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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 CRM for wealth management’

Why You Should Calculate Non-Billable Goodwill Activities in Microsoft Dynamics CRM

Do you track non-billable "goodwill" activities done for your clients? Many organizations that use Microsoft Dynamics CRM track relationships with people and organizations that are not paying clients in the traditional sense;  they still want to have some way to track, tabulate and report on the non-billable goodwill activities done to support those relationships. This […]

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