Microsoft Dynamics CRM allows users to send emails directly out of CRM itself. Those emails can absolutely be transferred over when migrating from a legacy system to Dynamics CRM. However, sometimes during a migration, if the body of the email in your legacy system is in plain text, the formatting

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Microsoft Dynamics CRM Online 2015’s Update 1 includes a new enhancement for Business Rules! With this new enhancement, the action “Set field value” now allows users to clear existing values. Previously, clearing the value of a field required custom JavaScript, but now it is out-of-the-box! In today’s blog we will

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In an earlier post, we defined relationship-based marketing and why it’s an important strategy for modern marketing. Let’s assume you buy into this concept, and now you want to know what this looks like in practice. How exactly do you execute successful relationship-based marketing to build trust with your customers?

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