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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 ‘massachusetts microsoft dynamics crm partner’

13 Features Being Removed From Future Releases of Dynamics 365

Normally we hear about all the great new features being added to Microsoft Dynamics 365. But you also need to be aware of the features and capabilities that are being deprecated Technically "to deprecate" means "to express disapproval of (something)". In the software world, it means something that is “usable but regarded as obsolete and best […]

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Pros and Cons of LinkedIn Sales Navigator for Dynamics 365 Users

Are you a LinkedIn user? Do you use it as a lead generation tool? I recently attended a session on the LinkedIn Sales Navigator. This is different from Insights and the LinkedIn Application for Talent. This is the tool targeted towards salespeople to mine their LinkedIn channel for potential leads. Based on my experience as […]

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How We Have Seen Digital Transformation Impact Three Clients

Digital transformation refers to the introduction of technology into your business processes to help your team work smarter, not harder. We’ve seen companies evolve into paperless offices with better organization of documents, centralized security and the automation of certain processes to reduce costs and improve productivity. We’ve also see how better communication technology, for instance […]

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Dynamics CRM Tip: Unable to Create or Resolve Cases?

By Byron C. Law, Crowe Horwath Creating and resolving “cases” in Dynamics CRM is very important for customer service and support teams. So if you get an error code when you are trying to create or resolve cases, it can slow down productivity. A client presented an issue where they were unable to create or […]

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20 Findings from a Microsoft Dynamics 365 Upgrade Audit

Our client, let’s call it ACME Inc., wanted to upgrade Microsoft Dynamics CRM 2011 to Microsoft Dynamics 365 and SharePoint 2010 to SharePoint 2016. What is the first step? Crowe’s implementation methodology always starts with an analysis phase, especially when it comes to CRM version upgrades. With CRM version upgrades our analysis phase comes in the […]

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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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How Do Crowe CRM Consultants Sharpen Their Skill Set?

How often do you feel that you have time to learn something new? It is hard to juggle learning new things in addition to managing your current workload. Any Microsoft Partner that is worth their salt is going to be busy, right? Maintaining happy customers is a lot of work. Then you add all the […]

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4 Insider Tips to Save Money on Microsoft Dynamics CRM Training

What is the most effective way to get trained on Microsoft Dynamics CRM without breaking the budget? Microsoft Dynamics CRM (now Microsoft Dynamics 365) users are presented with many options when it comes to training. Based on a few decades of experience in this area, here are my recommendation on how to get the best […]

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Project Management Tip: Our Secret to Running Successful Dynamics CRM Implementations

I believe it was Socrates who said, “Employ your time in improving yourself.” Truthfully, we should look for ways to improve not only ourselves but also our processes. At our company this means looking for ways to improve the way we deliver Microsoft Dynamics CRM projects to our clients. Every project is managed using our […]

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Why I Am Confident We Can Provide Fixed Fee Dynamics CRM Implementations

We provide Fixed Fee Dynamics CRM implementations. No gimmicks, No Games. After more than a decade of experience with numerous and complicated CRM projects, we have developed a successful system for providing fixed fee Dynamics CRM Implementations. Here’s how it works: Part 1: Discovery Process (Free) We take the time to go through a brief […]

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