CRM Software Logo

A panel of Microsoft Dynamics CRM experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

 

Last week,  AKA Enterprise Solutions held an in-office event showcasing some of the great features in Microsoft Dynamics CRM 2015. Our CRM Sales Productivity Specialist Andrew Winters and our CRM Architect James DelaCruz presented on the concept of CRM in motion, business process, automation and mobility. Some of the great enhancements to the latest version […]

continue reading...

 

Congratulations….you’ve successfully implemented Dynamics CRM and I can image you and your team are really seeing the benefits of the OOTB (out of the box) functionality and flexibility. Most customers love the user interface and centralized database. It is a great tool for managing your key accounts as well as your sales pipeline. The global […]

continue reading...

 

Microsoft has confirmed its next update for Dynamics CRM will be released in Quarter 2, 2015. No other CRM provider can match Microsoft's investment in research and development and that is reflected in the breadth of enhancements in this latest update! Here's our pick of 8 Dynamics CRM Online improvements arriving soon... #1 New CRM Navigation   The most visual […]

continue reading...

 

All the information you need about your customers is in Microsoft Dynamics CRM, so why do you still feel the need to export that information to Excel to use it? Perhaps because you want to: Update a large number of fields or records Sort and group information Perform calculations But exporting Microsoft Dynamics CRM information into Excel […]

continue reading...

 

In a world of increased personalization, customization, and service, customers today have higher expectations from businesses. To meet and exceed these expectations, departments need to team up and invest in solutions that streamline efforts to gain maximum customer satisfaction. With powerful and easy‑to‑use functionality in marketing, sales and customer service, Microsoft Dynamics CRM 2015 allows […]

continue reading...

 

Here's another in a series of Microsoft Dynamics CRM customization walkthroughs. CRM Customization: How to copy an entire address Copying an address from an account record in Dynamics CRM can be a little bit tricky. If you click in the address box itself, then highlighting the address opens the address editor and de-selects the address […]

continue reading...

 

  Today's marketing leaders are focusing on building their brand, engaging one on one and demonstrating the impact of their efforts. Studies have shown: companies that leverage marketing resource management effectively will save more than 15 percent of their annual marketing budgets. organizations that nurture leads experience a 45 percent lift in lead generation ROI. 76 percent of […]

continue reading...

 

If you’re not familiar with the Microsoft Productivity Suite, it’s an integrated solution for sales and marketing. Powered by Microsoft Dynamics CRM, the Suite includes 4 additional components – Office 365, Power BI, SharePoint and Microsoft Dynamics Marketing. Wherever you may reside, if you want to read about how these interoperable components result in greater […]

continue reading...

 

Dynamics Signature adds an Email signature to Dynamics CRM Email, just like in Outlook. Users can design their Email signatures in Microsoft Word and upload them to Dynamics CRM. The default Email Signature is uploaded to the Email, when a new email record is created. Users can have one or more signatures, and select the […]

continue reading...

 

Social media makes it possible for people to easily express their like or disdain for companies in a forum that takes the fear out of commenting. People who normally would smile and say nothing will now grab their cell phone and point out all of a business’s flaws on social media, blogs or review sites. […]

continue reading...
Page 1 of 23712345...102030...Last »