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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

Quelques questions à se poser avant d’implanter le module de service de Dynamics CRM

Le service à la clientèle est un élément essentiel de toute entreprise, puisque les clients s’attendent à avoir des réponses rapides à leurs questions. Microsoft Dynamics CRM a élargi son offre avec de nouveaux outils de gestion et de planification du service à la clientèle pour justement vous permettre de dépasser les attentes de vos […]

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The Hidden Truth about CRM Data Import Files

There is no denying that when working with importable data in CRM, data integrity is of the highest importance. Microsoft has gone a long way to help make importable templates much more manageable and safe for end users.  They have added a number of user friendly measures, such as tool tips that tell you the […]

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Using Workflow Alerts to Manage Projects in Dynamics CRM

How do you alert a team member that a project task has been assigned to them? Are you still sending email? Did you know this can be done automatically when you manage your projects in Microsoft Dynamics CRM? When we do a Microsoft Dynamics CRM implementation it requires that we work together as team to […]

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Questions to Ask before Implementing the Service Module in Dynamics CRM

Customer service is an essential piece to any business. Customers want prompt answers to their questions, and Microsoft Dynamics CRM has added even more customer service management and scheduling tools to their offering to ensure that you can go above and beyond your customers’ expectations. By using the service module with Microsoft Dynamics CRM, you […]

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Project Management Tip: Our Secret to Running Successful Dynamics CRM Implementations

I believe it was Socrates who said, “Employ your time in improving yourself.” Truthfully, we should look for ways to improve not only ourselves but also our processes. At our company this means looking for ways to improve the way we deliver Microsoft Dynamics CRM projects to our clients. Every project is managed using our […]

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

Le principal outil du contrôleur est le système ERP puisque toute l’information financière y est enregistrée, mais cela ne veut pas dire qu’il n’est pas concerné ou intéressé par les détails des autres départements de son organisation. Le département des finances est souvent sollicité pour extraire des données financières puisque les autres groupes peuvent ne […]

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Solutions for Microsoft Dynamics CRM – Free Trial and Free Software Upgrade

Dynamics Objects add-ons to Microsoft Dynamics CRM, come with free lifetime software upgrades and lifetime Email support. If you are new to our solutions and you wish to test them for free or you are an existing client wishing to upgrade the solution to the latest version, just download the latest trial version from our website, […]

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Quelques questions à se poser avant d’implanter le module de marketing de Dynamics CRM

Une fois que tous les comptes et contacts de votre organisation ont été entrés dans Dynamics CRM, il est temps de tirer profit de ce système et d’en apprendre plus sur les habitudes de consommation de vos clients et prospects, et ainsi éviter que votre application CRM ne se réduise qu’à un carnet d’adresses de […]

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Quelques questions à se poser avant d’implanter le module de ventes de Dynamics CRM

Le module de ventes est généralement l’un des premiers modules à être implanté puisque les comptes et les clients sont au cœur des affaires de toute compagnie. Comme plusieurs départements reposent sur l’information client, il y aura beaucoup de demandes et d’exigences provenant des différents secteurs de l’entreprise. Voici quelques questions que vous devriez vous […]

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How Microsoft Partners Can Use Checklists to Manage Implementation Projects in Dynamics CRM

Are you consistently following the same methodology for every software implementation project? Does everyone in your company, including new hires, know the exact steps to follow? When steps are missed, do you know where the process failed? We have found that using templates and checklists within Dynamics CRM, using the AbleBridge Project Management add on, […]

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