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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 ‘microsoft dynamics 365’

Functional Task Force and Reverse Training – Redefine Your Role in YOUR CRM Implementation

A CRM project will certainly fail if it does not receive the full support of those who will ultimately benefit from it…..the users. Call it user adoption or company buy-in but without it, your CRM implementation will feel like an up hill battle and ultimately will be a huge waste of money. With it, you […]

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See the Power of ClickDimensions Campaign Automation

It’s not often that an attendee describes what they are viewing as “Jaw dropping” but that happened to us last Thursday while walking through a demo of ClickDimensions Campaign Automation at Microsoft Marketing Surestep Office hours Content We started off by talking about what marketing automation is and why it is so important in today’s market. We discussed some of […]

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Opportunity Grid Accelerator for Dynamics 365

Creating a sales opportunity or quote in Microsoft Dynamics 365 that covers multiple product lines can prove time-consuming. That's because interface controls force sales users to select individual products. If an opportunity consists of six different products, a sales user will repeat six different searches to select these items. For sales professionals who create multi-line quotes this is […]

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Marketing Automation for Dynamics 365

Webinar: How to Select a Marketing Automation Solution for Microsoft Dynamics 365 There's still time to register for this educational webinar on How to Select a Marketing Automation Solution for Microsoft Dynamics 365. Join us on Thursday, April 25 in this collaboration between enCloud9 Social CRM Consultants and ClickDimensions. In this fast-paced webinar, we will provide […]

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CRM Experts Answer The Question – What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is being called a “game changer” and “the next generation of intelligent business applications.” But with all the different options, many people are still a bit unclear and ask, “But Really… What is Microsoft Dynamics 365?” Is it ERP? Is it CRM? And how does it compare with the Microsoft Dynamics solutions that […]

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Six reasons why Dynamics 365 is better than Salesforce for enterprise companies

The CRM field is shifting and Salesforce is no longer the only player in the game. In fact, many people today are suggesting that Microsoft Dynamics 365 is better than Salesforce, especially for enterprise-sized companies. Here are six reasons why Microsoft Dynamics 365 is better than Salesforce for enterprise companies. #1: Development Flexibility Dynamics 365 […]

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How an embedded PowerApp enables faster sales quoting

Creating sales opportunity in Dynamics 365 which involve multiple products can prove repetitive and time-consuming. That's because default controls force users to select one product at a time. For busy sales professionals creating multi-line quotes this is a drawn-out process. Thanks to the Microsoft Power Platform, flexible solutions have emerged to save time and create […]

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Microsoft Dynamics 365 – Expand customer insights, collaboration, and analytics

Webinar (Thursday) 12/20/18: New Microsoft Dynamics 365 capabilities - Expand customer insights, collaboration, and analytics. Join Crowe to find out more about Playbooks, LinkedIn insights, Microsoft Teams integration, Relationship assistant and other new Dynamics 365 capabilities!

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7 Characteristics of a Successful Ongoing CRM Implementation Mindset – Part 2

In our previous blog, we outlined the many changes that have affected the CRM industry, including ever changing customer and user expectations.  We stressed the importance for organizations to adopt a new mindset of continuous improvement and new approaches to managing their CRM technology and processes investments over time. But how can that actually be […]

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5 Real Life Examples of Companies That Solved the Manual Data Entry Challenge with Microsoft Dynamics 365

As a technology consultant, one of the most satisfying and rewarding aspects I get to enjoy is finding ways to improve the quality of (work) life for my clients. My client relationships typically start with clients sharing frustrations related to manual and duplicative data entry, the inability to find what they need, the time spent […]

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