By now most people have heard of the term “xRM” and how it opens up the possibility of building any application one can design. However, a lot of businesses are still asking “what exactly is xRM and how can it work for me?” By investing in xRM, not only will a company gain access to [...]
continue reading...Archive for November, 2009
What is xRM?: How CRM Software Can Track More Than Just “Customers”
xRM has been getting a lot of hype recently, but many still do not understand exactly what it is. Or maybe you have not heard the term until now? Either way, to help make it simple, xRM takes CRM (which has historically helped automate sales, service and marketing for organizations) one-step further and allows you to track [...]
continue reading...A Microsoft Dynamics CRM Business Fable
The President of our company, Mr. Lee Sherwood (a very unique individual) shared one of his many interesting stories during a weekly staff meeting. The story goes like this: Business is like breakfast where employers are like pigs and employees are like chickens. Before you take offense, let me explain: The pig and the chicken go [...]
continue reading...How To Connect Microsoft Dynamics CRM 4.0 to Microsoft Dynamics GP 10.0
The Microsoft Dynamics CRM 4.0 Adapter for Microsoft Dynamics GP 10.0 is finally here! This means Dynamics CRM and Dynamics GP customers can have a completely integrated front office to back office system from Microsoft. This will eliminate tedious double entry and the risk of outdated information. Check out this post on our sister site [...]
continue reading...3 Simple Steps for Selecting the Right CRM Software
If you are embarking on a CRM software selection process, it can be a daunting task. With all of the products and partners to choose from, finding a jumping off point can be a struggle. We’ve compiled a list of tips to guide you through your software selection process and suggestions for “must-have” features and functionality that will ensure that you choose a CRM system that will support your needs now and into the future.
continue reading...The Best Option For Integrating and Migrating Data for Microsoft Dynamics CRM
For data migration and integration with Microsoft Dynamics CRM, the tool of choice is most likely going to be Scribe Software’s Insight product. For those of you who are familiar with the tool, you know it is very powerful because its CRM Adapter does everything for you in terms of keeping data integrity in the CRM database. In [...]
continue reading...How Microsoft Dynamics CRM Marketing Campaigns Can Make The Most Of Your Marketing Budget
Here is a common scenario for a Sales or Marketing Manager. You receive an email announcing it is time to register to exhibit at an upcoming trade show. It’s a tradeshow you have participated in before. You immediately ask yourself: “Should we exhibit at this show again this year? Times are tight. Is this show [...]
continue reading...iFrame technology is used to integrate Dynamics CRM with SharePoint
I get asked a lot about integration between Microsoft Dynamics CRM and Microsoft Office SharePoint Server. With the iFrame technology built natively within Microsoft Dynamics CRM, this integration is possible. The SharePoint view can be brought directly into CRM using iFrames and webparts. Using the iFrame technology really allows you to seamlessly incorporate other web [...]
continue reading...3 Reasons to Select Microsoft Dynamics CRM Online over Salesforce.com as your CRM Software Solution
So, you are comparing CRM software, and Microsoft Dynamics CRM Online and Salesforce.com are your two top options for online or web-based CRM software. Now, you need to determine which system would be the best application for your business. Been there, done that. A few years ago, as Vice President of Sales for a direct [...]
continue reading...Microsoft Dynamics ERP and Microsoft Dynamics CRM Now Certified for Windows 7 and Windows Server 2008 R2
Microsoft announced last month that all of the Microsoft Dynamics ERP and Microsoft Dynamics CRM products are certified to run on Windows 7 and Windows Server 2008 R2. Microsoft also said on their website, “Over the past few months, our R&D teams have conducted extensive testing of the current versions of Microsoft Dynamics AX, Microsoft Dynamics CRM, [...]
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