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 Dynamics 365 with Power BI: Conditional Sales Pipeline Forecasts
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Dynamics 365 with Power BI: Conditional Sales Pipeline Forecasts

One way Power BI makes an admin's or data analyst's life easier is by providing an alternative to having to deal with DAX expressions. We'll demonstrate by creating a basic…

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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 Sales Collaboration Using Microsoft Dynamics 365 and Teams
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Sales Collaboration Using Microsoft Dynamics 365 and Teams

Kudos to whoever is running the Microsoft Teams team. Teams is really taking off. Everyone in the partner community that I’ve talked to that is using it is pumped up…

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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 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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