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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

Quoi prendre en considération avant de débuter l’implantation de Microsoft Dynamics CRM

Un des plus grands défis lors de l’implantation d’un système CRM est son adoption par les utilisateurs. Votre entreprise a investi beaucoup de temps et d’argent pour acquérir cette solution, et il en dépend maintenant des équipes de projet et de direction d’assurer que ce changement soit perçu de manière positive pour que les utilisateurs […]

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

A controller’s primary tool is an ERP system since all of the financial information is stored there, but that does not mean that they are not invested or interested in the details from other departments across the organization. The finance department is typically solicited to pull financial data because other groups may not have access […]

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CRM Software Optimized for Employee Benefits Brokers

As an employee benefits broker, have you searched without success for a CRM software solution that fits all of your needs? Have you found that the programs out there are inadequate to satisfy your business' unique methods, special terminology and responsibilities? Most out of the box systems cannot measure up because they are designed for […]

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How to Do Complex Inline Calculations Inside Microsoft Dynamics CRM

Can you easily perform pricing calculations in Microsoft Dynamics CRM? You likely have your own quoting process. Often the pricing and quality calculations are done in Microsoft Excel, or on a calculator. Then the final number is entered on a quote form in Dynamics CRM to be sent out and tracked. But what if someone […]

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US Companies Can Save 30% on Their CRM Projects

Who wouldn't want to save 30% on their CRM projects? The Canadian dollar is at levels we have not seen in some time. So why are companies in the United States still using local Microsoft Dynamics CRM partners when they can save at least 30% by going north? Canadian CRM, eh? With the Canadian dollar […]

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CRM Workflow: Email CRM Report as PDF Attachment

There are two ways to Email a CRM report as a PDF attachment, depending whether the CRM is online or on premise CRM On-Premise Using Dynamics Workflow you can schedule how and when the workflow will create a new Email message, and attach it to the Email  report in PDF format, using SQL Server Reporting […]

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Six Customer Portal Benefits for Microsoft Dynamics Customers

Meet YOUR customer demand with quick responses to problems/cases/orders More and more people expect immediate responses from businesses. They want to have access to account/product information, anytime, anywhere. It's the culture we live in. We are all accustomed to immediate gratification. If your business fails to provide ready-access information, your customers will leave for one that does. […]

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What to Think About Before Going Live With Your Microsoft Dynamics CRM Implementation

One of the biggest hurdles when implementing a CRM system is user adoption. Your company has invested a significant amount of time and money to acquire a CRM system, and it is now up to the CRM project and executive teams to ensure that this change is viewed in a positive light and that the […]

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Worldwide Partner Conference 2015 Recap

Wow, what a great experience! I just got back from Microsoft’s Worldwide Partner Conference (WPC) that was held in Orlando, Florida. Although I have attended Microsoft events as a Microsoft Employee, this was my first event since being hired with Rockton Software. I have to say, I was very excited to be there and came […]

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