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Dynamics 365 – CRM – Duplication Detection on Entity Views

Duplication Detection is great when you remember it. I’ll be the first to hold my hands up and say its one of the last things I think about because it was so hidden away. Well now we don’t have that as an excuse. In Dynamics 365 release 8.2 when you create the rules they will […]

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Successful CRM implementations of Dynamics 365 through Effective Organisational Change Management

The success of CRM Implementations using Dynamics 365 is grounded in both the technology implemented and the efforts to increase user adoption through change management strategies. Successful Change Management techniques discussed within this article focus on methods to increase user adoption. These simple strategies support the communication of organisational change based on technological improvements to […]

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Are your Field Service processes doing the Job?

In any business, increasing efficiency while minimising costs is absolutely critical, and failing to recognize new opportunities can result in declining profits. This is especially true when existing systems do not accurately track resources and information. So how do you tell if your Field Service processes are doing the job, and when to re-evaluate to […]

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Why understanding your Field Service customers’ expectations is a 2017 game changer

How do you ensure that your field service technicians are completing their jobs effectively and fulfilling customers’ expectations? First, you’re going to have to identify what your customers’ expectations really are. Many businesses assume that because they know the product or service, they know best what customers need. This assumption is incredibly risky. It can […]

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How to Select the Best Field Service Management Vendor

Choosing the right field service software is an important decision, as it has real, long-term effects on your business’ profitability and customer retention. So taking the initial time invest to understand your options and how they will improve efficiency, information, and communication sets you up for long-term success. You’re investing time and money into a […]

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