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As we’re talking about business cases for CRM systems, here’s Mark’s response to this question.
See your customers like they see you
Are Spreadsheets Limiting Your Business Growth?
Changes to Dynamics 365 Sales – Wave 2 2021
Our mission is to sort your business systems. Properly
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Is your customer data spread across files, documents, spreadsheets, subscriber and mailing databases, your CRM, finance and quoting system?
How many times do you store customer email or name, is it the same in each system?
Excel, Word, databases, contact systems, and sales management systems… Each time you use one of these in your business it will make growth more difficult.
Microsoft release updates to Dynamics 365 twice a year – in April (wave 1) and October (wave 2). There are a large number of changes,