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Posts Tagged ‘illinois microsoft dynamics crm partner’

How to Create and Use Email Signatures in Microsoft Dynamics 365 for Sales CRM

  In this video by our Dynamics 365 CRM support team, we'll look at how to create email signatures in Microsoft Dynamics 365 for Sales.   "How do I create an email signature?" is a very common question from users, especially early on, and they are pretty simple to set up.   They are also […]

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How to Enable Business Process Flows in Microsoft Dynamics 365 for Sales CRM

  In this video by our Dynamics 365 CRM support team, we'll look at how to enable business process flows in Microsoft Dynamics 365 for Sales.   Business process flows are useful for standardizing how your team tackles particular tasks. Basically, they serve as guides for how to get things done.   For example, you […]

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How to Use Connections in Microsoft Dynamics 365 for Sales

  In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities.   Connections add valuable layers of relationship information to your records. For example, you can connect a contact to multiple accounts, which is highly valuable […]

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Want CRM Success? Serve the Servants First!

  Imagine this:   You’re the owner or manager of a small business. You’re facing mounting competitive pressures and shrinking margins. Differentiation has become harder and harder because your competitors are one click away on the Internet.   You need to create consistent, high-quality experiences to keep prospects and customers coming back for more.   […]

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What’s in a Name? CRM vs ERP and the Importance of Speaking Your Customers’ Language

  Every industry uses jargon and short-cut terms for more precise and efficient communication within their industry. Jargon can be great when you’re in the know. In my opinion, though, the technology industry is the absolute WORST with the jargon because it is baked into the very products.   CRM vs ERP vs real business […]

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3 Insider Tips to Drive Better Marketing Results with Microsoft Dynamics CRM

“Entrepreneurs , in accepting risk, achieve security for all.  In embracing change, they ensure social and economic stability.” – George Gilder  You have all heard the buzz by now and may own or are thinking about investing in Microsoft Dynamics CRM to drive sales for your organization.  I’ll share 3 Great Tips to help your […]

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Gartner Survey Compares CRM and ERP Software Expenditures and Finds CRM Gaining

If you are wondering whether you should deploy your CRM or ERP system onsite or in the cloud, you are not alone.  A recent press release from from Gartner Inc captures the true magnitude of the expense that CRM and ERP systems can run for companies. The release indicates that enterprise software revenue will reach $120.4 […]

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