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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

10 Reasons to Learn More about Rockton Connect

Finally, accounting software that fits just right!  The powerful, flexible, easy-to-use, secure, customizable, affordable, and already integrated accounting software for Microsoft Dynamics CRM 2013. Built directly inside Microsoft Dynamics CRM Totally connected customer and financial data--no more complex ERP integrations Real time visibility across your organization Rich and flexible dimensional reporting Geared to the SMB […]

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New Elevator Contractor Software Enhancements for Dynamics CRM

We're excited to announce that FieldBoss has released a new elevator contractor software version. We have a lot of great new features in this release, including over 100 new elevator fields to be tracked as well as major improvements to real time margin visibility for work orders, maintenance contracts and projects, as well as significant […]

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Stay Connected in the Field with Mobile CRM.

Imagine Dynamics CRM in the palm of your hand, whenever you need it. FieldBoss is going to be your irreplaceable companion throughout the day. With FieldBoss Mobile CRM, you will have access to the information you need at all times. From your mobile device, access equipment location, parking, and access codes as well as specification documents […]

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What is CPQ Software? Why your Sales Team Needs it!

Attention Microsoft Dynamics CRM customers - Is your sales team continuing to use outdated technology when it comes to configuring and creating quotes? Does your partner channel need an automated sales quoting and ordering tool to sell your products? If so, your business is in need of a CPQ solution. What is CPQ Software? Configure-Price-Quote (CPQ) is […]

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Salesfusion sets its sights on the Microsoft Channel with addition of industry veteran

Salesfusion, a rapidly growing marketing automation company, today announced a strategic addition to the sales leadership team with the appointment of Jon Petrucelli to Vice President of Channel Sales. Jon joins the team from Hitachi Solutions, a two-time Worldwide Microsoft CRM Partner of the Year and leader in Dynamics Marketing, where he served as the […]

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5 Little CRM Workflows with Really Big Results

Dynamics CRM Workflow is a very powerful tool. While most of ClickDimensions' marketing automation functionality happens as web service calls, times arise when a customer or partner wants to extend the functionality of ClickDimensions for their own custom process. That’s where CRM Workflow is our best friend. It can be a bit scary or overwhelming […]

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Dynamics Workflows – Automating Recurring Invoices (Part 2)

Part 1 of Dynamics Workflows is an overview of the solution and short description of each of the workflow functions included in Dynamics Workflows (Read Here….). In Part 2 I demo a real-life business processes implemented with Dynamics Workflows and its associated Recurring Invoices CRM  solution. Organizations that provide periodic services to their customers need […]

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Dynamics Workflows – Solution Overview (Part 1)

Microsoft Dynamics CRM comes with set of workflows to perform most of the basic processes businesses need. What happens when you wish to perform a workflow task that is not available with the out-of-the box workflow steps? This is where Dynamics Workflows helps businesses to design real life processes with functions to manipulate text, perform […]

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Top 5 Features of AbleBridge Data Grid for Microsoft Dynamics CRM

One of the wish list items that comes up over and over again by Microsoft Dynamics CRM users is robust, editable grids. Out of the box CRM sub-grids are a bit clumsy, require far too many clicks, and don’t allow for inline editing. This is where AbleBridge can fill a big hole. In fact, AbleBridge's […]

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Well-Executed Follow-ups with Dynamics CRM

CRM for Success is the monthly webinar series that we kicked off for 2014. This series is exclusively for CEOs, CMOs, and CSOs. Each month we will provide you with the management insight necessary for maximizing the expected benefits of CRM. We stay on-point and keep the sessions short. CRM for Success is offered every […]

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