Read more about the article Microsoft’s Stripped-Down Dynamics 365 Mobile App
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Microsoft’s Stripped-Down Dynamics 365 Mobile App

I don’t think I’ve met a salesperson that didn’t want an faster way to update CRM from the road. When you’re rushing to and from meetings, airports, conference sessions, etc.,…

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Read more about the article Microsoft Dynamics 365 Setup – Personal Options
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Microsoft Dynamics 365 Setup – Personal Options

When logging into Microsoft Dynamics 365 as a new user, there are a few basic and helpful personal options we recommend changing. This is not at all technical. User-level stuff…

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Read more about the article Microsoft Dynamics 365 Setup – Creating, Modifying, and Sharing Personal Views
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Microsoft Dynamics 365 Setup – Creating, Modifying, and Sharing Personal Views

Personal Views are extremely important to collaborating and using Dynamics 365 data. This is a pretty straightforward feature to work with, and easy enough for all users (even non-admins) to…

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Read more about the article Sun Valley Solar Solutions Case Study: Transforming CRM Data to Business Intelligence
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Sun Valley Solar Solutions Case Study: Transforming CRM Data to Business Intelligence

Sun Valley Solar Solutions helps Arizona’s home and business owners turn the state’s most abundant natural resource—sunlight—into immediate cost savings and a cleaner world. The Chandler, AZ company has earned…

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Read more about the article Microsoft Dynamics 365 Business Card Scanner on Mobile
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Microsoft Dynamics 365 Business Card Scanner on Mobile

Microsoft introduced a business card reader into Dynamics 365. First of all, it's pretty easy to use. With your Dynamics 365 App (I'm using the Sales Hub on an Android…

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Read more about the article Microsoft Dynamics 365 for Sales Click-To-Dial
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Microsoft Dynamics 365 for Sales Click-To-Dial

I discovered a new feature in Dynamics 365 for Sales–native click-to-dial functionality. Click-to-dial is an oft-requested feature among sales users, more so among the customer service users. For this blog,…

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