An introduction to Click Dimensions

Author: Chris Lightley  ClickDimensions is an email marketing platform built directly within Microsoft Dynamics 365. While primarily focused on email marketing, Click Dimensions also includes a host of other functionality including website analytics, social media tools and web forms & surveys.     By building their solution within Dynamics they have minimised issues and costs associated with integrations between systems and the syncing of data that goes with that. […]

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CRM Today: Build-your-own or buy Off-the-Shelf?

Introduction I must admit that in 2018, I feel a bit surprised that I am still writing about the choice between a bespoke or custom developed solution and the benefits of off-the-shelf CRM software. But for many companies with some technical software expertise, they have seen the choice as more complex than just choosing between […]

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Dynamics 365 April 2019 Update and What You Need to Know

Microsoft has published April 2019 release notes, a 315-page document that consists of the announcement of new features and enhancements for Dynamics 365 and Power Platforms. The new update which is set to be released between April and September 2019 is Microsoft’s continuous investment in capabilities to power digital transformation, from improving customer experience to […]

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CRM Trends to Watch in 2019

2018 was a very good year for CRM as we saw the rise in virtual assistants, social CRM, omnichannel technologies and AI-powered automated workflows. In 2019, there will be many new advances in CRM technology as more AI-powered assistants look to dominate the CRM landscape. In this infographic, we will feature some of the most […]

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Working with Marketing Module in Dynamics 365- Turn Prospects into Business Relationships

Author: Ujen Maharjan  Dynamics 365 Marketing is a marketing-automation application that helps turn prospects into business relationships. It’s easy, works effortlessly with Dynamics 365 Sales, and has an in-built business intelligence.   Plan budgets for marketing campaigns, examine marketing lists, and identify when to use a marketing campaign and quick campaign- with Dynamics 365 for Marketing.  Marketing is a powerful tool to develop a brand and get your company’s message to your target […]

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8 Steps to Make Your CRM Project a Success

As CRM specialist, we have seen this technology’s evolution over the years from just being a sales tool – to now helping marketing and customer service departments coordinate inter-departmental actions – so they dramatically improve their operations and offerings. However, we believe the key to experiencing successful outcomes is creating a strategy and plan – […]

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Growth of Customer Service Proficiency with Dynamics CRM

Author: Bibek Baidya  The Customer Service abilities inside Dynamics CRM has come a long way since Dynamics CRM was introduced into a Market by Microsoft.  This blog is focused on the evolution of customer service within Dynamics CRM since its introduction and how does it cover the whole field of customer servicing.  History  Historically and […]

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More Simplified and Powerful Modules on Web Outlook!

Author: Aqsad Mohammed Good News Everyone! Outlook on the web has been simplified and has more powerful modules.  As of next week, you can try the NEW Outlook on the web which has new powerful modules for Mail, Calendar, People and Opt – in and out, these everyday modules will improve user experience and increase productivity.   You […]

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