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Posts Tagged 'Microsoft Dynamics CRM'

We are pleased to present below all posts tagged with 'Microsoft Dynamics CRM'. If you still can't find what you are looking for, try using the search box.

Sales Reps: Employer Isn't Offering CRM? Time to Job Hunt

Consider how not using a CRM solution limits the success of sales reps and their employers.

Feature Review: Dynamics 365 Dataverse Charts

Charts make the numerable tables of data in Dynamics 365 digestible. Learn how to use charts and dashboards in CRM to your advantage.


How to Survive After Your CRM System Goes Live

Your system is up, running, and live! Are you ready to support all of your new users' needs? Here are four insights to prepare for your CRM launch.


man holding cell phone sitting at desk computer c5 insight


4 Reasons Why Using CRM Helps You Manage Better Sales Meetings

In this blog, we'll explore why and how sales managers can use CRM to both run and inform sales meetings and present a plan you can follow for more efficient meetings.



Top 3 Differences Between Microsoft Forms and Forms Pro

As of 7/1/2019, Microsoft announced the availability of Microsoft Forms Pro—the “pro-fessional” version—but what does that mean? What’s the difference between Microsoft Forms and Forms Pro? Let's discuss the differences screen by screen so you can make the most informed decision.

Top 3 Differences Between Microsoft Forms and Forms Pro That You Must Know!


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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.