I’ve been using Dynamics CRM for over five years. I continue to be amazed at what CRM offers our team, here at Rockton Software, in collecting and sharing important information. CRM is one of those products I deem “Microsoft got right” since their 3.0 release, and their focus on simplicity and integration with Outlook. My [...]
continue reading...Archive for the ‘by ISV/Add On Partners’ Category
My First CRM 2011 Workflow
I recently created my first CRM workflow, and it was so simple that I can’t stop thinking up new ways to use this work and time-saving tool. I love it when I can make repetitive tasks automatic, or give myself an automatic heads-up or reminder. For my first workflow, I just wanted to know whenever [...]
continue reading...Crestwood Associates is on our way to Convergence 2013!
Microsoft Convergence 2013 is here! From March 18-21 Microsoft professionals are meetingin New Orleans to attend seminars and keynote speeches and find out about everything new and exciting for Microsoft in 2013. Crestwood Associates’ own John Kazanow and Rick Feterick will be in attendance and are certainly looking forward to it! Feterick has heard there will be [...]
continue reading...Convergence 2013 Booth Illusion
While I was in college, I got a job at a local grocery store. It was a small scale store where everyone was trained to do all of the necessary tasks from stocking shelves and bagging groceries to customer check out. It was at that time I realized that while I was generally good at [...]
continue reading...Why is Microsoft Dynamics CRM the Best Platform for a Project Management Tool?
The promise of Microsoft Dynamics CRM goes beyond sales and marketing. It’s a well-knit platform upon which our project management software is built. If you’re in the business of managing projects, consider it as a must-have feature, not a nice-to-have add-on. Recently, it caused a sensation when Kirill Tatarinov, president of Microsoft Business Solutions (MBS), [...]
continue reading...What City Will Host Microsoft Convergence 2014?
Convergence 2013 is so close that I can smell the crisp, sweet beignets! Can you feel the excitement? In about a week, roughly 11,000 Microsoft Dynamics’ customers, prospects, partners, press, and employees will converge on NOLA. It’s so close, I can already smell those sweet beignets! Speaking of Convergence, one of my favorite things to do [...]
continue reading...Workflows in CRM 2011 are Great, Little Helpers
Workflows aren’t just for process automation. They’re a great tool that you can use to update multiple records at one time. Especially records that one cannot update with the Edit button, you know, up there in that ribbon. This past week, I was running CRM Lead reports around certain events. With the out-of-the-box CRM fields [...]
continue reading...Why Are YOU Going to Convergence 2013?
Microsoft Dynamics Convergence – Objectives Plane ticket to New Orleans booked? Check! Hotel room reserved? Check! Ok, it looks like all the hard work is done. I guess there is not much else to do but patiently wait for March 18. With the Microsoft Dynamics premier event coming up fast, I’d like to take an [...]
continue reading...Tracking in CRM
I’m old enough to remember when every office had a Rolodex, a mimeograph machine, and a typewriter (probably a manual one at that), so I’m very grateful to now be able to use CRM in my daily work at Rockton Software (www.rocktonsoftware.com). I can access an incredible amount of information and quickly see the history [...]
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