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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

Understanding and Personalizing Dashboards in Microsoft Dynamics CRM 2013

Dashboards in Microsoft Dynamics CRM 2013 act as a tool to get you up to speed and in-context with the areas of your business that you care about each time you open Dynamics CRM. They can assist you in anything from pursuing the best leads for that day, to following up on your most urgent […]

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Dynamics CRM 2013 – How to Change a business process: Free eBook

One of the many new exiting feature in Dynamics CRM 2013 is the ability to configure consistent business process that will allow users to follow best practices and common steps in their daily work.   Business processes can be used to support a step by step approach providing guidance to the user while he completes […]

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How to Manage Cross-Entity Business Process Flows in CRM 2013

Cross-entity Business Process Flows provide an excellent tool for companies to guide CRM users to intended outcomes, in a consistent and repeatable fashion.  BPFs are flexible and extensible, allowing for CRM to model complex scenarios and thereby bring an organization’s business processes to life. Below is an overview of how to build and implement a […]

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CRM 2013: Top 5 Time-Saving Features

With a spirit of efficiency, CRM 2013 boasts many major new features like business process flows and a streamlined user-interface. With that said, some of my favorite features in this release are the simplest and most subtle. Here are my top 5 time-saving features in CRM 2013: 1. Navigating using the browser’s ‘Back’ button: In keeping with the […]

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Fixing the Microsoft Dynamics 2013 Outlook Connector After upgrade

This is just a quick tip. Hopefully I can save you the time I spent on the phone with Microsoft support. The Dynamics CRM 2013 Outlook Connector is not compatible with Windows 8.1 and IE 11. You cannot connect. I was originally told this would be fixed with the Windows 8.1 Update, but after applying […]

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New Features and Pricing Updates for Microsoft Dynamics CRM Coming Soon!

Microsoft announced that Microsoft Dynamics CRM Spring 2014 Wave, the next release for Microsoft Dynamics CRM, will include new capabilities across customer service, marketing, and sales, as well as an update to its pricing and editions! New License Edition – Microsoft Dynamics CRM Online Enterprise Microsoft Dynamics CRM 2013 introduced 3 license editions: Essential, Basic, […]

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What’s changed in Dynamics CRM 2013: Free eBook

You've heard a lot about CRM 2013, but have you had the chance to take a closer look?     Microsoft has drastically changed the way we will work in Dynamics CRM;  the user experience is greatly enhanced as major improvements are now available for the benefit of all. Find out about the changes and […]

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Top 6 Benefits of Marketing Automation in Microsoft Dynamics CRM!

Marketing automation is one of the most crucial functions a CRM system can provide for an organization.  It drastically improves your abilities to engage with your prospects and customers in ways that are proven to work.  In fact, tools like real-time analytics literally let you see the results of your campaigns, so you can learn […]

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Go Mobile with Dynamics CRM 2013 Tablet Apps! Frequently Asked Questions Answered.

Recently, I published a blog post answering some commonly asked questions about Microsoft Dynamics CRM 2013’s smartphone apps.  If you missed it, you can take a look here. As workers are becoming increasingly mobile, they are working not only on their smartphones, but also on their tablets.  So today, I’d like to follow up my […]

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Turnkey’s Top 5 CRM Blogs of 2013!

Turnkey Technologies, Inc. strives to be a resource for both existing users and for new customers interested in learning the basics of Microsoft Dynamics CRM.  We published a number of blogs regarding Microsoft Dynamics CRM in 2013, which we hope you were able to find helpful and informative!  Here are the Top 5 CRM Blogs […]

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