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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

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Keeping it Clean – Tips To Declutter Your CRM

It’s a New Year with a fresh start.  And a great time to de-clutter your CRM. CRM usually doesn’t make our lives easier.  It helps management collect relevant information about our “Customers,” the relationship we have with them, and with that data collection, make important business decisions.  You have all heard the saying, “You need […]

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How To Deliver Projects On Time On Budget Using Microsoft Dynamics CRM

Does your company want to deliver projects on time and on budget? Do you use Microsoft Dynamics CRM? AbleBridge’s Project Management tool for Dynamics CRM can help. You’ve made extensive use of your Microsoft Dynamics CRM solution in your marketing campaigns. Your sales team has also used it extensively in identifying prospects, cultivating leads and […]

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How to Simplify the Most Hated Operational Task for all Project Based Organizations

  What is the most hated operational or administrative task that any professional services resource needs to do? Time entry. Some businesses can afford to let it slide, but in a project focused business, accurate time entry is crucial. Let’s be honest, this task will never be loved by the people that need to account […]

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How I Get My Team to Enter Project Time DAILY in Dynamics CRM

I admit that I am the “time police”. It is part of my process and a necessary evil. Even when you make it as simple for them as possible, consultants still don’t like to enter their time. As a manager, I explain to them that I understand this, but it still needs to happen. It […]

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CRM Software Blog Members To Visit at Summit 2016 Expo

Summit 2016 is the leading live conference for Microsoft Dynamics AX, CRM, GP, and NAV users. It is like 4 events in one, with one giant expo. In addition to all the educational content, the user group events at Summit 2016 are a great place to learn more about top Microsoft Dynamics CRM and ERP […]

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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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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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Microsoft CRM Voice of Customer integrated with Dynamics Portals

Microsoft CRM 2016 online comes with free Voice of the Customer survey to gain valuable feedback from your customers about the products and services your company provides. The survey solution is installed from Microsoft Office 365>Manage all CRM Online instances>Solutions. Dynamics Self-Service Customer portal comes with free integration to the Microsoft Survey. The Survey can […]

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Compare Excel vs MS Project vs Dynamics CRM – Pros, Cons and Costs for Project Management

When it comes to project management software, you have choices. Being in the business of providing solutions for project management, we have recommendations. Here are the pros and cons of some of the first choices as well as our take on what is the most effective. Microsoft Excel Pros: It is free; most people have […]

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Dynamics CRM New Feature – Templates for Email Signatures

Update 8.1 for CRM 2016 includes new feature, Email Signatures Template. It provides CRM users a way to create their own Email signatures.  If there is more than one signature, the user can set one template as the default signature, the one that will come up when new Email is created. Signature Templates implemented across […]

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