Ally Jameson

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Where to CRM: Dynamics 365 CRM vs Business Central or NAV

Where to CRM: Dynamics 365 CRM vs Business Central or NAV

We’ve been doing a lot of Dynamics 365 for Sales and Customer Engagement work for clients who are already using Dynamics NAV and Dynamics Business Central lately. Each of these applications provides some form of CRM functionality, but there is a lot of confusion about...

When You Are a Hammer, Everything Looks Like a Nail

When You Are a Hammer, Everything Looks Like a Nail

I didn’t always understand that expression. But I do now. Because I’ve come to realize that in life and in work, we commonly make less than optimal decisions based on the hammer/nail paradigm. It’s a matter of perspective, a perspective formed by numerous factors such...

Dynamics 365 View: Accounts with No Activities for 30 Days

Dynamics 365 View: Accounts with No Activities for 30 Days

An often requested Dynamics 365 feature is to have a view of “past due” accounts, contacts, leads, or cases.  By “past due” I mean records that have had no contact for a certain amount of days. There are a number of ways to give your users this capability. ...

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