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It is no surprise that one of Microsoft’s most popular products among professionals is Microsoft Office 365. When I say popular, I am referring to the 200 million users to be exact. Regardless of the industry, your customers probably rely on Office as their go-to-solution for communications, collaboration, and more. Even though they may deem themselves as Office pros, it is up to you to show them the power of adding Dynamics 365 Sales to...

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Analysis reports in Dynamics 365 are custom reports based on records of your posted transactions. Sales managers can analyze turnover and KPIs, whereas purchasers can study volumes and pricing. Within these customizable reports, the source data can be combined, compared, and presented in meaningful user-defined ways. This blog post will explain how to set up line and column layouts, how to set up analysis templates, and how to create a new sales analysis report in...

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The more I get to work with Microsoft Power Automate (RIP Flow), the more impressed I am. Power Automate’s ability to create and move data in a way that would traditionally require a developer is going to make a huge impact. For now, Power Automate is going to be dependent on developers for some of D365’s more complex functionality (such as calling actions and executing retrieve multiples). Still, there’s plenty that power users can do now with Power Automate that they wouldn’t have been able to prior to Power Automate. ...

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If you haven’t heard the news, Salesforce officially named Microsoft Azure as its public cloud provider for their Marketing Cloud. The corporation feels that the integration between Salesforce Sales, Service Cloud, and Microsoft Teams will help customers scale and boost employee productivity. “In a world where every company is becoming a digital company, we want to enable every customer and partner to build experiences on our leading platforms,” said Satya Nadella, CEO of Microsoft. “By...

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There are fundamental changes happening across the selling landscape. Several are driven by the effects of Business to Business (B2B) customer experiences as everyday consumers. Retailers have provided their customers with a personalized and immersive online experience. This adds value to their B2B relationships. As a result, consumers shopping for goods and services will continue to experience pleasant and fresh interactions from the highly customized offers and recommendations. They will also experience agreeable channels to...

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It’s no surprise that the Microsoft Dynamics 365 Release Wave 2 Plan enhances artificial intelligence capabilities across all platforms to assist organizations with the acceleration of their business in several ways. Not only is AI being integrated into all applications, but mixed reality is improving employee productivity as well. Microsoft also mentioned that this plan will focus on availability in more regions, meaningful conversations, and enhanced privacy. The key investment areas that Microsoft has been...

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Many people have reached out and asked about better ways to manage their marketing automation efforts in ClickDimensions. The following is a compilation of the 5 best practices that all ClickDimensions stakeholders should be thinking about on a regular basis. 1. Creating Great HTML for email marketing takes more than just knowing the code It’s important to never create HTML as complex as you would for a webpage when designing your email content. This is due...

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Most companies reach a point when it’s time to implement a Customer Relationship Management (CRM) system. When this time comes, you want your business to grow in the right direction. That means you want to have a strong, yet user-friendly CRM system. It can be difficult to decide. CRM is the fastest-growing type of business software because it’s a major asset to any company. As Dynamics 365 is closing the gap between Salesforce in the...

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If your business is growing and ready to take on more opportunities, Dynamics NAV can help. An easily adaptable enterprise resource planning (ERP) solution helps small and medium-sized businesses automate and connect their sales, purchasing, operations, accounting, and inventory management. Microsoft Dynamics NAV and Dynamics 365 is the complete solution that will deliver the business management toolkit that enables growth, creates efficiencies and allows your team to achieve more. It is trusted worldwide, is familiar and...

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