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Adding a digital signature box on Dynamics 365 forms

We often hear the term “paperless” office and if you are an organisation that historically deals with a lot of physical documents you might be considering moving some of those forms to the cloud as part of a digital transformation project. Using Dynamics 365 to create customised input forms with digital signatures can help you…

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Team Members Sparrows

Microsoft Dynamics 365 Team Licenses explained

Flexible licensing is one of the strong features that makes Dynamics 365 such a compelling CRM choice. A Plan license allows access to everything under the sun! An App license gives access to a particular function set such as Sales, Service, Marketing, Projects and Field Service. There is a third level of licensing, which we…

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Dynamics 365 for marketing: creating a segment

Once you have your Dynamics 365 for Marketing trial set up then the next thing you will want to do is to start creating some segments of contacts to work with. In this blog we will take a look at how to create a segment in Dynamics 365 for Marketing as well as some of…

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Bananas in a row

What are leads in Dynamics 365?

Actually this is a very common question for people that are new to using Dynamics 365. When customers are first introduced to Dynamics 365 they often need guidance on the difference between leads and opportunities and how they both fit into the overall sales process. Furthermore what’s the difference between a lead and a contact…

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Announcing D365 for Marketing

Dynamics 365 for Marketing…here at last !

Microsoft have finally released Microsoft Dynamics 365 for Marketing. This release is a public preview and not yet a full release. The release comes with a full set of documentation so that the self-starters among the community can dive straight in and start to learn the product. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/help-hub Prerequisites If you want to get started…

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Happy employee training

There is only one thing worse than training employees and losing them, and that’s not training them and keeping them

This great quote from business “guru” Zig Ziglar and really nails the importance of taking employee training seriously Effective employee training is key to a successful Dynamics 365 implementation. Time and time again we come across failed implementations that are technically and logically sound but ultimately were seen as failed projects. This is because insufficient…

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