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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’

Top 5 Benefits of Integrating QuickBooks and Dynamics 365 CRM with InoLink

Most of you would be well acquainted with our popular integration app – InoLink – which is also a Preferred App on Microsoft AppSource. To know what made InoLink so popular, let’s delve deep and see why our Dynamics 365 CRM friends prefer it over others. So, why InoLink? InoLink, a cloud-based productivity app for […]

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The Dynamics CRM Sales Process: Everything You Need to Know

For any business, small or large, success depends entirely on sales figures. And no matter how great the product is or how much was spent on marketing, the primary goal for any organization is to increase revenue. Microsoft Dynamics CRM is designed to support the sales process from beginning to end – right from acquiring […]

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Migrate to the Cloud with Customized Support from JourneyTEAM | Sherpa Program

Relocating your on-premise solutions to the cloud is a massive undertaking. Not to mention expensive. But with COVID-19 still a major concern, businesses need to ensure their data and services are available at all times to remote employees. Because data migration is such a big project, many organizations use cloud consulting services to make the […]

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Creating Lead Nurtures with Microsoft Dynamics and Marketing Automation

Understanding the roles best played by Microsoft Dynamics and marketing automation platform is key to developing technically strong lead nurture campaigns. Let’s set the actual content and design of your campaign aside for a minute and think about the technical makeup of how it will be executed.   But first a quick reminder of why […]

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Marketing Automation Platform Implementation Guide for Microsoft Dynamics

There are lots of questions to answer as you consider what sort of marketing automation platform to connect to your CRM system, but one question that’s often overlooked is how will you implement the software? Will the process be painful or easy? And what do you need to know about that process before you sign […]

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Implementing A New CRM? Make Sure Your Data is Ready for the Move

If you’ve decided to move your CRM (Customer Relationship Management) solution to the Cloud, you might be tempted by all the space the Cloud contains; it’s infinite. But even though you can move vast amounts of data, should you? Remember that someone has to move that data. And entities and fields in your legacy CRM […]

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Farewell to Dynamics 365 Outlook Client, the Outlook CRM Plugin

How many times have you checked your email today? As our eyes are constantly on our email, apps like Outlook are an attractive destination to plug in new functionality. Doing it helps with user adoption - users are already on Outlook, and they get used to the new functionality fast. Microsoft itself offers several options […]

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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 […]

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Improve Forecasting with Dynamics 365 For Sales 2020 Release Wave 1

If your business is sales, your number one asset is your customers. And customer satisfaction will determine your ultimate success or failure. There are many philosophies and many tools promoting sales efficiency, and in a competitive marketplace, it’s vital to choose the tools that add value and efficiency to your business. Microsoft Dynamics 365 for […]

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