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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’

What You Need To Know If You Store Your CRM Documents In SharePoint

Many sysadmins choose to store CRM documents in SharePoint because managing documents is more intuitive in SharePoint. SharePoint also has very convenient extra functionalities for the end-users such as checking documents out and version history.   Another reason to go for this combination is that data storage is cheaper on the SharePoint side. If the standard SharePoint […]

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Dynamics 365 October 2019 Updates-Headers and Density

Dynamics 365 October Updates Highlights In my previous blog, I highlighted a few of the items I am excited about in the upcoming October 2019 updates. If you haven't checked this blog out, you can find it here: https://www.crmsoftwareblog.com/2019/06/highlights-of-upcoming-dynamics-365-october-2019-updates/ Header and Density Updates First of all, you may be wondering what "Density" is. I will […]

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Set Up Auto-Complete Control in Dynamics 365

Have you ever needed to have a field in Dynamics 365 be an auto-complete field? If so, we will cover how to set this up in the Unified Interface. Dynamics 365 Form End Result Before we dive into how to set this up, check out the screenshots below. The reason I'm showing this early is […]

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Dynamics 365 Licensing Changes and New features for Teams.

The 4 day Microsoft Inspire conference kicked off with a corenote livestream from Gavriella Schuster, Corporate VP of Microsoft's One Commercial Partner Organization, and Judson Althoff, executive VP of Microsoft's Worldwide Commercial Business. Microsoft's dedication to its mission of empowering every person and every organization on the planet to achieve more is evident. Big Dynamics […]

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8 Ways Dynamics 365 for Customer Service Supercharges Business

Customer Service impacts your brand perception as a major factor in brand choice and loyalty. By 2020, Customer Experience is projected to be the main differentiator for brands, overtaking the impact of pricing and product for the first time. Customers increasingly have an expectation that customer service will be available digitally, and around the clock. […]

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CRM Roadmap: Where are you?

One of the great advantages using Microsoft products is their commitment to continuous innovation and improvement. Therefore, it can be easy to lose sight of where you are on the Microsoft CRM roadmap. Specifically, versions and name changes blend together over time. How can you be sure your business is where it needs to be? […]

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Connect LinkedIn with your CRM

LinkedIn is more than just the world’s largest social network of professionals. It is also a vast, untapped source of revenue for your sales team. LinkedIn in full of educated, affluent decision makers, representing over 30M companies worldwide.  According to Forbes, 80% of B2B leads from social media occur on LinkedIn. 45% of people that […]

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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 365 License: How to choose the right one

Choosing the right Dynamics 365 license is more complicated than you’d think. You’ve sold the team on the value of the Dynamics 365 license, but which one? The amount of technical jargon you need to understand to interpret the selections is mind boggling. Therefore, many companies end up overpaying. Clearly, there must be a rhyme […]

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How Microsoft Dynamics 365/CRM Adds Value to Your Business

Customer Relationship Management (CRM) was developed to organize and keep track of customer information, and it certainly does that. But growing businesses are finding that modern CRM solutions such as Microsoft Dynamics 365/CRM go way beyond simply saving and filing information and can now also drive growth and add value to their organization. Here are […]

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