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Unify Your Sales and Marketing Teams

Businesses who have struggled to successfully convert leads to loyal customers usually have a disconnect between their sales and marketing team. Often, the amount of information that is handed off between the two departments gets lost, is updated incorrectly, or is unavailable to the sales and marketing staff who need it. This disconnect goes further than just customer data however. Lack of communication between sales...

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Drive Sales-Improve Productivity-Microsoft Dynamics 365

For small to medium size businesses (SMB), the statistics for success can often be discouraging. With so many resources and information available to foster success, why in 2016 are roughly 50% of small businesses failing in the first four years? (Bureau of Labor Statistics). Scouring the internet for answers, you’ll find some common trends are a lack of cash flow, growing revenue, proper staffing, etc. Currently,...

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Recently, I was tasked with installing one of Microsoft’s new solutions, namely an updated Fantasy Sales Team, into a few of our CRM systems. I started off with our demo sandbox instance because that is the playground for all of our testing needs. Importing and installing the solution in there was a breeze, mostly because everyone has system administrator roles in that system. I then...

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Problem After upgrading SharePoint 2010 to 2013, there can be an issue with the font-sizes becoming very large in the web and app parts that were previously added onto the page. It looks very weird, and can’t be fixed by simply modifying the text size in SharePoint. The Solution It’s a bug with the HTML after the upgrade. An extra header tag is left over after the first web part...

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We wanted to add a nice and practical component to add tags to CRM records, such as Accounts, Contacts or any other entity type. This implementation for a start, helps add tags to a record, but, it can be improved to also be used as a multiple select dropdown tool, something that CRM doesn’t have out of the box. What is special, then from this implementation,...

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Static marketing lists contains just a list of members in a 1-N relationship so it is easy to add a grid to the Contacts form to show the marketing list the contact belongs to. But, what if you need this sub grid to show the Dynamic Marketing List also? Dynamic Marketing Lists do not have a list of members, instead, they have a query defining the...

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