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Quick Tip: It’s time to schedule your Dynamics 365 July 2017 update

Quick Tip: It’s time to schedule your Dynamics 365 July 2017 update

by Brian Begley | Jan 16, 2018 | Dynamics 365 CRM QuickTips, Dynamics 365 Fundamentals, Microsoft Dynamics 365

Quick Tip: It’s time to schedule your Dynamics 365 July 2017 update It has been a long time coming for existing Dynamics 365 customers, but at long last, you can schedule your update to Dynamics 365 July 2017 update (Yes JULY 2017 Update!). Scheduling your...
Autumn is here, so it’s time to upgrade to Pumpkin Spice CRM

Autumn is here, so it’s time to upgrade to Pumpkin Spice CRM

by Brian Begley | Sep 19, 2017 | Dynamics 365 CRM QuickTips, enCloud9, Microsoft Dynamics 365, Microsoft Dynamics CRM

Multiple account Salesperson scenarios in Dynamics 365

Multiple account Salesperson scenarios in Dynamics 365

by Brian Begley | Aug 31, 2017 | Dynamics 365 CRM QuickTips, Dynamics 365 Fundamentals, enCloud9, Microsoft Dynamics 365, Microsoft Dynamics CRM

Multiple account Salesperson scenarios in Dynamics 365 Here is an issue we recently faced with a client who has multiple salespeople in multiple business lines, and there is always the possibility that multiple salespeople would want to claim ownership of the account....
Is it a lead? Or an opportunity? (Part 1)

Is it a lead? Or an opportunity? (Part 1)

by Brian Begley | Jun 13, 2017 | Dynamics 365 CRM QuickTips, enCloud9, Microsoft Dynamics 365, Microsoft Dynamics CRM

One of the most common questions we face when working with new clients implementing Dynamics 365 is -“What is a Lead?” The next question then is always – then” what is an Opportunity.” and then the final question is – “Well,...
Quick Update on Dynamics 365 Plan Name Changes

Quick Update on Dynamics 365 Plan Name Changes

by Brian Begley | Jun 7, 2017 | Dynamics 365 CRM QuickTips, Microsoft Dynamics 365

As Microsoft tends to do whenever June rolls around, they start making numerous changes to product names, prices and offerings. All coinciding with Microsoft’s fiscal year end and the expected release of the July Edition of Dynamics 365, Microsoft is changing...
Does your company need a Dynamics 365 CRM administrator?

Does your company need a Dynamics 365 CRM administrator?

by Brian Begley | Jun 6, 2017 | Dynamics 365 CRM QuickTips, enCloud9, Microsoft Dynamics 365, Microsoft Dynamics CRM

What is a Dynamics 365 CRM administrator? Before you can think about whether your business needs a CRM administrator, the role of a CRM administrator needs to be defined. Basically, a CRM administrator is responsible for bridging the gap between a company’s  CRM...
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