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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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Top 3 Benefits of Microsoft Dynamics CRM and SalesFUSION Integration

To enhance the usefulness of Crestwood Associates’ Microsoft Dynamics CRM system, we deployed SalesFUSION – an integrated marketing automation system. After using the integrated SalesFUSION application over the last year, these are the three significant areas where we have seen benefits: Email tracking and results Web visitor tracking Landing pages and dialogs Email tracking and […]

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CRM Synchronicity

“I am interested in purchasing a new CRM system for my sales staff. Do we need off-line capability?” To answer this question you might ask yourself:  How often should my sales people be in front of customers?  How much of their activities should they document? If your answers are:  “as often as possible” and “everything […]

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