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Dyn365Pros


Work Like a Sales Detective with Dynamics CRM, part 1

Work Like a Sales Detective with Dynamics CRM, part 1 In the sales game, sometimes you have to do little detective work to find the right contact at a prospect’s place of business, divine who interested parties are, find a phone number, etc. Anyone that’s held a sales job can...


Introducing Microsoft Dynamics 365

Hello from the Microsoft Worldwide Partner Conference in beautiful Toronto! Every year, Microsoft gathers with its partner community to discuss their plans around all product lines. A common topic the last 3 or 4 years is their efforts to expand their cloud offerings and move even more of their products...


Microsoft Dynamics CRM – Using Activities vs. Notes – Best Practice

In the last few months, I have conducted several Sales related training sessions where the number one topic is Activities vs. Notes in Dynamics CRM. Many of my recent implementation projects have been for clients who have no CRM system today and have been using tools like Excel to track...


Top 5 Reasons To Combine Dynamics CRM with Office 365

Office 365 offers Sales professionals the productivity tools they need to succeed: Microsoft Outlook, Word, Excel, OneNote, PowerPoint, SharePoint, Skype for Business, and Yammer. When you combine Microsoft Dynamics CRM with Office 365, you immediately boost your sales team's ability to engage customers and close more sales. Here are the top...


Frustrated with Goldmine CRM? Switch to Dynamics CRM

Are you trying to run your business on Goldmine? Frustrated with how clunky and overly complicated the system is? Then it’s time to invest in a CRM system that provides you with more than a contact database. Microsoft Dynamics CRM provides intelligent customer engagement, meaning you can personalize the customer experience and...


Data Migration and Integration Deserve Respect | Part 1

This is the first of a two-part post intended to get you thinking about Microsoft Dynamics CRM data migration and integration prior to the start of your project. Remember data is one of the most important assets any company has, it's vital to understand the needs of the client and the role a...


Microsoft Dynamics CRM Tips for Sales Professionals – 2 Quick Follow Up Email Strategies

This blog is another in my series of Microsoft Dynamics CRM tips for sales professionals. We’ll look at a common sales scenario and how to manage it in CRM. You just met someone for the first time, or you’ve just hung up the phone. You want to send a quick...


3 Business Challenges to Overcome Using Dynamics CRM

Whether you are evaluating personal goals or business driven objectives, honest reflection can be critical to your success. Here are 3 business challenges Dynamics CRM can help you conquer in 2016. (more…)


The 5 Most Exciting New Features in Microsoft Dynamics CRM 2016

We surveyed the xRM³ team and pulled together the 5 most exciting new features in Microsoft Dynamics CRM 2016. As a group, we are thrilled about Microsoft Dynamics CRM 2016 and are looking forward to showing you all the new stuff! Visit our website and request to be added to...


How to Create Routing Sets and Routing Rules in Microsoft Dynamics CRM

Routing rules are an valuable addition to the recent updates of Microsoft Dynamics CRM. Routing rules are available in both 2015 and 2016 versions of Microsoft Dynamics CRM. Here are xRM³, we’ve been using Microsoft Dynamics CRM routing rules for a while. We also have several clients who are now...


Improve Behavior of the Date Field in Microsoft Dynamics CRM

When was the last time you had a "behavior" problem with the date field in Microsoft Dynamics CRM? Well, for many of us the answer might be “recently”. Before the introduction of the "behavior" modifier for date fields, things could get a little confusing and problematic in certain situations. Let's...


Does Your CRM Data Resemble the Walking Dead?

You try to ignore it. You try to work around it. You tell yourself it wasn’t your fault. You blame it on the previous admin. You blame it on the old system. You hope it doesn’t destroy your reports. You pray it doesn’t devour your storage. You hope that you...

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