CRM Software Logo

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

Form Social Panes and Posts in Dynamics CRM: Part 3

To wrap up our discussion on activity feed posts and their functionality, I’d like to share an idea that we have used with a client which is repeatable and I think useful in all environments. We all have a need for reminders. There are so many things that we have to accomplish on a day to […]

continue reading...

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 […]

continue reading...

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 […]

continue reading...

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 […]

continue reading...

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 […]

continue reading...

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 […]

continue reading...