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The enormous rush to measure sales and customer satisfaction has cultivated a suite of new tools and technologies for data-driven businesses like yours. But nothing quite hit the spot like Microsoft Dynamics 365 Customer Engagement, which packages four tracking apps into a single hub for unprecedented sales insights. Microsoft Dynamics 365 Customer Engagement (CE) is so much more than another analytics platform for sales. For most users, it’s a necessity. Without it, companies can’t track sales and customer satisfaction...

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There is no underestimating the complexity of a Dynamics 365 implementation. These projects can easily become high stakes for your company, with major and painful delays occurring along the way. As certified consultants and D365 experts, our thorough planning and implementation process will ensure that doesn’t happen. We make projects low-risk, simplifying and streamlining every step to help your team go live faster. With hundreds of successful projects, we know what to look for and...

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No other CRM system on the planet has the scope, scalability, and speed of Microsoft Dynamics 365 Customer Engagement CE. But, like any software, you’ll want to make changes or ‘tinker’ with the system for better performance, productivity, and profitability. Using Customer Engagement CE straight out the box is great, but implementing the platform in a way that suits your team optimizes customer engagement even further. As a result, you benefit from: Better customer segmentation Improved customer...

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As a business owner or software consultant, you need to think long-term when adding a new customer relationship management (CRM) system to your tech stack. Is the CRM worth the investment? How much return will you generate? If the answers to the questions are “no” and “not much,” integration isn’t worth the money or hassle. That’s because incorporating a new CRM like Microsoft Dynamics Customer Engagement (CE) into your organization, then migrating over all of your data,...

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Carpenters need tools. Sales teams need software. In ever-complex sales environments, your organization requires the latest technologies to prosper leads, take action from insights, and build customer relationships. Legacy programs won’t cut it. You need software that develops as fast as your sales team does. The great thing about Microsoft Dynamics 365 Sales is that it continually evolves, with new features added at least twice a year. Microsoft calls these upgrades “waves.” And it’s a time for...

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From prospects and potential customers to current customers and even consultants, many people have been looking for a list of the built-in reports in Microsoft Dynamics 365 Business Central. Some have found it. Some have even posted about how to get to them. However, we’ve taken the time to compile it into a list form for you. We have heard your cries of frustration and anger at the lack of a simplified list of all...

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The coronavirus crisis has had an unparalleled impact on the rental market. As the economy stutters, property managers need a reliable, robust customer relationship management (CRM) solution that facilitates real estate maintenance at this difficult time. Going forward, managers should bridge the gap between homeowners and tenants more effectively with modern CRM property management software. Spreadsheets and legacy systems just won’t provide the same results. It’s that simple. Not all CRMs are the same. They never...

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As your real estate business grows, you’ll need a CRM solution to manage client interactions. You need to keep track of whom, when, how, and why to contact. Knowing whom to contact, when to contact, when you last contacted, and how to contact are basic details that go a long way to fostering favorable relationships with your customers. In the past, businesses relied on disorganized notes and memory. There’s a simpler solution today. A CRM (or customer relationship management) system presents a simplified...

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Companies that want to succeed in today’s business climate know they need software solutions that will give them an edge over their competition. Customer relationship management (CRM) is a must to track business activities, provide accurate reporting and project future growth. In the construction industry, keeping projects on-time and on-budget is the key to success – and you need a software company that understands this business model. Giving your company the advantage requires a platform...

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As a business owner, leadership team member, or IT director at a telecommunications provider, you’re always looking for ways to grow and serve your customers more effectively. Excel spreadsheets or old, expensive-to-maintain server-based systems just won’t cut it anymore. The need for a modern solution has been identified. What’s next? There are a host of software platforms and partners available to choose from. What makes Dynamic Consultants Group stand out is its history of working...

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