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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 Illinois (IL) 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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Why Associations Need Microsoft Dynamics CRM to Manage Their Members

Most associations do not have “customers”, so do they need Customer Relationship Management?  Crestwood Associates and Microsoft Dynamics CRM believe they do.  Microsoft had an accelerator (add-on to Microsoft Dynamics CRM) built to specifically help associations; it's called Event Management.   Because of Chicago’s central location and access to airports and highways, many associations are headquartered in […]

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Microsoft Dynamics CRM: Sell Your Product Out Of The Box

While we know Microsoft Dynamics CRM/xRM offers incredible flexibility to enable it to be modified to fit basically any application or industry. Here is a question: What industry could be seen as the best fit for Dynamics CRM right out of the box? Based on the functionality included within the system, Dynamics CRM could be […]

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12 Questions Every CRM Buyer Should Be Prepared to Answer In the First Meeting With a Microsoft Partner

If you are considering purchasing a CRM software system, such as Microsoft Dynamics CRM, one of the first questions YOU will ask of your software partner is: How much does CRM software cost? But in order to give you that info, the Dynamics CRM software expert will need to ask several of his own questions […]

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