Read more about the article Join Us at the Microsoft Business Applications Summit
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Join Us at the Microsoft Business Applications Summit

The Microsoft Business Applications Summit has quickly turned into one of the premier technical conferences for our platform, Dynamics 365. Several members of our consulting team will be attending the…

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Read more about the article Getting Started with Microsoft Dynamics 365 Voice of the Customer Surveys
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Getting Started with Microsoft Dynamics 365 Voice of the Customer Surveys

What do customers like best about your goods or services? What percentage are willing to buy from you again? What are critical areas that need to be improved? What are…

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Read more about the article Microsoft Dynamics CRM Mobile App
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Microsoft Dynamics CRM Mobile App


Like a lot of sellers, I’m at a desk much of the work day calling and emailing customers. As a result, I work primarily out of the browser-based version of Microsoft Dynamics CRM Online. Naturally I had loaded the free Microsoft Dynamics CRM Mobile App  (more…)

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Read more about the article Display Power BI Visualizations in Dynamics 365 Dashboards
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Display Power BI Visualizations in Dynamics 365 Dashboards

Power BI is as powerful as it sounds, and we now have the option to incorporate Power BI charts and data visualizations in Microsoft Dynamics 365 (and Dynamics CRM). Here’s how to do it. (more…)

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Read more about the article Get Ready for Microsoft Dynamics 365
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Get Ready for Microsoft Dynamics 365

There has never been a better time to be a Dynamics customer – new customer or existing customer. If you’re looking at Dynamics for the first time, you’re getting involved at an ideal time. Microsoft has created an ecosystem that allows you to deploy business applications that work great independently and seamlessly together. The Microsoft Dynamics 365 common data model makes it easy to add and deploy new functionality because it’s all made to work together from the get go. (more…)

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Read more about the article Dynamics 365 Transition – Part 2
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Dynamics 365 Transition – Part 2

In today’s blog post, I want to review the transition pricing for a small customer using a typical, small customer example. This transition from Dynamics CRM to Dynamics 365 can be as complex, or as easy, as you want to make it. This post will be longer than normal but the information is important.

Before I get into it, first, a few disclaimers… (more…)

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Read more about the article Dynamics 365 Transition – Part 1
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Dynamics 365 Transition – Part 1

As we approach closer to the transition from Dynamics CRM to Dynamics 365, I want to provide more information as to what you can expect as a Dynamics CRM customer.

If you are a client of ours, we will be hosting an informational webinar the 2nd week of November and you will receive an invitation. This webinar will provide general information, transition pricing, and options. After the webinar, we will have scheduled one-on-one discussions with the appropriate folks in your company to discuss your specific company options and our recommendations. Nothing needs to be done soon, although you can take advantage of these after Nov 1st if it makes sense for your business. Everything else will wait until your current subscription date renewal. (more…)

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Read more about the article Dynamics 365 and the CRM Customer
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Dynamics 365 and the CRM Customer

There is no better time to be a Dynamics customer than right now.

You may have heard by now that Microsoft took the wraps off their new Dynamics 365 initiative. No more Dynamics CRM, it is now Dynamics 365. With all the hype (deserved, I think) and additional functionality of Dynamics 365, combined with what would be the regular Dynamics CRM Online fall release cadence, I want to make sure our customers get the info they need.

First, if you are a current customer of ours reading this, take a deep breath. Please know we will be contacting you directly to schedule a road map discussion and provide you with your best options. Nothing has to be done right away and there are several options for you to choose from with different timelines. Deep breath, there is a ton of great new functionality coming your way. (more…)

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