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

 
 

 

We recently completed a Microsoft Dynamics CRM Online implementation for a company with numerous divisions that each had its own product lines but whose salespeople could sell all products across divisions into their accounts. The company had started an implementation of SalesForce.com but was really using only the Chatter feature for collaboration and online chatting. […]

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Your best customers are the foundation of your current and future success. Knowing your best customers today can help you find and keep your next best customers tomorrow. This means getting every piece of vital information about them and their company that will help you find and keep more like them. Customer data and information […]

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At Core Solutions, we are always on the lookout for time-saving End-User tips, even if they aren’t very technical in nature. This decidedly low-tech navigation tip has saved clients (and us) lots of time and effort moving around Dynamics CRM 2013. With the introduction of the new Tiles menu options (a la Windows 8), CRM […]

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Today, more than ever, organizations’ need their software to be productive. Consequently, Microsoft Dynamics CRM 2013 delivers a business software that is modern and easy-to use. Here are three Microsoft Dynamics CRM takeaways for your organization: Don’t plod through your CRM. Microsoft Dynamics CRM has a reimagined user experience that is simple, intuitive, and all […]

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By Glenn Kinstler, 2B Solutions, Inc When making the decision to implement a new CRM solution, each business will have to decide “is it worth it,” and many will do a formal ROI analysis.  There are many tangible and measurable costs to include in the analysis: Software License Fees Training Costs Migration Costs Implementation Costs […]

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Dashboards in Microsoft Dynamics CRM 2013 act as a tool to get you up to speed and in-context with the areas of your business that you care about each time you open Dynamics CRM. They can assist you in anything from pursuing the best leads for that day, to following up on your most urgent […]

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If you are the Administrator of your organization’s Microsoft Dynamics CRM system (either by accident or by design) you are likely flooded with daily questions and requests from your CRM users.  Staying on top of your game as a CRM Admin requires staying current on all the latest CRM news and trends, and knowing where […]

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One of the many new exiting feature in Dynamics CRM 2013 is the ability to configure consistent business process that will allow users to follow best practices and common steps in their daily work.   Business processes can be used to support a step by step approach providing guidance to the user while he completes […]

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CRM workflows can add time (days and hours) to a date/time field. To create a task 4 hours from now, let's say: Friday 4:00PM, the calculated time is 8:00PM the same day, which is outside business hours ( Monday-Friday 8:00AM till 5:00PM). Adding 4 business (working) hours to Friday 4:00PM is actually, Monday 11:00AM. Moreover, […]

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Ever since January when Microsoft announced it had acquired Parature, a cloud based customer service solution provider, there’s been a fair amount of speculation about what this means for Microsoft’s Dynamics CRM customer relationship management platform.  And while Dynamics CRM will certainly benefit from Microsoft’s purchase, the exact timing remains unclear.  According to a recent […]

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