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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 ‘dynamics 365’

Dynamics 365 Version 9.0 is here!

Microsoft is rolling out the July Update (version 9.0) for Dynamics 365 this week. This is exciting news that many have been waiting for. However, you may be wondering if you should be an early adopter or wait until the next update. In order to help with your decisions, here are a few things to […]

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encloud9’s Favorite New Upcoming Dynamics 365 Features

Microsoft is finally preparing to roll out its latest update to Dynamics 365, and it has a lot of great features that customers have been clamoring for for years. Microsoft is holding true to their mission statement of “empowering every person and organization on this planet to achieve more.”   With so many great new […]

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New Dynamics 365 Unified Interface

The Dynamics 365 Unified Interface is coming and we had the opportunity to review it, below are our thoughts. The Unified Interface for Dynamics 365 is an updated user interface and is common across devices (mobile, tablet and desktop). It also includes some functionality only being released to the new client. You open the Unified […]

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GDPR: How Will It Impact CRM?

The General Data Protection Regulation (GDPR) is a hot topic! The countdown to this new EU regulation is well underway, but what does it mean for your own business? As a Microsoft CRM partner that implements Dynamics 365, Preact frequently speak to SMB's seeking GDPR advice. That's why we were delighted to host a webinar […]

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Searching Options in Dynamics 365

Finding information within Dynamics 365 is a crucial need for any user. You know the importance of putting in the important information. Likewise, you know that getting data out is equally important. That's why it's good to understand your search options. "Classic" Search Searching for records within Dynamics 365 (CRM) has been around for a […]

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Multiple account Salesperson scenarios in Dynamics 365

Here is an issue we recently faced with a client who has multiple salespeople in multiple business lines, and there is always the possibility that multiple salespeople would want to claim ownership of the account. As they were integrating with their financial system, they also had a default ownership of ALL accounts to a single […]

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Are You Ready for Dynamics 365 Changes?

With all the buzz and information swirling around the upcoming release of the Version 9.0 update for Dynamics 365, you will usually see a lot of excitement regarding new features and functions. However, simple things are often overlooked. But, the simple things can have a significant impact. Change is Tough Change is difficult enough for […]

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Productivity platform? It’s not enough!

Simply put, Microsoft Dynamics 365 is a business productivity platform where everything crucial to developing, improving, and retaining your customer relationships is stored.*  That is why Microsoft offers tailored solutions for sales, marketing, and customer service. While the technology is great, it does not guarantee success. Having a solid team of contributors, and streamlined internal […]

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New Enhancements Coming to Dynamics 365

Microsoft recently announced new enhancements that are coming to Microsoft Dynamics 365. As a result, these enhancements will bring exciting new features to the Dynamics 365 Enterprise Edition and the Business Edition. Dynamics 365 Enterprise Edition User interface refresh (applies to all the Enterprise edition web apps) Due to the changes, the user interface has […]

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20 Findings from a Microsoft Dynamics 365 Upgrade Audit

Our client, let’s call it ACME Inc., wanted to upgrade Microsoft Dynamics CRM 2011 to Microsoft Dynamics 365 and SharePoint 2010 to SharePoint 2016. What is the first step? Crowe’s implementation methodology always starts with an analysis phase, especially when it comes to CRM version upgrades. With CRM version upgrades our analysis phase comes in the […]

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