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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 ‘Dynamics CRM 2013 New Features’ Category

Dynamics PDF – Convert CRM Reports to PDF & Attach to Email

Dynamics PDF How many steps are required to send price quotation as an email? With Dynamics PDF – One single click:   With Dynamics CRM – Five clicks: Run Report Generate Quote Report Save as PDF Create Email Activity Attach PDF to Email Dynamics PDF converts any CRM report to PDF with the following one […]

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6 Productivity Best Practices for Microsoft Dynamics CRM and Office 365

Enhanced productivity is something that everyone, regardless of industry and company size, strives for on a daily basis. Many books have been written and training seminars developed to this end, and yet we are still left wanting more. What is becoming clearer each day that the best way to improve productivity is to empower each […]

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CRM for Associations: Collaborate, Retain, Manage

There are endless resources available that detail the reasons why Microsoft Dynamics CRM is the right solution for so many membership-based organizations. Streamline this, automate that. But at some point it begins to sound redundant. While it is true that CRM does help organizations in those areas, most associations miss the mark on what CRM […]

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EditAble CRM Grid Yields New Efficiencies for Microsoft Dynamics CRM Users

Any organization that uses Microsoft Dynamics CRM should check out AbleBridge’s EditAble CRM Grid. We’re extremely proud of it and our customers / partners are doing some amazing things with it. Check it out a quick demo and let us know if you have any questions.   Some Highlights: Easy to create and highly configurable Increases […]

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The Best Little Microsoft Dynamics CRM 2013 Feature You Might Not Know What To Do With: Timers

Microsoft’s latest releases and updates for CRM have really enhanced the user experience, but one of my favorite features is the new Timers Control. This great little feature is a new control which you can place on any customizable out of the box or custom entity form. They can also be added to Quick Create […]

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When You Think about Microsoft Dynamics CRM, Remember This: Marketing-driven Companies Are 31% More Profitable (1)

Having recently blogged on this same topic on the Altico Advisors company blog, I came to three realizations: It’s a topic I’m passionate about There’s a lot more to say than what I included in my original blog post To be a marketing-driven company and reap the rewards, you need a world-class CRM system Just […]

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6 Sales-Driving Enhancements of Microsoft Dynamics CRM 2015

As promised within their established bi-annual schedule, Microsoft recently announced the next big release in Customer Relationship Management (CRM) software will be available December 2014. Sales, marketing and operational executives all over the world anticipate the arrival of Microsoft Dynamics CRM 2015! Ultimately, the goal of any CRM software is to increase sales revenue and […]

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