dynamics crm | Datix https://datixinc.com Technology Solutions Delivered Wed, 13 Dec 2023 14:32:45 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.4 https://datixinc.com/wp-content/uploads/2022/05/cropped-datixinc-Fav-IconX-32x32.png dynamics crm | Datix https://datixinc.com 32 32 Transfer Account Records Without Transferring Ownership – MS Dynamics CRM https://datixinc.com/blog/transfer-account-records-without-transferring-ownership-ms-dynamics-crm/ Mon, 10 Oct 2022 01:36:40 +0000 https://tempprod.datixinc.com/transfer-account-records-without-transferring-ownership-ms-dynamics-crm/ Transfer Account Records Without Transferring Ownership in MS Dynamics CRM. Use this helpful tutorial to avoid transferring ownership when shifting accounts

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]]> House of Cards Using Business Intelligence To Design The Popular Show? https://datixinc.com/blog/house-of-cards-using-business-intelligence-to-design-the-popular-show-2/ Mon, 10 Oct 2022 01:35:21 +0000 https://tempprod.datixinc.com/house-of-cards-using-business-intelligence-to-design-the-popular-show-2/ The show House of Cards was built using business intelligence solutions. Find out how they did it, and why most business should copy their model.

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]]> Salesforce and Dynamics CRM Magic Quadrant Leaders https://datixinc.com/blog/salesforce-and-dynamics-crm-magic-quadrant-leaders/ Mon, 10 Oct 2022 01:35:21 +0000 https://tempprod.datixinc.com/salesforce-and-dynamics-crm-magic-quadrant-leaders/ Salesforce and Dynamics CRM Magic Quadrant Leaders. Both possess a best value to users. Finding the right CRM is locating the right tool for the right job.

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]]> Dynamics CRM Cross Solution Entity Changes https://datixinc.com/blog/dynamics-crm-cross-solution-entity-changes-2/ Mon, 10 Oct 2022 01:34:02 +0000 https://tempprod.datixinc.com/dynamics-crm-cross-solution-entity-changes-2/ Tutorial - Cross Solution Entity Changes: Learn how to handle solution exports and imports on entities that have overlapping entity changes in Dynamics CRM

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]]> Dynamics CRM Custom Lookup Feature https://datixinc.com/blog/dynamics-crm-custom-lookup-feature-2/ Mon, 10 Oct 2022 01:34:02 +0000 https://tempprod.datixinc.com/dynamics-crm-custom-lookup-feature-2/ Tutorial to add a Dynamics CRM custom lookup feature. This includes adding filter criteria, retrieving multiple records, looking for account GUIDs & more

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]]> Salesforce Development Compared To Dynamics CRM Development https://datixinc.com/blog/salesforce-development-compared-to-dynamics-crm-development/ Mon, 10 Oct 2022 01:34:02 +0000 https://tempprod.datixinc.com/salesforce-development-compared-to-dynamics-crm-development/ A comprehensive article that compares Dynamics CRM and Salesforce development. We look at the development of custom objects, a kanban board, and much more.

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]]> Are CRM and ERP Software Full of Empty Promises? https://datixinc.com/blog/are-crm-and-erp-software-full-of-empty-promises-2/ Mon, 10 Oct 2022 01:34:02 +0000 https://tempprod.datixinc.com/are-crm-and-erp-software-full-of-empty-promises-2/ The truth about CRM & ERP Software is that it isn't designed to work for your business. It's a flexible tool that must be molded. See how this is done...

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]]> Mapping Dynamics CRM To Sales Process | Why We Did It… https://datixinc.com/blog/mapping-dynamics-crm-to-sales-process-why-we-did-it-2/ Mon, 10 Oct 2022 01:34:02 +0000 https://tempprod.datixinc.com/mapping-dynamics-crm-to-sales-process-why-we-did-it-2/ By mapping Dynamics CRM to our sales process we were able to see how tracking & information could help us sell faster, keep better data, & improve marketing

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]]> Best CRM: Salesforce vs Dynamics CRM (Part IV) — Overview https://datixinc.com/blog/best-crm-salesforce-vs-dynamics-crm-part-iv-overview/ Mon, 10 Oct 2022 01:32:44 +0000 https://tempprod.datixinc.com/best-crm-salesforce-vs-dynamics-crm-part-iv-overview/ Salesforce vs Microsoft Dynamics 365 CRM Part 4: Our final overview of both systems. Find out which is right for you.

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]]> Best CRM: Salesforce vs Dynamics (Part III) — MS Integration https://datixinc.com/blog/best-crm-salesforce-vs-dynamics-part-iii-ms-integration/ Mon, 10 Oct 2022 01:32:44 +0000 https://tempprod.datixinc.com/best-crm-salesforce-vs-dynamics-part-iii-ms-integration/ Part 3 of our Salesforce vs Microsoft Dynamics 365 CRM breakdown. In this edition we look at how well both integrate with common office Microsoft products.

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