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Author: Danny Desmond

Dynamics 365 Environment

 Quote Revision Quote revisions should be used when the quote is for the same customer/prospect where the existing quote requires minor modifications e.g. add or delete a product or change one or more of the quote line details. If there are major changes required or, if...

Microsoft Dynamics CRM provides an ideal platform to support customer centric interactions including quote and order mangement. We compare the key requirements of the quoting process for 3 major Quote Solutions. Firstly, the out of the box capability provided by Microsoft. Secondly, a leading quote tool specialist...

The New Face of Microsoft Dynamics "It's all to do with the training: you can do a lot if you're properly trained" That is a quote from Queen Elizabeth II, and probably most people would agree with the sentiment of the statement. Firstly, what is "training" -...

The implication of Qualification - 3 methodologies to qualify your Sales Following on from our recent article which discussed how implementing CRM can help you improve your Sales Velocity, this time we are looking at three leading methodologies for helping you qualify your sales.Qualifying your potential...

The importance of good data quality Most people would agree that one of the key points, and benefits, of a Customer Relationship Management (CRM) system, is to be able to get good quality data out in the format you need and when you need it. Maybe...

Linking to your Dynamics 365 CRM system, there are 3 main Survey Solutions that we work with: Voice of the Customer – the free add-in that comes with Dynamics 365 Power Survey Plus from Power Objects - for $2 per user ClickDimensions surveys – part of the ClickDimensions package In this blog,...