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By Mike Smith April 18, 2019

Migrate USD from Web Client to Unified Interface | Dynamics 365 CE

With the release of Microsoft Dynamics 365 version 9.0, we now have most of the core functionalities of sales and customer service available in the Unified Interface (UCI). Seeing the benefits of this new design, I really wanted to update my Unified Service Desk (USD) solution to include this new user experience within Dynamics 365…

By Mike Smith March 28, 2019

Leads in Dynamics 365 for Sales | Points of Consideration

When leveraging Dynamics 365 in a sales environment, one of the more difficult decisions is whether your organization should implement the use of Leads in the sales cycle. Generally, the decision comes down to either using a Lead, or a modified customer entity (Account or Contact). Also, keep in mind Leads can be used to…

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