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Chad Weiner

Chad is a certified and experienced Dynamics 365 CRM professional with a deep understanding of all facets of a Dynamics CRM implementation. With that, he carries in-depth knowledge and passion for helping clients make their business' more competitive, profitable and productive.

Chad Weiner recent posts

Chad is a certified and experienced ...

What are Power Apps Portals?

Customer Relationship Management

Online Self-Service Portals Self-service capabilities are what seem to make the world go round today. With smartphones ...

Chad is a certified and experienced ...

New App: Power Apps for Manufacturing

Manufacturers, it’s more possible than ever to have what you need at your fingertips in order to thrive in this age of ...

Chad is a certified and experienced ...

Property Management Accelerator for Microsoft Dynamics 365

Professional Services

In our previous blog, 2 Reasons You Need a Holistic Property Management Solution, we explained the importance CRM ...

Chad is a certified and experienced ...

New App: Warranty Tracking for Dynamics 365 Field Service

Microsoft Dynamics CRM

Did you know you can manage product lifecycle within D365 from quote to cash with unified warranty tracking and ...

Chad is a certified and experienced ...

Dynamics 365 Team Member License Changes

Here is some insight for those looking to understand more about the changes to the Dynamics 365 team member licensing. ...

Chad is a certified and experienced ...

Dynamics 365 Field Service – 2019 Release Wave 2 Roadmap

This powerful tool used as an end-to-end solution for on-site service technicians has paved the way for organizations ...

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Modern Approvals with Dynamics 365 and Microsoft Flow

Customer Relationship Management

Does your organization have a difficult approval process? Empowering your managers is made simple with Microsoft Flow ...

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Top 5 Features Within Dynamics 365 Field Service

Customer Relationship Management

Microsoft Dynamics 365 for Field Service is a powerhouse solution for empowering field service technicians and ...

Chad is a certified and experienced ...

4 Ways for Equipment Dealers to Improve Account Management with Microsoft Dynamics 365

Customer Relationship Management

Client relationships are critical for every Equipment Dealer organization where typically 80% or more of their ongoing ...

Chad is a certified and experienced ...

How to Easily See Resource Availability and Manage Bookings with Dynamics 365 Field Service Schedule Board

Customer Relationship Management

Microsoft’s Field Service application for Dynamics 365 is a game changer for those who manage onsite service scheduling ...

Chad is a certified and experienced ...

Microsoft PowerApps and Power BI

Customer Relationship Management

In parts one and two of our blog series, introduction to PowerApps, we introduce PowerApps and what it can do for you. ...

Chad is a certified and experienced ...

What You Need to Know About the Upcoming Dynamics 365 Customer Engagement April ‘19 Release

Microsoft Dynamics CRM

On February 20th, Microsoft announced the publication of the April ‘19 Release Notes, highlighting all the new features ...

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Get the Latest Dynamics 365 Customer Engagement News Delivered Right to Your Mailbox

Customer Relationship Management

With Microsoft’s recent announcement of predictable updates with continuous deployment, it’s as important as ever to ...

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Introduction to PowerApps: What is Microsoft PowerApps?

Customer Relationship Management

PowerApps is a set of technologies from Microsoft that helps us solve what I like to call the last mile of digital ...

Chad is a certified and experienced ...

6 Steps to Nail Your Next Big Customer Meeting with Microsoft Dynamics 365

Customer Relationship Management

You have a big, important upcoming sales meeting with a major client. Where do you start your preparation? With ...

Chad is a certified and experienced ...

Microsoft Dynamics 365 for Customer Engagement: Data Management and Intelligence

Customer Relationship Management

“Data is the new oil…” As the digital age continually progresses, there is an immense amount of data out there that ...

Chad is a certified and experienced ...

Smarter Account Management in Equipment Distribution

Customer Relationship Management

Do you have one place your sales team can go to see a 360 degree view of your customers? A full view of each customer ...

Chad is a certified and experienced ...

Reporting Tools — Dynamics 365 for Customer Engagement

Customer Relationship Management

Now that the Dynamics 365 update (also known as version 9.0) has been out for a minute, users have had the ability to ...