By using the Workplace reports section in CRM you can create a report type called Link to Web Page.
continue reading...Archive for the ‘Dynamics CRM for Customer Service’ Category
The Different Spectrums of Microsoft Dynamics CRM: Sales, Marketing, and Customer Service
Microsoft Dynamics® CRM has come a long way since its early days. Sure, it’s a great customer management tool and everyone knows it. But what many of you don’t realize is that it can now do so much more. Check out the different spectrums of Microsoft Dynamics CRM: Sales: Microsoft Dynamics CRM helps you see [...]
continue reading...CRM Helps Improve Processes for Manufacturers and Wholesale Distribution Companies
I was reading through McGladrey’s latest Manufacturers and Wholesale Distribution (MWD) National Survey and one of the questions really intrigued me. We asked companies what processes they were looking to improve in 2010. The top five responses were Supplier Relationship Management (76%), Customer Relationship Management (64%), Manufacturing Flow (53%), Order Fulfillment (51%), and Customer Service [...]
continue reading...Microsoft Dynamics CRM for the Healthcare Industry
Microsoft has introduced an integrated framework to enable health insurance plans to use Microsoft Dynamics® CRM. Known as “Health Plan Sales Solution”, this new framework will allow health plans to quickly and easily move their marketing and sales processes online to better manage and monitor sales, member service and retention. As a result, health insurance [...]
continue reading...Talking CRM With Your IT Manager
When evaluating the technical implications of CRM deployment, remember that CRM is foremost a technology that can help propel your business, instead of a tool that dictates your business processes. Discuss with your IT manager the business value of CRM, and get vital input on the technical corollaries of CRM implementation. The IT manager is [...]
continue reading...Sneak Preview of the Next Microsoft Dynamics CRM Release – Just a Few Tidbits So Far
By Justin Languirand, Altico Advisors Dynamics CRM 2011, the next version of Microsoft’s customer relationship management software (the current release is Microsoft Dynamics CRM 4.0), will be released to beta in September and officially released by the end of this year, Microsoft recently announced. There’s not a whole lot of information generally available so far, [...]
continue reading...Top 5 Tips for CRM Implementation Success
By Dan Smith, Altico Advisors David Myron, Editorial Director of CRM Magazine, wrote a great editorial in the July issue. He used a billiards analogy and called his piece: “15 Years of Pocket Shots and Miscues.” Here’s his opening paragraph. “To be good at Eight-Ball, you have to take a measured approach to each shot. [...]
continue reading...Why Customer Relationship Management is Essential in Today’s Economy
During times of economic struggle, most businesses end up making cuts and changes to keep their businesses in the green. From laying off staff to decreasing business travel, reducing marketing efforts and ending bonuses and raises temporarily – there are a variety of ways businesses look to cut their expenses. At the same time, they [...]
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