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 A New CRM? Have Your Kumbaya Moment First.
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Implementing A New CRM? Have Your Kumbaya Moment First.

Want long-term success when you’re implementing Dynamics 365 for Sales, or any CRM for that matter? Get buy-in from your Sales team up front. I’ve seen organizations discount or outright…

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Read more about the article Dynamics 365 is an Onion – 3 Reasons to Take a Bite Now
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Dynamics 365 is an Onion – 3 Reasons to Take a Bite Now

Yes, Dynamics 365 is an onion. I just keep peeling back the layers of this onion called Dynamics 365 and each time, I am more impressed. Even looks like an onion…

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Read more about the article Dynamics 365 Enterprise Edition Sales — Customer Insights
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Dynamics 365 Enterprise Edition Sales — Customer Insights

One of the biggest challenges in achieving adoption of a Customer Engagement system like Dynamics 365 Enterprise for Sales is getting sellers excited about what the system can do for…

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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 Microsoft Dynamics 365 Relationship Insights
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Microsoft Dynamics 365 Relationship Insights

  Microsoft rolled out a new feature set in Dynamics 365 and Dynamics CRM dubbed Microsoft Dynamics 365 Relationship Insights. Relationship Insights mines all the sales related data stored in CRM…

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Read more about the article Microsoft Dynamics 365 – Simple Steps for Importing Leads and Contacts
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Microsoft Dynamics 365 – Simple Steps for Importing Leads and Contacts

 

Here’s a pretty easy task for sales professionals using Microsoft Dynamics 365. You’re probably interested in importing Leads and Contacts for the purpose of email nurturing or cold calling. This process is not too difficult, so I’m going to show you how it’s done. (more…)

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