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CRM Dynamics Blog

Articles, tips, best practices and insights about the world of Microsoft Dynamics 365.

Microsoft Dynamics CRM (now known as Dynamics 365) is a Customer Relationship Management (CRM) software solution that manages all interactions with customers, prospects, stakeholders, and all other contacts for your company.  What does Microsoft Dynamics 365 CRM? Microsoft Dynamics 365 CRM delivers the latest generation of intelligent end-to-end business applications...

To maximise the benefits of your email marketing campaigns you have to stand out from the crowd! In this article, you will find some tips that you can implement to improve your audience engagement rates. Audience engagement   Audience engagement is a vital success metric for any business...

  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...

With the new ClickDimensions version 10.5, custom fonts can be added to email templates. Custom fonts can improve the appearance of your emails, create and sustain brand image and increase the click rate of emails.This article will show you how to easily add custom fonts...

How Charities and Advocacy providers can use Dynamics 365 to streamline their operations?For charities, advocacy providers, carers and residential homes, data and the safe and easy management of it are critically important. If information and contact data is not managed properly, and, for instance, spread across multiple spreadsheets...

How to Automate Birthday Emails?Sending an Automated Email to a Contact on their birthday - this can certainly be achieved with Dynamics 365 and ClickDimensions Marketing Automation platforms. However, it is not as simple as it might first seem.Here we compare two different methods of...

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" -...

"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" - one definition from Wikipedia says...

Are you ready? As the Olympics are well underway, this blog takes on a sporting theme. Looking at the key components of a good marketing campaign, there are some similarities with the traditional Olympic Triathlon which consists of a swim, cycle and run. These can be of...