Dynamics CRM

Dynamics CRM

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Mail merge templates can be used with Office Word to create customer-ready letters, faxes, e-mail messages, and quotes. Word templates are created and edited in Word, but can be uploaded to Dynamics 365 to use with mail merge and share with other users. Only Word .xml documents can be used as templates. Mail Merge Templates allows pulling the data from Dynamics 365 environment and embedding it in the content as required. Creating a Mail Merge Template: Step 1: Go to Settings >>
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Microsoft Dynamics 365 allows you to maintain a Product Catalog with multiple customizable price and discount lists for all your business needs. This allows your sales representatives to create quotes, invoices, and orders all from Dynamics 365. In the latest Dynamics CRM 2015 update Microsoft has given its product catalogue a makeover to improve the experience for sales teams. At the heart of these enhancements is the introduction of a new product family feature enabling:
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A comprehensive knowledge base is a key to increased customer satisfaction and improved productivity of users. It is designed to assist customer service representatives as they answer questions and resolve cases. It is a repository of information that is used by the customer service team but is visible to everyone. It consists of articles (documents) that are categorized by subjects. Dynamics 365 supports two knowledge management solutions: A. Native Dynamics 365 knowledge management: It
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Dynamics 365 for Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster. Dynamics 365 for Sales is used to keep track of user’s accounts and contacts, nurture user’s sales from lead to order, create sales collateral, create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities. The following image shows the menu for the Sales app. Dynamics 365 for Sales
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A lead is an expression of interest in a product or service made within s specific marketing context. The lead life cycle is the journey that a lead takes from creation, through nurturing, and on to opportunity and eventual sale. Lead generation: There are two ways to create a lead: manual and automatic: To view, create, or edit a lead manually, go to Marketing > Customers > Leads. This opens a standard list view, which you can be used to search, sort, filter, create, and delete
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Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition has two deployment option, cloud or on-premises. Cloud deployments offer an ERP service that is fully managed by Microsoft, while on-premises deployments are deployed locally within a customer’s data center. Deployment in cloud: Cloud deployments provide a cloud service that is easy to scale up or down as needed, as well as data centers that are fully managed by Microsoft. The time spent implementing Finance and
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Service Level Agreements (SLAs) offer an easy and convenient way to track the time taken by service representatives to solve support requests. Service Level Agreements are also the first step towards crafting Key Performance Indicators (KPIs) and tracking the performance against those KPIs. It is possible to see them as timers on record forms, where they indicate remaining time until (or time passed since) or the prescribed time it takes to solve a support request. It is possible to manually
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Prerequisites: The Warehousing app is available on Android and Windows operating systems. To use the app for on-premises deployments, at a minimum, it must be version 1.1.1.0. You must also have one of the following supported versions of Microsoft Dynamics 365 for Finance and Operations. Use the information in the following table to evaluate if your hardware and software environment supports the configuration. Platform Version Android 4.4 and up Windows (UWP) Windows 10
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In order to deploy Microsoft Dynamics 365 for Finance and Operations in the cloud, the user must understand the environment and subscription that he is deploying to, who can perform which tasks, and the data and customizations that he needs to manage. It is recommended to sign up for the Full Microsoft FastTrack for Dynamics 365 to help speed deployment and implementation - it's a program that provides training and consulting to help customers realize business value faster. If customer chooses
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Microsoft Dynamics 365 for Finance and Operations now supports running business processes in customer data centers with the on-premises deployment option. With this deployment option, application servers and the Microsoft SQL Server database will run in the customer’s data center. Customers and partners will utilize Microsoft Dynamics Lifecycle Services (LCS) to manage their on-premises deployments. CS is an application management portal that provides tools and services for managing the