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enCloud9 Social/CRM Consultants
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enCloud9 is a Microsoft Dynamics 365 CRM Partner in Omaha NE
enCloud9 is a Microsoft Dynamics 365 CRM Partner in Omaha NE

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Part 1 of a 3 part blog series from @enCloud9 on #leads and #opportunities.

One of the most common questions we face when working with new clients implementing Dynamics 365 is -“What is a Lead?” The next question then is always – then” what is an Opportunity.” and then the final question is – “Well, which one should we use in…
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As Microsoft tends to do whenever June rolls around, they start making numerous changes to product names, prices and offerings. All coinciding with Microsoft’s fiscal year end and the expected release of the July Edition of Dynamics 365, Microsoft is…
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Does your company need a Dynamics 365 CRM #administrator? #MSDYN365

What is a Dynamics 365 CRM administrator? Before you can think about whether your business needs a CRM administrator, the role of a CRM administrator needs to be defined. Basically, a CRM administrator is responsible for bridging the gap between a…
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6 Killer Upcoming Features of Dynamics 365 #MSDyn365

If you are a fan of Microsoft Dynamics 365, keeping up on the future direction of the application is probably important to you. Microsoft has made it easy with the Microsoft Roadmap for Dynamics 365. Bookmark this frequently updated page and you will…
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Read @enCloud9's Four Takeaways from the Microsoft Business Forward Event #MsBusinessFwd

Last week’s Business Forward event initiated the next stage of the continuing evolution of Dynamics 365. A major focus of the day was technology that drives digital transformation and transforming your industry and the way you do business. Microsoft CEO,…
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6 Simple Strategies for Great #Customer #Service

Why is Providing Great Customer Service So Important? Do you want your company to be known for providing excellent customer service?  It seems like a simple thing or common sense, but it is something you really have to work at. You can have the best…
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QuickTips - An overview of CRM Calculated Fields #msdyn365 #quicktips

I’ve been using calculated fields more and more while working with clients lately. They seem to be an answer to many scenarios that previously required jscript or plugins. While plugins were reliable solutions to calculate forms, they required hours of…
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If you have been using Dynamics 2016 or Dynamics 365 then you are probably a fan of the new navigation menus. But have you made a habit of  using the Recently Used Items button?  It can be a real time saver when you work with lots of different record…
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QuickTip - Updating to the latest Dynamics 365 for Outlook client #Dynamics365

Our organization received its update to Dynamics 365 in February and we are still exploring all of the new features available to us – Editable Grids, Business Process Flow Enhancements, and Learning Path. But what about one of the most reliable tools =…
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CRM QuickTip - Adding Global Search to the #MSDYN365 Site Map

Global search is one of the best features added to Dynamics CRM, and with the addition of Relevance Search, the ability to find data in Dynamics 365 is even more powerful. However we had a client come to us today with a complaint about how Dynamics CRM…
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