Read more about the article How to Add Names to Microsoft Dynamics 365 Marketing Lists by Using Connections
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How to Add Names to Microsoft Dynamics 365 Marketing Lists by Using Connections

Microsoft Dynamics 365 does not allow us to import Marketing List Members directly. If you have existing Contacts or Leads you want to add to a marketing list, follow the…

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Read more about the article The Cloud is the Future — The Future is Now
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The Cloud is the Future — The Future is Now

"Cloud is the future." "Move to the cloud now or fall behind." "Digital transformation requires a move to the cloud." "Moving to the cloud saves you money." Businesses have been…

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Read more about the article Formatting Basic Email Templates in Dynamics 365
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Formatting Basic Email Templates in Dynamics 365

Just about every client we work with looks to use Dynamics 365 email templates. There's a lot of utility and flexibility to take advantage of with Dynamics 365 email templates. Formatting…

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Read more about the article New! Microsoft Dynamics 365 Version 9.0
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New! Microsoft Dynamics 365 Version 9.0

Microsoft releases 2 major updates to Dynamics 365 each year. The latest version, Microsoft Dynamics 365 version 9.0. offers many enhancements for Customer Engagement (Sales, Marketing, Service) users. The most…

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Read more about the article List Building in Microsoft Dynamics 365
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List Building in Microsoft Dynamics 365

List building presents challenges to both Salespeople and Marketers. This challenge can be solved using the Microsoft Dynamics 365 Sales App. Yes, you can perform your list building using tools…

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Read more about the article Closer Look – Microsoft Relationship Sales Solution
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Closer Look – Microsoft Relationship Sales Solution

Microsoft is very big on the value of building relationships in business. In addition to the release of Relationship Insights and Relationship Assistant, there is a new SKU called Microsoft…

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Read more about the article Working Safely on Public Networks
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Working Safely on Public Networks

Part of our practice and Dynamics 365 paradigm shift in general is based on a distributed workforce accessing remote or cloud-based solutions, on the go and in the field. To…

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Read more about the article Implementing Dynamics 365 for Sales? Have Your Kumbaya Moment First.
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Implementing Dynamics 365 for Sales? Have Your Kumbaya Moment First.

Want long-term success when you’re implementing Dynamics 365 for Sales? Get buy-in from your Sales team up front. I’ve seen organizations discount or outright dismiss the need to have input…

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