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

 
 

Archive for the ‘by ISV/Add On Partners’ Category

Excel vs Microsoft Project vs Dynamics CRM – The Best Way to Track Projects

After you make the sale, what tool do you use to track project costs, tasks and milestones? Microsoft Excel Many people use Microsoft Excel to manage projects because it is free and everyone has access to it. You can even download some helpful Excel project management templates online. However, using Excel is not ideal because […]

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How to Reduce the Number of Clicks in Microsoft Dynamics CRM

One complaint users have about Microsoft Dynamics CRM is that it takes too many clicks to update a record. Let’s be clear, Microsoft Dynamics CRM is an excellent product. In 2006 AbleBridge made the strategic decision to solely focus on Microsoft Dynamics CRM and we’ve never looked back. But even excellent products can be made […]

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Pourquoi vous devriez intégrer votre système financier à Microsoft Dynamics CRM: du point de vue d’un directeur informatique

Par le passé, les entreprises optaient pour les meilleurs progiciels sur le marché, indépendamment de la marque, ou développaient des applications maison afin de répondre à leurs besoins de relation client et d’opérations. Comme ces systèmes deviennent désuets et obsolètes, les directeurs informatiques recherchent maintenant de nouvelles solutions pour mieux réunir leurs différentes bases de […]

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Why You Should Integrate Your Financial System to Microsoft Dynamics CRM: From an IT Director Perspective

In the past, firms have looked for the best of breed solutions or developed in-house applications in order to meet their customer relationship and operational needs. As these systems that were originally developed are now starting to become outdated and obsolete, IT Directors are looking for new solutions to more easily bring together all of […]

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Dynamics PDF – Convert CRM Reports to PDF & Attach to Email

Dynamics PDF How many steps are required to send price quotation as an email? With Dynamics PDF – One single click:   With Dynamics CRM – Five clicks: Run Report Generate Quote Report Save as PDF Create Email Activity Attach PDF to Email Dynamics PDF converts any CRM report to PDF with the following one […]

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ClickDimensions Certification Boot Camp at Convergence 2015

If you have thought about becoming ClickDimensions certified, now is the perfect time! ClickDimensions will be hosting a one-day certification boot camp on Sunday, March 15, 2015 right before the start of Microsoft Convergence 2015 in Atlanta. This boot camp training will cover everything you need to know to pass the ClickDimensions Certification exam. At the end […]

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Rockton Software: Geared to the SMB Market

We've designed Rockton Connect to be super-powerful in its setup and operation. Yes, it takes some accounting know-how to set up an accounting system, and Rockton Connect is no different there. Where Rockton Connect is different is in defaulting. Once set up, your users should never have to guess what distributions or dimensions need to […]

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Mobile Self-Service: What is Your Strategy?

As we enter into 2015, there are several topics that should be first and foremost for your business to be concerned about – near the top of that list should be providing mobile friendly support. Let’s face it – we live in a world where mobility is a must. Smartphones are omnipresent and are overtaking […]

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Pourquoi vous devriez intégrer votre système financier à Microsoft Dynamics CRM

La dernière tendance que l’on peut constater avec les systèmes de gestion est que les entreprises recherchent de nouveaux moyens de regrouper et d’intégrer toutes leurs informations en un seul endroit. Traditionnellement, les intégrations étaient encombrantes, coûteuses à maintenir et ne faisaient que pousser l’information d’un système à un autre. Désormais, les entreprises veulent aller […]

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Why You Should Integrate Your Financial System with Microsoft Dynamics CRM

The latest trend that we are seeing in management systems is that companies are looking for new ways to bring together and integrate all of their information into one place. Traditionally, there have been bulky integrations too costly to maintain and that were pushing information from one system to another. Now companies are looking to […]

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