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Latest Learning Articles

Are Spreadsheets Limiting Your Business Growth?

Embrace CRM for Business Growth: Why Spreadsheets Limit Your Business Growth

Excel, Word, databases, contact systems, and sales management systems… Every time you use one of these in your business, it

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How to send surveys in Dynamics

How to Send Customer Voice Surveys with Dynamics 365

You might want to send surveys to your customers to get feedback about Or you might want to send out

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Can I set up Dynamics 365 myself?

Can you set up Dynamics 365 yourself?

So, you’ve decided that you need a CRM and that Dynamics 365 is the system for you – good choice.

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Subscription Centres in Microsoft Dynamics 365 Marketing

How to Create Subscription Centres in Dynamics 365 Marketing

Email subscription management using Dynamics 365 Marketing NOTE: Dynamics 365 Marketing is now called Dynamics 365 Customer Insights Subscription centers

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Which Dynamics 365 licence do I need?

Which Dynamics 365 Licence Type Should I Choose?

This focuses on Dynamics 365 Sales and Dynamics 365 Customer Service, but the principles apply to Field Service also. Business

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Streamlining Business

How do I Streamline My Business?

Manufacturing businesses know that it’s critical to improve process efficiency. The same goes for service and sales businesses. Shaving minutes

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Licence-Free Access to Dynamics 365 for Teams Users

Licence-Free Access to Dynamics 365 for Teams Users

Microsoft Teams users will be able to view and edit Dynamics 365 data in Teams without extra licences. Microsoft made

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Better Editable Grids in Dynamics

Overcoming Dynamics 365 Editable Grid Limitations

Microsoft Dynamics and many other CRMs use grids to display data. Grids are a convenient way of listing many records

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Microsoft Dynamics Chat with Power Virtual Agents

Microsoft Dynamics Chat with Power Virtual Agents

Do you need chat on your website? We’re seeing chat evolve in the same way that Interactive voice response (IVR)

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Dynamics user statistics

Dynamics 365 Usage Statistics: 2 Ways to Monitor User Adoption

Dynamics 365 usage statistics tell you who’s using your CRM, how often and how deeply. That’s important because licences are

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