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Microsoft Dynamics CRM/Dynamics 365: Advanced Find or Workflow

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Microsoft Dynamics CRM/Dynamics 365: Advanced Find or Workflow

- March 31, 2017

If you have ever built a large advanced find in Dynamics CRM, you know how time consuming it can be....

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Bearer of Bad News: Planning Tips for Writing Difficult Emails

Bearer of Bad News: Planning Tips for Writing Difficult Emails

- March 31, 2017

We’ve all had that day at work where we have to deliver some bad news, provide some critical feedback, or...

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NetSuite for Retail – seamless omnichannel platform

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NetSuite for Retail – seamless omnichannel platform

- March 31, 2017

RSM’s survey of retail executives was recently released and showed the importance retail leaders place on omnichannel retail as a...

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Microsoft Dynamics CRM and Resco Mobile CRM: Using Dynamic Map Pins

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Microsoft Dynamics CRM and Resco Mobile CRM: Using Dynamic Map Pins

- March 31, 2017

Recently, I worked on a new Resco implementation for one of our clients. During UAT, their end users saw a...

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Communicating during core conversion projects

Communicating during core conversion projects

- March 30, 2017

Core conversions are very time consuming and require a lot of work. The central project team ensures a successful data...

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Getting Started with Microsoft Flow

Getting Started with Microsoft Flow

- March 24, 2017

Last month I used Microsoft Flow for the first time, and all I can say is, “Where have you been...

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Stoplight indicator for a task list in SharePoint online

Stoplight indicator for a task list in SharePoint online

- March 24, 2017

Recently, a client wanted the ability to look at the task list in SharePoint and tell if the task(s) is on...

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Microsoft Dynamics 365: Utilizing Workflow Templates for Cases

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Microsoft Dynamics 365: Utilizing Workflow Templates for Cases

- March 23, 2017

When it comes to case management in Microsoft Dynamics 365, Dynamics CRM 2016, 2015, and/or 2013, workflows can be greatly...

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Profitability analytics strategy

Profitability analytics strategy

- March 23, 2017

Profitability analytics is a strategy to help improve profitability through understanding and analyzing the drivers of your business. Implementing a...

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Microsoft Dynamics CRM And Resco Mobile CRM: Using Global Maps and Location Services

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Microsoft Dynamics CRM And Resco Mobile CRM: Using Global Maps and Location Services

- March 20, 2017

Resco Mobile CRM (Resco) has a Global Maps area that can be added to the home screen. When adding the...

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