Setting Up The “Follow” Functionality In Microsoft Dynamics 365
In Microsoft Dynamics 365, you can follow records for the out of box entities like leads, accounts, and contacts. You can also see a view name “Leads I follow”, “Accounts I follow” or “Contacts I follow”. But what if you want to follow a record of a custom entity and see all the records you …
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Small Business CRM Software Buyers Prefer Cloud-Based Solutions, Says New SFA Report
Software Advice has released its 2014 Sales Force Automation (SFA) Software BuyerView, revealing some of the trends in SFA software and insights into how organizations are evaluating, buying, and implementing it. Among its findings are that the overwhelming majority of new buyers are looking to cloud-based SFA, which includes CRM software. The report is based …
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3 Critical Considerations When Moving Your Legacy CRM to the Cloud
The growing trend toward Cloud-based CRM (Customer Relationship Management) systems is not without merit. Cloud computing can offer features and processes unavailable in on-premises solutions. Cloud CRM can help you make the best use of your data. It allows you access to the newest technologies. It integrates seamlessly with familiar and indispensable processes that your …
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Moving to the Cloud – What You Need to Know
Perhaps you're contemplating moving your data and business processes to the Cloud, or maybe you'd like to improve your organization's cloud strategy. Either way, you probably have questions about costs, the migration processes, or even the terminology surrounding cloud technology. As a long-time Cloud Solution Provider (CSP) for Microsoft, BroadPoint has supported many organizations that have …
Level-Up! How Dynamics 365 Takes Your Favorite Office 365 Programs to the Next Level
Office 365 is one of the most well-known and acclaimed office suites available to professionals. Consisting of Microsoft Word, Excel, Outlook, Teams, OneNote, SharePoint, Power BI and more, Office 365 has become an industry standard for most companies and organizations. However, the Office 365 most users are familiar with only scratches the surface of what …
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3 Features to Look for in the Best CRMs for Nonprofits
As a nonprofit leader, your mission is unique, attracting a loyal member base. The people who join your organization are your lifeblood – they share a passion for your purpose, and they contribute their resources to help you accomplish it. Because past involvement with a nonprofit is the best indicator of future involvement, growing your …
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How to Integrate Microsoft Teams and Office 365 Groups with Active Directory Groups
As a Microsoft Office 365 user, one of the most valuable 365 features available to you is Groups. In fact, Office 365 Groups allow your organization to set up Microsoft Teams that correspond to departmental divisions: marketing, administration, sales, product development, etc. The Teams feature lets the individuals in a particular team communicate quickly and …
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4 Ways Microsoft Dynamics 365 Boosts Productivity
Around the world, businesses of all sizes are seeing the benefits of helping employees work smarter and better together, automating cumbersome manual tasks, and using customer data as a factor in deciding what to products and services to offer. Cloud and mobile solutions are becoming a means of transforming business productivity and enabling new ways …
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New White Paper: CRM Is Not Just for Salespeople - It Is for Your Customers!
Why is it that some people think CRM is just for salespeople? After all, CRM stands for Customer Relationship Management. And when it comes to customers, there are many people in your company who interact on a daily basis with your customers. Certainly not just salespeople. To illustrate how Microsoft Dynamics CRM Online works across …
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Microsoft Dynamics CRM - Using Activities vs. Notes - Best Practice
In the last few months, I have conducted several Sales related training sessions where the number one topic is Activities vs. Notes in Dynamics CRM. Many of my recent implementation projects have been for clients who have no CRM system today and have been using tools like Excel to track their touch points with their …
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