Dynamics CRM 2011 offers significant new and enhanced features that can increase effectiveness and productivity in your organization. This article will highlight Contextual Document Management, one of the many enhancements delivered with the new version. To read more about the new functionality in Dynamics CRM 2011, click here. Dynamics CRM has always provided the ability [...]
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Forthwith, my six rules for CRM user adoption. The general points are valid for any customer relationship management system; most of the examples and links are about Dynamics CRM specific implementation details. 1. Define Everybody agrees user adoption is a good thing, but nobody knows what it is. This is an exaggeration to make a [...]
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As a software developer and consultant for The TM Group working with Microsoft Dynamics applications, it is my job to create custom applications and tools to assist users to perform their role as efficiently as possible. The Microsoft Dynamics products provide very comprehensive environments right out of the box; however, in some cases the size [...]
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You can’t deny the incredible potential using social media in business today. Combining social channels with your CRM can be a faster and more reliable way to reach new customers, as well as resolve issues for existing ones. According to this article in the Economic Times, Gartner predicts that by 2014, refusing to communicate with [...]
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At this year’s Convergence conference, Microsoft revealed how the company had finally managed to wean itself from Siebel and implement its own Dynamics CRM system throughout its business. For those considering a switch to Dynamics CRM, it is the ultimate success story, and for Oracle and other competitors, it highlights the beginning of a significant [...]
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Do you ever get the sense that your sales and marketing teams fight like cats and dogs? Sales is blaming marketing because they don’t have enough in the pipeline, while marketing gets frustrated because sales follow through is lacking. Break the cycle by getting your whole team on the same page. It’s as simple as [...]
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In March, Microsoft announced new mobile capabilities for Dynamics CRM as part of a planned upgrade scheduled for Q2 2012. There’s been a lot of excitement generated by this new mobile feature, which will support native MS CRM apps on all your favorite devices, including iPhone, Windows Phone 7, BlackBerry, and Android. We’ve gone through [...]
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In late January I read a blog post by Lars Agger of Habanero Consulting about the launch of a new ERP services company in Vancouver, Canada. The post was discussing the state of ERP service firms and how this company would transform the typical experience that customers have. This new company had three core promises The post was discussing [...]
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When you are evaluating CRM software, you want to choose one that will be easy to use and save you time. One time saver in Microsoft Dynamics CRM 2011 is the ability to keep track of your most recently viewed records. You can “pin” records that you use frequently. Wherever you are in CRM, you will see [...]
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What keeps you awake at night? If you’re an asset-based company, whether your assets are medical devices, machinery, software or what have you, I would venture a guess that what keeps you up at night is tracking and regulatory compliance. It could be tracking by lot and serial number, tracking product recalls, RMAs, support incidents, [...]
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