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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

Prompt Payment Legislation and Trade Contractor Advocacy

Anyone who has successfully won an RFP knows that getting paid can be tricky depending on who your customer is, and what their business practices are like. In Canada, trade contractors perform more than 80% of all construction work and they routinely receive late payments from general contractor – which has resulted in cash flow problems […]

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Wanting to Upgrade from QuickBooks?

Are you looking to upgrade from QuickBooks, but aren't ready to implement an enterprise system? We were, too! That's why we created Rockton Connect, small business accounting inside Microsoft Dynamics CRM. We were already using Microsoft Dynamics CRM, and we were having difficulties finding an accounting software that would integrate with it. We wanted something […]

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Why You Should Integrate Your Financial System to Microsoft Dynamics CRM: From an Executive’s Perspective

As an executive within an organization, you need to have a global view of what’s going on across your entire organization. At all times you should not only have a snapshot of the activities across your key departments, but also of the different business areas within your organization such as: Customer profiles and statistics Financial […]

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Dynamics CRM Developers Do Amazing Things with Editable CRM Grid

Good developers just have a sixth sense that allows them to look at a tool and think of all the new ways they can tweak it and use it to go above and beyond the normal expectations. We have found this to be true of our EditAble CRM Grid tool.  Microsoft Dynamics CRM users love […]

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Dynamics Docs VS Dynamics PDF

Dynamics CRM price quotation, order and invoice are an example to how CRM documents are produced using SQL Reporting Services. Most Dynamics CRM users find it difficult to attach such reports to an email, and find it even more difficult to redesign Dynamics CRM OOB reports. Adding business logo and extra details are the bare […]

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5 étapes pour automatiser le marketing dans votre entreprise

Il y a eu beaucoup de discussions sur l’automatisation du marketing au cours des dernières années. Avec Microsoft Dynamics Marketing intégré au système Dynamics CRM, les équipes de marketing et de ventes peuvent toutes deux bénéficier de ce puissant outil. Pourquoi alors les entreprises hésitent-elles à mettre en œuvre cette fonctionnalité? Lorsque vous commencez à […]

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Remove Duplicates to Unlock the Value of your CRM Data

Customer Relationship Management (CRM) has moved from specialist term to buzzword, and now, into the core of business. Gartner predicts the CRM Software market is projected to grow at a rate of 14.8% through to 2017. Gartner is well known for its predictions, and its analysis of the market shows the appeal for CRM is […]

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How an IT Services Firm Manages Project Resource Scheduling in Microsoft Dynamics CRM

Do you find it difficult to manage your own schedule? What if you had to manage the schedules of 200 consultants flying all over the world working on complex IT projects? Trustmarque is a leading IT Services firm in the UK. They have hundreds of employees working onsite, in IT consulting roles, at both private […]

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CRM Package Deployer

Inside of the Microsoft Dynamics CRM SDK, there are a number of tools available from Microsoft that you may or may not have worked with. At Rockton Software, we've been testing out with the Package Deployer tool provided to see how that will help us put Rockton Connect, small business accounting inside CRM, into the […]

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

Certains rapports financiers peuvent aider les directeurs de ventes à avoir une vision claire de la situation actuelle de leurs clients. Ces rapports deviennent importants quand il est temps d’évaluer le portefeuille des clients de votre entreprise, puisqu’ils dressent un tableau complet de votre clientèle. Ces rapports incluent : Le volume de ventes : cumul annuel à […]

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