Microsoft announced that as of April 9, 2013, Dynamics CRM 4.0 will move from mainstream support to extended support. Any customer running Microsoft CRM 4.0 On-Premise will no longer receive the following support items: • Non-security hotfix support • No-charge incident support • Warranty claims • Design changes and feature requests While it is not [...]
continue reading...Archive for the ‘Videos – Dynamics CRM’ Category
Product of the Month…CRM Data Grid Control by AbleBridge
At P2 Automation, we’re all about productivity, and we’re always on the lookout for tools that will provide greater capacity and improved efficiency. If you’re a Microsoft CRM user, you’ll definitely appreciate our latest find…the Data Grid Control from AbleBridge. The Data Grid Control is a flexible Microsoft CRM enhancement that will turn any CRM [...]
continue reading...Your Turnkey Sales Management Solution
What’s the number one question every company wants the answer to? How do we increase sales? With the right technology, you can turn your business into an effective, dynamic, turnkey sales operation. Use Microsoft CRM Dynamics To Strengthen Your Sales Team. CRM is a one-stop solution that, used effectively, consolidates key steps into one platform [...]
continue reading...K2 Takes An Innovative CRM Branding Approach With Video
K2, a Microsoft Dynamics CRM partner, took a unique approach with its latest marketing campaign. Their video, “Dispute Impossible,” neglects to mention product features, benefits, or testimonials. Instead, the video is all attitude, and sends the type of branding message you might expect from a massive B2C campaign. Take a look. The video itself has [...]
continue reading...Take Your Customer Service to a Whole New Level
If you haven’t checked out the new features in the Microsoft Dynamics CRM December 2012 Service Update User Interface – you need to – NOW! Gone are the headaches of having to work with multiple grids and open window panes. No need to worry about frantically searching for customer information while they’re talking to you [...]
continue reading...Losing Track of Customer Issues? We’re on the Case.
Driving to work today, you remember that you have to contact your customer, Mike. You arrive at your desk and frantically look through all of your papers for the notes you took the last time you spoke to Mike. As you shuffle through your papers, you become more and more agitated because you just know [...]
continue reading...Improve Client Relations with Case Management Strategies and your CRM Dashboard
What is Case Management and why do I need it? Case Management refers to any type of project, transaction, service or client problem that has a beginning, an end, and some type of resolution. The key factors include the critical need for multiple people to access the same data, to track and capture all client [...]
continue reading...Understanding How Data is Structured in Dynamics CRM
Before you can quickly and effectively begin leveraging Microsoft Dynamics CRM’s reporting capabilities, it’s important to understand how data is structured in the system. If you don’t know where your data is, you can’t report against it. In this video, a Socius Microsoft Dynamics CRM solutions consultant explains the hierarchy of information entities (or “buckets”) [...]
continue reading...See the Tools to Power your Marketing Productivity in Dynamics CRM
A complete CRM solution will give your marketers the tools they need to effectively drive their programs. It will automate tasks, ensure consistent follow-up, and enable greater synergy with sales. It will provide powerful workflow capabilities and guided processes that help your marketing organization automate lead distribution, ensure consistent follow-up, simplify approvals, and implement best [...]
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