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6 Keys to a Successful CRM Implementation

6 Keys to a Successful CRM Implementation

by Kristin Caniglia | May 17, 2022 | Digital Transformation, Dynamics 365 implementation, Microsoft Dynamics 365

Our ten years of experience of consulting with companies and implementing Dynamics 365 have shown that there are six keys to a successful CRM implementation. 6 Keys to a successful CRM implementation Choose your ChampionMake a planStart – Get started ASAPExplore...
Phase 2 – When CRM really makes an impact

Phase 2 – When CRM really makes an impact

by Brian Begley | May 10, 2022 | Digital Transformation, Dynamics 365 Sales, Microsoft Power Platform

Getting a CRM system live can be a struggle or it can be a focused project. But what happens next when you reach Go-Live? We call it Phase 2 Phase 2 (and its counterparts Phase 3, Phase 4 etc.) are all components of a successful continuous product development...
A Basic Sales Training Outline for Dynamics 365 Sales

A Basic Sales Training Outline for Dynamics 365 Sales

by Brian Begley | Jul 5, 2021 | Digital Skills, Digital Transformation, Dynamics 365 app for Outlook, Dynamics 365 Fundamentals, Sales Hub

I was looking out on the Microsoft Community site the other day and a question was asked about training docs for Dynamics 365 Sales. I put together the following outline and over the next few moths I plan on expanding to a fully annotated document with links to videos...
2020 Dynamics 365 Release Wave 2 Offers Hundreds of New Features

2020 Dynamics 365 Release Wave 2 Offers Hundreds of New Features

by Kristin Caniglia | Jul 9, 2020 | Digital Transformation, Microsoft Dynamics 365, New Features in Dynamics 365, News and Updates

2020 Dynamics 365 Release Wave 2 Offers Hundreds of New Features   Microsoft’s continues to invest in powering digital transformation to their customers and partners in the 2020 Dynamics 365 Release Yesterday, Microsoft published the 2020 Dynamics 365...
Eliminate the Guesswork with Sales Forecasting: Part 1

Eliminate the Guesswork with Sales Forecasting: Part 1

by Kristin Caniglia | Apr 9, 2020 | Business, Digital Transformation, Microsoft Dynamics 365, New Features in Dynamics 365, sales, Sales Hub, Webinars

New Power Platform Features Coming Soon

New Power Platform Features Coming Soon

by Kristin Caniglia | Jan 19, 2020 | Digital Transformation, Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Power Platform

New Power Platform Features Coming Soon DYNAMICS 365 RELEASE WAVE 1 AND EARLY ACCESS Power Platform fans will be excited to learn about the new capabilities coming to Microsoft’s Power Platform between April 2020 – September 2020. January 27, 2020 is the date set for...
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