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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’

The Top 3 Keys to CRM Success – Straight Talk

The CRM road is littered with deployments that are functional failures and that don’t meet value expectations. We see it all the time. In fact, a good part of our business is fixing deployments that have been designed, installed, and rolled out by others or internal IT teams. Organizations considering a new CRM purchase or […]

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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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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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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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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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Microsoft Dynamics 365 Portal – Strengths and Weaknesses Review

What information do people ask you for over and over again? Setting up an online portal gives your audience (either employees, partners or customers) access to information they need, such as support cases, knowledge base articles, community forums, product guides and more. The core functionality of any CRM portal is to expose CRM data to […]

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Valuing the Customer with Microsoft Dynamics CRM

Bringing more customers in is always a priority for companies, yet sometimes they fail to see the possibilities for profit right in front of them—their current customers! Reiterating relationships with already loyal customers keeps them dedicated to your business. Showing your current clients how much they mean reminds them why they choose to do business with […]

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Upcoming Changes to Dynamics 365 (CRM)-July 2017 release

Recently, Microsoft announced the upcoming July 2017 release for Dynamics 365 (CRM). As a result, many things are being changed, but, I am sure, you have come to expect these changes. However, these changes are quite impactful as they are items that are being deprecated within Dynamics 365 (CRM). So, what does this mean for […]

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Dynamics 365 (CRM) Organization Insights

I was demonstrating the Dynamics 365 (CRM) Organization Insights at my local CRMUG Chapter Meeting last week and thought this would be a great topic for a Dynamics 365 blog based on the questions and interactions at the meeting. One of the great add-in apps (or solutions) available for Dynamics 365 is called “Organization Insights”. […]

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Tribal Entities Harness Power BI, BI 360 and Player 365 for Real-time Data

Business Intelligence is big buzzword in the technology space right now, but it is big for a reason. In nearly every industry, organizations are realizing more and more that they need the ability to see current information in meaningful ways to help make better decisions. Data needs to be immediate to be timely. Looking at […]

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