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Ready to up your CRM game? With a jump from Dynamics 365 CE on-premise to online, you're in the perfect spot to make meaningful changes. Here’s where it gets exciting—do you migrate everything (lift-and-shift) or aim higher by conducting an audit and then rebuilding...
This entry is part of our Feature Review Series. These short, to the point blogs, strive to provide a quick snapshot of information to a user looking for a quick overview of a feature, how it's managed or configured, some insight into how a business/organization would...
This entry is part of our Feature Review Series. These short, to the point blogs, strive to provide a quick snapshot of information to a user looking for a quick overview of a feature, how it's managed or configured, some insight into how a business/organization would...
This entry is part of our Feature Review Series. These short, to the point blogs, strive to provide a quick snapshot of information to a user looking for a quick overview of a feature, how it's managed or configured, some insight into how a business/organization would...
This short blog entry will hopefully help clear up a simple yet odd situation that arose recently on one of our projects. A customer is in the process of moving from their legacy CRM on-premise environment to Dynamics 365 in the cloud. When the new environment was...
Leadership buy-in is a critical component of any project. While we need financial approval of the project, that's only a portion of the buy-in we're discussing. Leaders need to be champions of the project from the start, and system administrators/owners can ensure...
Recently we had a project that deployed a simple, creative solution that we thought might be relevant for our readers. The use case is managing agreements in a document library on SharePoint. We're going to deviate a bit from their specific use case so we can...
Recently, a couple of people reached out to me asking about my engagement in the Microsoft 365 portion of the Microsoft stack of products. They asked how I went about learning the platform and, in particular, what I did to get started. The common theme was that there...
I've worked with various customers over the years with differing philosophies regarding how many environments they have for their CRM/D365 systems. While there are limitless ways a company might approach environments, we see three common themes. 1. Production Only The...
In a previous article, we talked about getting system users excited about the potential of system features and functions they may not be using today. You can read more about that in the article here. We now want to address what to do when you get all this...
C5 Insight, a leading Microsoft partner and provider of customer and employee engagement consulting services, has relaunched its website.
Introducing SharePoint to your company can be overwhelming. A complete SharePoint rollout plan can include: Document Management Sites Forms Workflows Social Collaboration Newsfeeds Applications Business Intelligence …and that’s just getting started! SharePoint:...
Sales representatives possess a unique combination of people skills, product knowledge, and persuasive abilities that allow them to connect with prospects, understand their needs, and close deals. However, while these skills are essential for success in sales, getting...
Adopting a configure price quote solution can improve your margins, decrease your quoting time and increase your win rate.
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Transform your organization’s communication and team collaboration to be more efficient, productive, and engaging with Microsoft Teams.
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