Read more about the article Get More Out of Dynamics 365 Search
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Get More Out of Dynamics 365 Search

Would you like to get more out of Dynamics 365 search? Sure, you know the basics. Who could argue that ‘Quick Find’ is an invaluable tool for getting to the…

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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 Customizing Dynamics 365 Forms Part 2 – An Opportunistic Example
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Customizing Dynamics 365 Forms Part 2 – An Opportunistic Example

In the first Elements of Style post regarding how to customize Dynamics 365 forms, I talked about developing your own style and preferences in form design so that you have one…

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Read more about the article Customizing Dynamics 365 Forms Part 1 – What are Your Elements of Style?
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Customizing Dynamics 365 Forms Part 1 – What are Your Elements of Style?

  When you are customizing Dynamics 365  forms -- what are your Elements of Style? Back in the days even before there were pocket-sized calculators, in my high school you could identify…

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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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