May 17, 2022
242 Views

Why Sales Teams Do Not Use your CRM & Strategies for Changing Behavior

Introduction:  Customer Relationship Management (CRM) is an organizational necessity for most modern enterprises. However, organizations are not getting the expected ROI from these critical [···]

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June 16, 2020
7458 Views

OOB Modal Dialogs in Dynamics 365 Form

There are many new features added in Dynamics 365 2020 release. One of those is being able to open forms (Entity Record, Entity List [···]

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April 21, 2017
1789 Views

How to resolve download screen popups after installing Outlook Add-on for Dynamics 365

Problem  If you recently upgraded to Dynamics 365 or Deployed a new Dynamics 365 Application, and you are using Dynamics 365 for Outlook Add [···]

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January 19, 2017
3020 Views

Five Reasons Why Dynamics 365 is the Ideal Tool For Merger and Acquisition Management

Long gone are the days when a handshake and abacus were the preferred tools of deal making. In today’s go-go business environment, mergers and [···]

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December 08, 2016
1531 Views

Three Ways that CRM Can Boost Brand Loyalty

Customer loyalty, these days, is almost as much of an oxymoron as “military intelligence,” or “jumbo shrimp.”

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November 23, 2016
1581 Views

Five myths about CRM

Someone out there who is reading this blog is still using Microsoft Excel in their organization to manage their customers. You know who you [···]

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March 23, 2015
1106 Views

Notes from Microsoft Convergence 2015

I just returned from Convergence and while it was fresh in my mind, I decided to write a blog post on the event.  For [···]

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