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A panel of Microsoft Dynamics CRM/Dynamics 365 experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

CRM for Project Management

Formulating a Channel Model for CRM Project Success – Download Now

Harnessing the correct communication channels and using them in the right way to facilitate project management is one of the biggest stumbling blocks faced by project stakeholders. Microsoft Gold Partner Mint Management Technologies’ Senior CRM Project Manager Ross Musselman provides insights and experience into formulating a channel model for streamlined project management with successful outcomes. […]

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Get to Know Dynamics 365 for Project Services

Microsoft Dynamics 365 boasts an assortment of features and benefits for Project Service Automation. Once the software is implemented, you will notice great improvement in productivity, which leads to enhancements in both customer satisfaction and overall profitability. There are three primary benefits gained when using Microsoft Dynamics 365 for Project Service Automation, which are the: […]

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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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Mobile Sales & Field Service Offline Mobile CRM for Dynamics CRM and Salesforce

Resco, a leading provider of cross-platform mobile CRM solutions to businesses of all sizes has made an announcement today. Their number one fully-fledged offline mobile CRM solution is available to the Salesforce community using mobile sales and field service. Thereby, extending their overall strategy and bringing a platform to any organization that utilizes Salesforce solutions […]

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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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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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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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The Role of the Modern CRM Platform – Loyalty and the Customer Experience

There was a time when leads and opportunities were managed within Excel sheets, or by using simple contact management software. Sales teams reacted to customer demands and worked from a set of scripts that helped direct them to what they needed. “The bulk of B2B purchasing decisions take place before a customer contacts a supplier.” Today’s customers are much more […]

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How Fast Can You Email a Client a Project Status Report From Dynamics CRM?

If a client asks me for a project status report, I can send it within 2 minutes. Complete with all project tasks, milestones, percentage of completion and the total time billed against the total time approved. Can your project management system do that? This is only possible because we use templates and checklists in Project […]

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