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News
& Blogs
& Blogs
News & Blogs
Dynamics 365
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April 10, 2017
Microsoft Dynamics 365 Field Service and Project Service working together: that “Ah-ha” moment
That “Ah-ha” moment happened when I saw Microsoft Dynamics 365 Field Service and Project Service working together harmoniously. It really came to life when we added some real data to the system for the first time.
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March 22, 2017
Lead vs Opportunity in CRM: what's in a word?
At Theta we’ve been discussing the difference between a lead and an opportunity recently. We also have customers who use the word prospect as part of their sales cycle and others use the term deal. What does each mean, and what is the difference? Getting this right for your business, understanding how Microsoft CRM views these record types, and connecting the two is an important part of setting up your CRM.