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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Public Accounting Firm...
Microsoft Dynamics 365 | Integration, Dataverse...
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Public Accounting Firm Sales Pipeline/CRM/Project Management

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Posted on by MAKCPA 5

I am curious if anybody has been a user or implemented dynamics CRM and project service automation for an accounting firm? I am looking into tracking leads, automating proposals, and deploying the jobs/projects with template task items. 

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