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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

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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Why You Should Stop Exporting Microsoft Dynamics CRM Records into Excel

All the information you need about your customers is in Microsoft Dynamics CRM, so why do you still feel the need to export that information to Excel to use it? Perhaps because you want to: Update a large number of fields or records Sort and group information Perform calculations But exporting Microsoft Dynamics CRM information into Excel […]

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Dynamics Signature – Just Like in Outlook

Dynamics Signature adds an Email signature to Dynamics CRM Email, just like in Outlook. Users can design their Email signatures in Microsoft Word and upload them to Dynamics CRM. The default Email Signature is uploaded to the Email, when a new email record is created. Users can have one or more signatures, and select the […]

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5 Steps to Starting a Marketing Automation Practice Within Your Organization

There has been a lot of talk about marketing automation in recent years, and with Microsoft Dynamics Marketing now integrated to the Dynamics CRM system, both the marketing and the sales team can now benefit from this powerful tool. So why are firms hesitant about implementing this feature? When you first start looking at setting […]

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Rockton Connect, Accounting Inside Microsoft Dynamics CRM: Online, On Premise, Hosted

While Rockton Connect's license model is priced per-month, how the software is deployed is entirely up to you. We support every deployment model of Microsoft Dynamics CRM 2013 and 2015: on premise, partner hosted, or CRM online. This means you can choose the deployment model that works for you. Rockton Connect has 2 major components: […]

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