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How to Choose the Best CRM for Manufacturing

Manufacturing companies have their own unique perspective on the best value that a CRM system can provide.  Even (or especially) in these days of COVID-19, accurately predicting demand for each product takes on a different importance ...

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  • 14 Oct
  • CRM Expert
  • CRM
  •  0 Comments
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Microsoft announces name changes for 365 Business Plans

They say, “what’s in a name”? Well, a lot actually! If you are a parent, you will know how agonizing it can be to give your new baby the right name. You can’t give them something they’ll be made fun of… or will offend anyone… or has ...

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  • 17 Apr
  • CRM Expert
  • Uncategorized
  •  0 Comments
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Dynamics 365 Unified Interface – Where did my Arrows Go!?

Many of you by now will be aware that Dynamics 365 Unified Interface (UI) is not only here, it will be everywhere by October 2020. At that time, all Dynamics 365 CE (Customer Engagement) subscribers will be automatically upgraded to ...

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  • 10 Apr
  • CRM Expert
  • Uncategorized
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Yes… COVID-19 will be here for a while

In my last post, I wondered out loud what our “new normal” might look like after the COVID-19 Crisis has passed. However, it occurred to me this week that I was getting way ahead of myself. We currently have a different “new normal” to ...

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  • 30 Mar
  • CRM Expert
  • Uncategorized
  •  0 Comments
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What will happen AFTER the COVID-19 crisis?

Right now, we are all (understandably!) focused on protecting our loved ones, fighting the spread of the virus, and dealing with the immediate fallout in our jobs, businesses, and communities. BUT when life starts to return to normal, ...

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  • 23 Mar
  • CRM Expert
  • Uncategorized
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Managing holiday schedule in Dynamics Section: CASES

Admin Level Needed: System Administrator Pre-Requisites: Setup Holiday Calendar In this blog, we will cover how to use Customer Service Schedules & Holiday Schedules with the Service Level Agreement.  Avoid having your service ...

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  • 10 Dec
  • CRM Expert
  • Uncategorized
  •  0 Comments
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Map Options in Dynamics 365

What are My Mapping Options in Dynamics 365? There are 3 general map options in Dynamics 365: Bing Map, Google Maps Standard, and Google Maps Premium. In this blog post, we will look at all pros and cons of each feature. Mapping ...

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  • 21 Apr
  • Dominic Systems
  • Tools
  •  0 Comments
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  • CRM , Dynamics , Map

“C”apture “R”elationships that “M”atter

“C”apture “R”elationships that “M”atter It’s a New Year and time for a new spin on CRM! Customer relationship management or CRM is a term used to discuss company’s strategies to help understand and address client’s needs. It is a ...

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  • 20 Dec
  • Dominic Systems
  • CRM
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What’s New in Dynamics 365

Dynamics 365 – What’s New? As of the December 2016 update for Dynamics 365 (online and on-premises), Dynamics CRM functionality is now included as a part of Dynamics 365, a suite of intelligent business applications. Now included are ...

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  • 20 Dec
  • Dominic Systems
  • CRM
  •  1

Best Use of Activities & Notes

Activities & Notes – Flexibility Comes at a Price Dynamics 365 is an incredibly flexible solution providing users with many options but flexibility can come at a price. Sometimes less is more… Best Practices for ...

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  • 20 Dec
  • Dominic Systems
  • CRM
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  • Recent Posts

    • How to Choose the Best CRM for Manufacturing October 14, 2020
    • Microsoft announces name changes for 365 Business Plans April 17, 2020
    • Dynamics 365 Unified Interface – Where did my Arrows Go!? April 10, 2020
    • Yes… COVID-19 will be here for a while March 30, 2020
    • What will happen AFTER the COVID-19 crisis? March 23, 2020
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