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Dynamics 365/CRM 2016: How to Share Personal Views in the Mobile App

Whether you’re a user that just wants to share a view with someone or you’re an administrator/manager that would like to create and distribute personalized views, sharing personal views is a very common thing, so it’s surprising that CRM for Tablets does not support it. Shared views that a user does not own do not display in the mobile app. Even worse, if the user has access to a dashboard that contains personal views, they’ll receive a generic error:

How to Drive Microsoft Dynamics 365 User Adoption with Marketing Automation

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Microsoft Dynamics CRM

Are you looking to increase usage of Microsoft Dynamics 365 in your organization?

There’s a solution you may have not thought of – marketing automation. And it isn’t just for marketing anymore. Our white paper will show you use cases for marketing automation in departments throughout your organization so you can get the most out of Microsoft Dynamics 365.

Building an Effective Digital Marketing Strategy: A Guide for Dynamics 365 Marketers

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ClickDimensions

Marketers go where their customers are, and increasingly that is to digital channels. But in order to succeed, it isn’t enough to just be there; you must have a strategy too.

This guide was developed with that in mind, and specifically for marketers at organizations that utilize Microsoft Dynamics 365. Download this eBook to learn how to build, evaluate and refine your digital marketing strategy while gaining an understanding of the digital marketing tactics and technologies available today.

Reinvent Business Productivity with Microsoft Dynamics 365 and Microsoft Office 365

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Microsoft Dynamics CRM

Switching back and forth between disconnected applications keeps your business from growing. Time that could be spent developing relationships with customers and building your business is wasted reconciling mismatched records and duplicating data in multiple systems.

Read this eBook to explore three real-life scenarios that illustrate how business owners, sales representatives, and accountants can increase efficiency, simplify operations, and improve customer experiences using Microsoft Dynamics 365 Business Central integrated with Microsoft Office 365 to:

Dynamics 365 vs On-Prem: Pricing Considerations

Dynamics 365 vs On-Prem: Pricing Considerations

When choosing the solution of choice for Customer Relationship Management system (CRM), two options emerge as optimal solutions: on-premise and cloud. Recently, companies have found benefit in both options:

Re-Engaging Leads and Customers with Microsoft Dynamics 365

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ClickDimensions

Get Tactics and Tips for Bringing the Spark Back to Customer and Prospect Relationships

When your organization’s relationship with a lead or customer is brand new, it can often seem like they love every message you send, engage with every piece of content you create, and are delighted by every interaction. But, over time, that interest can fade. Rekindling the relationship won’t be possible in every case, but you can win some back with Microsoft Dynamics 365 and marketing automation. Find out how in our informative white paper.

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