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Speak CRM Fluently: A Guide to Understanding CRM Terminology

Speak CRM Fluently: A Guide to Understanding CRM Terminology

Aug 15, 2023 | Microsoft Dynamics 365

Have you ever wondered about a business’s most crucial asset? There are various perspectives on this question, but the undeniable truth is that customers are the lifeblood of any enterprise. Without customers, a business simply cannot thrive. So, how can you...
Eliminate the Guesswork with Sales Forecasting: Part 1

Eliminate the Guesswork with Sales Forecasting: Part 1

Jun 1, 2023 | Digital Transformation, Dynamics 365 Sales, Microsoft Dynamics 365, New Features in Dynamics 365, Webinars

Stop the Guesswork: Mastering Sales Forecasting in 2023! Accurate revenue prediction stands as a cornerstone of effective business management, delivering the power to strategize with precision, allocate resources optimally, make well-informed decisions, master...
Dynamics 365 Tips and Tricks – Use PCF controls

Dynamics 365 Tips and Tricks – Use PCF controls

Nov 17, 2022 | Microsoft Dynamics 365, Power Apps, Power Platform

If you customize Dynamics 365 or model driven Power Apps, you should use PCF controls to surface data or simplify data entry. Here are a few of our favorites… What are PCF controls? Let’s start with defining PCF controls. PCF stands for PowerApps Component...
Forgotten Features of Dynamics 365 -Part 5 – Take Your Business to Another Level with Territory Management in Dynamics 365

Forgotten Features of Dynamics 365 -Part 5 – Take Your Business to Another Level with Territory Management in Dynamics 365

Aug 17, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365, Microsoft Dynamics 365

One of the most overlooked yet powerful features of Dynamics 365 CE is Territory Management. Territory Management is available in Sales, Customer Service, Field Service, Project service Automation, and Marketing. This blog is part 5 of our series on Forgotten Features...
6 Keys to a Successful Dynamics 365 Implementation

6 Keys to a Successful Dynamics 365 Implementation

May 17, 2022 | Digital Transformation, Dynamics 365 implementation, Microsoft Dynamics 365

Our ten years of experience with Dynamics 365 implementation reveal six key steps for success. Discover how to boost productivity, improve relationships, and drive growth. 6 Keys to a successful Dynamics 365 implementation Choose your Champion Make a plan Start...
Modern Advanced Find – a new way to Query

Modern Advanced Find – a new way to Query

Apr 27, 2022 | Microsoft Dynamics 365, New Features in Dynamics 365, News and Updates

It has been years since Advanced Find underwent a major update; many Dynamics 365 users are excited to see the changes. Advanced Find is the powerful query tool built into Dynamics 365 CE. Dynamics 365 users used Advanced Find for decades to easily customize system...
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