core sales entities (Lead, Account, Contact and Opportunity) in Dynamics 365 CRM, one of the more underappreciated entities that can be a valuable piece of data is Competitors. The competitor entity is used to store information about the companies that you regularly find your organization selling against. Let's […]

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How Dynamics CRM Can Help You Keep Customers: 3 Tips

Getting a new customer can cost 5-to-25 times more than keeping an existing one. But increasing customer retention rates even a mere 5% can increase profits by 25% to 95%.These surprising statistics, reported in the Harvard Business Review, noting research done by Frederick Reichheld of Bain & Company, reveals the value of satisfied customers. Keeping customers […]

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3 Potential Reasons Why a CRM Implementation Can Fail

A business going through a customer relationship management software implementation that's working with a great CRM partner and has done its own part to align staff and resources is in a great position to see the project through successfully. However, there are ways that an implementation can be lacking if the company isn't paying attention […]

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5 Ways a CRM Can Boost Revenue

There is no doubt that a CRM system can help you transform the way your company does business. It is a powerful tool that can significantly increase the productivity of your sales team which can directly impact your bottom line. Here are just some ways a CRM can make your company more money. 1. Understand Your […]

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10 Mistakes with CRM Deployments

Today's CRM (Customer Relationship Management) is better than yesterday's because: (a) CRM systems can now deliver greater productivity returns and (b) vendors' software usability is much improved. These advancements (and others) mean less time and lower costs to implement a CRM system. And the more people in a given company who use a CRM system […]

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CRM Software Blog Approves of 99 Ways To Get More From Your CRM in 2013

As you learned from crmsoftwareblog’s own whitepaper:  24 Wildly Creative Ways Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers, Microsoft Dynamics CRM can do way more than organizing basic customer information.  In fact, Richard Boardman, an independent CRM consultant writing at  has come up with a list of “99 ways to […]

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5 Microsoft Dynamics CRM User Productivity Tips and Tricks

Many new users will just dig in and start using CRM without knowing that there are ways to customize their views to pertain to their job function.  So here are a few tips to get started customizing Microsoft Dynamics CRM to fit your needs.   Tip 1: Setting your personal options: When you first login […]

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Tip: Set IE to Accept More Connections to a Site for Better Microsoft CRM Performance

If you are using Internet Explorer 7 or 8, and you occasionally get random error messages, such as script errors, this can be caused by IE limiting the number of simultaneous connections and downloads from the website. To change this setting, see the following Microsoft knowledge base article:

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Ten Tips To Ensure The Success Of Your Microsoft Dynamics CRM Project – Right From The Very Start (Part 1)

Successful deployment of Microsoft Dynamics CRM will have a positive impact throughout your business. But like any project, a bit of ground work right at the very beginning will help smooth the Microsoft Dynamics CRM implementation process. Here are 10 tips to help you get it right.

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