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Looking for a CRM solution in 2020? Microsoft have put a CRM deal on the table (until June)

Looking for a CRM solution in 2020? Microsoft have put a CRM deal on the table (until June)

Jason Tromans Dynamics 365 CRM 06 February 2020
Reading time: 2 - 4 minutes

Are you looking for a CRM solution in 2020? Sales Professional fundamentally allows a sales and customer service operative to manage accounts and revenue opportunities in a central place.

Read more …
Do you need a Knowledge Base within Dynamics 365 Customer Service?

Do you need a Knowledge Base within Dynamics 365 Customer Service?

Kelly Dynamics 365 CRM 03 February 2020
Reading time: 3 - 5 minutes

One of the questions we get asked a lot about is whether a Knowledge Base within Dynamics 365 Customer Service would benefit an organisation, so let’s have a look at the pros and cons!

Read more …
The future of Customer Service with Bots and Live Chat

The future of Customer Service with Bots and Live Chat

Kelly Dynamics 365 CRM 27 January 2020
Reading time: 3 - 6 minutes

Moving into the future of Customer Service, can you tell the difference in traditional support help desk, automated bots and live chat?

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Hiding multiple fields with JavaScript in business process flows

Hiding multiple fields with JavaScript in business process flows

Jon Evans Dynamics 365 CRM 06 January 2020
Reading time: 2 - 3 minutes

We recently had a request from a client to modify their business process flow and it seemed worthwhile to share our experience and the lessons learned in this scenario.

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The new Business Card Scanner in Dynamics 365 CRM

The new Business Card Scanner in Dynamics 365 CRM

Kelly Dynamics 365 CRM 17 December 2019
Reading time: 1 - 2 minutes

A brand-new function called Business Card Scanner is now available to everybody via the mobile app, following the roll-out of Microsoft Dynamics 365 October Wave 2.

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Managing permissions in Dynamics 365 CRM through ‘Append and Append To’

Managing permissions in Dynamics 365 CRM through ‘Append and Append To’

Jon Evans Dynamics 365 CRM 09 December 2019
Reading time: 2 - 3 minutes

When you’re editing security roles, you’re often presented with Append and Append To and, even after working in this industry for many years, I still have to think about which one I should use when setting up a relationship.

Read more …
Samples in Dynamics 365 CRM

Samples in Dynamics 365 CRM

Jon Evans Dynamics 365 CRM 12 November 2019
Reading time: 2 - 4 minutes

I’ve previously written blog posts about some standard functions that aren’t in Dynamics 365, which could be of use to Manufacturing & Distribution markets, such as non-conformance. Samples is another topic of discussion I think you’ll like… 

Read more …
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