Artificial Intelligence Improving Life for Sales and Marketing

Workflows are a great way for sales and marketing people to automate simple, repetitive tasks. Microsoft Power Automate flows (workflows) connect separate apps and data sets, so something you do…

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Read more about the article InoLink: QuickBooks to Dynamics 365 Sales Integration
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InoLink: QuickBooks to Dynamics 365 Sales Integration

Dyn365Pros implements and supports Dynamics 365 Customer Engagement (CRM). Seventy percent of customers, at some point, call us with questions about integrating CRM with their accounting or finance solutions. Synchronizing…

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Read more about the article Microsoft Power BI – CRM/ERP Integration on 33¢ a Day
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Microsoft Power BI – CRM/ERP Integration on 33¢ a Day

  We talk to a lot of organizations evaluating CRM systems. The topic of integration comes up a lot. Integrating CRM with a separate ERP solution can be a project…

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Read more about the article Qualifying Leads in Microsoft Dynamics 365 – Options for Related Records
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Qualifying Leads in Microsoft Dynamics 365 – Options for Related Records

  Microsoft Dynamics 365 2019 Wave 2 brought back a feature that went away with the upgrade from CRM 2011. When you qualify a lead, once again you have options…

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Read more about the article Dynamics 365 with Power BI: Transforming Dates in Your Sales Pipeline
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Dynamics 365 with Power BI: Transforming Dates in Your Sales Pipeline

Microsoft Dynamics 365 is a robust tool with excellent reporting capabilities. Using Microsoft Dynamics 365 with Power BI as a supplemental reporting tool using your (well maintained) Dynamics 365 data…

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Read more about the article Use Organization Insights to Diagnose Microsoft Dynamics 365 Storage Issues
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Use Organization Insights to Diagnose Microsoft Dynamics 365 Storage Issues

Where did all that data come from? A funny thing happened to our Microsoft Dynamics 365. We started receiving alerts that we'd exceeded our storage limit. Our tenant was at…

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Read more about the article Track Time Users Spend in the Stages of Dynamics 365 Business Process Flows
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Track Time Users Spend in the Stages of Dynamics 365 Business Process Flows

A client of ours needed to analyze information about the duration of time users spent in the various stages of their Dynamics 365 Lead-to-Opportunity business process. Searching on the web…

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Read more about the article Dynamics 365 Multi-Select Option Sets, I Like Them But
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Dynamics 365 Multi-Select Option Sets, I Like Them But

Back in the ‘good old days’ (version 4.0 ?) if you wanted a multi-select option set on your Dynamics CRM form, you could simulate one using jscript. There were a…

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