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CRM Is Your Sales Assembly Line
Do you need help picturing how CRM supports your work process and sales objectives? Think of the sales and marketing department as an order factory, and CRM as the assembly…
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Link Teams Chats to Dynamics 365 Customer Records
Collaboration tools are huge nowadays. Most customers I speak with use Microsoft Teams and are looking for smart ways to incorporate it into their work process. They are happy to…
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Can We Do Email Marketing In Dynamics 365 for Sales?
I work with many people either considering Dynamics 365 or new to Dynamics 365. These people often ask about the nature of native email functionality. One of the most common…
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Dyn365Pros Careers: Microsoft Dynamics 365 Customer Engagement/CRM Functional Consultant
Dyn365Pros is one of the original boutique Microsoft Dynamics partners that provides consulting services to implement, support, and manage Microsoft Dynamics solutions. We design, implement and maintain scalable Microsoft solutions…
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Migrating Legacy Data to a New CRM
Every organization migrating to a new CRM needs to make decisions around data migration. The central question is, how much legacy data should get moved to the new system? Easy…
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Dynamics 365 to SharePoint Integration for Sales Users
You are a Dynamics 365 online sales user. You want to quickly and easily store and access files related to sales opportunities, accounts, quotes, contacts, etc. It could be a…
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Software and the Sunk Cost Trap
The sunk cost trap is the tendency to cling to past investments that don't make sense anymore. This phenomenon often occurs when businesses need to modernize their systems. And it…
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Redux: Formatting Basic Email Templates in Dynamics 365 for Sales
I posted a blog about Dynamics 365 email templates back in 2018. At that time, the tool in Dynamics was OK for sending emails that included simple text, personalization and…
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Dynamics 365 Field Service: Prerequisites to Converting Cases to Work Orders
Converting Customer Services Cases to Field Service Work Orders is a fundamental process in Dynamics 365 Field Service. The "Convert To Work Order" button is front and center in the…