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Dependent Option Sets Updated for Dynamics 365

Dependent Option Sets Updated for Dynamics 365

Option sets in CRM are an easy way to ensure clean data. Limiting end user choices tends to streamline business processes and ensure uniform data entry. It is possible to extend the advantage of option sets in Dynamics 365 by implementing dependent...

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Getting Sales to use your CRM: What you need to know

Getting Sales to use your CRM: What you need to know

How to Get Sales to use our CRM After implementing a CRM system, a sales manager realized that her team was not making much use of the tool. The data...

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Enrich your CRM Data with Excel

Enrich your CRM Data with Excel

Update Dynamics 365 for Sales data with Microsoft Excel Using Microsoft Dynamics 365 (CRM) you can easily update CRM records (Account, Contact, etc.)...

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3 Marketing Automation Mistakes to Avoid

3 Marketing Automation Mistakes to Avoid

Three Marketing Automation Mistakes to Avoid CRM Marketing automation tools are all the rage these days. As organizations become more digitally...

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TrellisPoint, Announces Microsoft Relationship Sales Partnership (MRS)

The TrellisPoint team is excited to announce that we are now a Microsoft Relationship Sales Partner. As a Microsoft Relationship Sales Partner we’re...

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Calculating Upcoming Dates in Dynamics 365

Calculating Upcoming Dates in Dynamics 365

A good CRM is about more than just having a sleek system for your employees. It should be a tool used to increase customer satisfaction. Efforts to...

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D365 Support Portal for TrellisPoint Customers is live!

We’re excited to announce our new D365 Support Portal is live and available for TrellisPoint customers to use. To request access, contact us or email...

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Automate Manual Processes with Microsoft

Automate Manual Processes with Microsoft

Ingram Micro Biz Apps Session Overview Are you thinking about how Power Apps could help your business achieve its growth objectives? Here is one...

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SalesLogix Migration: What you Need to Know.

SalesLogix Migration: What you Need to Know.

Saleslogix – 4 reasons to migrate Infor CRM (Saleslogix) to Microsoft Dynamics 365 Are you considering migrating your outdated Infor CRM System...

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