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Category Archives: Dynamics 365

Duplicate error when merging 2 Accounts

8 Feb
Vivian Voss 0
Background We are working on cleaning up our CRM system and therefore I was trying to merge two Account records. Very standard and nothing special about the records either. It is something I have done successfully a hundred of times ... Read more »

Dynamics 365 Duplicate error, Dynamics 365, Merge, Relationships

Lead qualifying – no data from ClickDimensions

15 Feb
Vivian Voss 0
Background We were upgrading our ClickDimensions solution from v.9.6 to 9.10 on a Dynamics 365 On-Premise v.8.2.1. Looking at the release notes from ClickDimensions, it did not seem like a burdensome task. Mostly improvements to the existing functionality and of ... Read more »

Dynamics 365 ClickDimensions, contact, Dynamics 365, lead

Market share for CRM software – 2015

28 Jun
Vivian Voss 0
market share illustration with trees
The market for Customer Relationship Management Software continues its growth also in 2015. According to Gartner’s latest analysis, CRM software market has increased by 12,3% compared to 2014. In 2014 CRM software owned a share of $23,4 billion. By listening to ... Read more »

Dynamics 365 2015, capterra, CRM, gartner, market share, microsoft, oracle, salesforce, sap, software

History of Customer Relationship Management

6 Apr
Vivian Voss 0
Customer relationship development
The history of CRM is not very long. Although companies have managed customer relationships for decades, it has never been truly organized. When salesman A dealt with customer A, then salesman B had no knowledge of customer A. All information ... Read more »

Dynamics 365 CRM, history

CRM – the magical world of Customer Relationship Management

11 Mar
Vivian Voss 0
Crm-graph
What is CRM? Everyone working within sales and marketing has heard people talk about CRM. A magical 3 letter word that seems to be the answer to effective customer service. But what do those 3 letters actually mean? CRM is ... Read more »

Dynamics 365 CRM

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I am Vivian and welcome to my blog. Here you can follow my path to finding my way in the exciting world of CRM and travelling to different places in the world.

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