Dashboards are the current rage in the CRM space. If your CRM system doesn’t have them, you want them. You probably want them so badly that you’re willing to go through an entire implementation just to get them. So why can’t you simply run a report? Why are Dashboards so important? It’s not about 3-D [...]
continue reading...What is XRM? And How An XRM Strategy Can Save You Time and Money
XRM is a relatively new term that refers to the building of custom business logic and functionality on top of an exisitng CRM system such as the Microsoft Dynamics CRM platform. Instead of investing your time and treasure in the development of these basic elements, you can focus your development efforts on the areas that truly add value to your business.
continue reading...CRM – the Gateway for More Business Opportunities
Professional service firms—such as business consultancies, architect and engineering firms, and accounting and legal practices— are being challenged today as never before. Like their customers, Professional Services companies are facing escalating competition and cost pressures. This is forcing them to redesign and refocus their organizations. Responding to new market conditions while managing a wide range [...]
continue reading...Back To School Sale…on CRM Software!
Summer is coming to an end and Fall is right around the corner. What does that mean? Back to School Time! The start of a new school year is a fresh start for students…and it doesn’t have to stop there. Microsoft has recently extended its 60% discount on Microsoft Dynamics CRM Online for its Dynamics [...]
continue reading...CRM is not just for Sales, Marketing and Services – Part 2! Have You Considered Using It As A Financial and Operational Automation Tool?
In a recent blog we highlighted how historically, Customer Relationship Management (CRM) solutions have been positioned for Sales, Marketing, and Service personnel. To expand on that blog, we want to have you think outside the box again and consider using CRM for financial and operational process automation as well. This is because one of the [...]
continue reading...Microsoft Announces Support for Server-Side Code for Dynamics CRM Online
Microsoft has been very aggressive and very successful in capturing market share in the SaaS (Software as a Service) CRM market through their Dynamics CRM Online product offering. Businesses using Microsoft Dynamics CRM Online can get up and running quickly and without a lot of upfront capital investment. Dynamics CRM Online enables companies to easily [...]
continue reading...Insider Tips on Optimizing Microsoft Dynamics CRM 4.0 Performance
Getting Started …. Determining the appropriate IT infrastructure required to support Microsoft Dynamics CRM is very dependent on your business’s particular scenario. By performing Architecture and Scoping Assessments on your current IT infrastructure prior to implementation can determine the architecture changes required for your project. Following the SQL Server requirements and recommendations for Microsoft Dynamics [...]
continue reading...Not-for-Profit Organization Moves from Grant Program to Microsoft Dynamics™ CRM
A non-profit, membership organization which provides services and supports to persons of all ages with intellectual and developmental disabilities implemented Microsoft Dynamics™ CRM for use throughout their organization. Providing advocacy and access to educational, vocational, recreational and critical life skills programs, this non-profit is an essential resource for consumers, their families and the community. Before [...]
continue reading...Can You Use Microsoft Dynamics CRM on the iPad?
According to an email I received today from a company called Axonom the answer is yes – you can use Microsoft Dynamics CRM on the iPad. I admit that I don’t have first hand experience, the iPad is still on my “wish list”. But for those of you lucky iPad users out there, now you [...]
continue reading...7 Reasons DFC Consultants Loves Microsoft Dynamics CRM On-Line for Not For Profits
Microsoft released CRM On-line with a special focus for Non Profits and NGO’s (Non-Governmental Organizations) this past year. This is out of the box customized specifically for Not for Profits – thank you Microsoft! The two main requirements to qualify for the $9.99 pricing is that you must be a 501(c)3 and a minimum of [...]
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