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Recent Microsoft Updates - July Recap

July is a huge month for Microsoft. It's the start of their fiscal year and when they host partners from all over the world at the Worldwide Partner Conference (WPC). You can read about our team's experience at this year's WPC here. It's not usual for Microsoft to introduce new products at WPC and this year was no exception. While it was initially announced before WPC, a big focus was Dynamics 365.

Outside of WPC, Microsoft introduced several other new products, most notably Stream and Booking.

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Three Reasons Your Sales Team Should be Using a CRM System

Without the right tools in place, sales can be a messy process, making difficult on leadership teams to know what their sales numbers really are – and can cause major problems if a salesperson leaves the company.

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4 Things to Look for in a CRM System

Using a Customer Relationship Management (CRM) system can vastly improve the productivity of your sales team. There are a lot of very different CRM options on the market and figuring out which system is right for you can be daunting. When looking for a CRM, there are a few factors you must consider before committing to a system.

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Configuring the CRM Email Router for CRM Online and Office 365

Submitted by: Matt Banning (PTG Project Engineer), Outsourced IT Support and Office 365 Specialist

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SharePoint Misconceptions

Submitted by: Graham Cobb , Project Manager at PTG, a Microsoft Tier 3 Cloud Champion, Cloud Accelerate partner and Cloud deployment partner providing technology solutions including Office 365, Dynamics CRM, Private Cloud, and IT Infrastructure to businesses and enterprises nationally.

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Making fields searchable in Dynamics CRM 2013

We recently had a customer that wanted to search on certain fields in the Account Entity in CRM 2013.  By default – only a handful of the fields are indexed in the Quick Find portion of the entity (in this case, Accounts).

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how do i view or increase my storage limit on dynamics crm online?

With Microsoft Dynamics CRM Online – you are allocated the following storage:

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