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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

How the CRM App is Different from the CRM Outlook Add-in

So you want to know how the CRM App is different from the CRM Outlook add-in? Well you have come to the right place. Microsoft Dynamics CRM already includes a full-featured CRM add-in for Microsoft Outlook called Dynamics CRM for Outlook. With Dynamics CRM for Outlook (also known as the “Outlook client”), you can do […]

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How a Busy Nonprofit Simplifies Data Entry in Microsoft Dynamics CRM

The Bridgespan Group is a nonprofit, working with nonprofits, that uses Microsoft Dynamics CRM in a non-traditional and very creative way. That means the less data entry the better. The Bridgespan Group helps nonprofit and philanthropic leaders in the beneficial work of developing strategies and building organizations that inspire and accelerate social change. For example, […]

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Top 3 des choses à garder à l’esprit lors de l’implantation de Microsoft Dynamics CRM

Un des plus grands avantages de Dynamics CRM, c’est la possibilité de personnaliser à peu près n’importe quoi dans le système afin de répondre aux besoins spécifiques d’une entreprise. Il se peut cependant que l’équipe qui s’occupe de concevoir le système s’attarde sur des détails et qu’elle perde de vue la raison initiale de l’implantation. […]

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Top 3 Things to Think About When Implementing Microsoft Dynamics CRM

What is great about Dynamics CRM is the potential to customize just about anything within the system to meet an organization’s specific needs. What you need to keep in mind is that this may also cause the people who are assisting in the design of the system to lose sight of the initial reason for […]

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Peak Portals Introduces Private Discussion Groups & KB Articles

Peak Portals 2.3 introduces one of our most requested features – “private” Discussion Groups.  Want to let your partners participate in a discussion that your customers can’t see? You can do that now in version 2.3, here’s how: To make a Discussion Group private, assign it to one or more Portal Security Roles.  Only users […]

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Convert CRM Report to Excel File and Attach to Email

Dynamics PDF version 0.0.9 now includes new features; one of them is the ability, with one click of a button, to convert a Dynamics CRM Report to an Excel file and automatically attach it to an Email. With the new feature, you can email a CRM report as an Excel File to a manager or […]

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CRMUG Summit & Product Announcement

Thank you to those who were able to make our “Increase Your Engagement, Not Your Budget,” session at CRMUG’s The Summit event! During our session we had the opportunity to show you the value of Peak Portals, have a customer tell you how the portal has been a value to them and also had the pleasure […]

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How to Calculate Multicurrency Sales Forecasts in Dynamics CRM

As a global company, do you have the ability to see a forecast of all your sales opportunities in a single currency? Let’s say you are a US based company with sales offices across the globe. One office is entering sales leads and forecasting revenue in Yuan, another in Euros, another in Pesos. But management […]

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When is $100,000 a bargain? When it completely transforms your higher education ERP.

The education space gets more competitive every year. Departments need to fill classes or they can fall dangerously short on funding. Institutions are increasingly relying on technology to help give them an edge. And now a tremendous edge has hit the market. Schools often invest tens of millions of dollars on educational ERP systems such […]

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