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 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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Read more about the article Qualifying Leads in Microsoft Dynamics 365 – Options for Related Records
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Qualifying Leads in Microsoft Dynamics 365 – Options for Related Records

  Microsoft Dynamics 365 2019 Wave 2 brought back a feature that went away with the upgrade from CRM 2011. When you qualify a lead, once again you have options…

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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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5 Keys to a Successful Dynamics CRM Discovery Session

Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. But there is also some work the client can do to ensure a positive result. Clients can help ensure a successful implementation by paying attention to these 5 keys to a successful Microsoft Dynamics CRM Discovery Session. (more…)

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