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continue reading...Archive for the ‘Workflow Tips and Tricks’ Category
Features of Microsoft Dynamics CRM: Keyboard Shortcuts
Shortcuts are commonly used throughout Microsoft Office applications and the Windows operating systems. Microsoft Dynamics CRM is no exception. As well as improving the productivity of staff, features like these also help user adoption and with getting new users up and running quickly and efficiently.
continue reading...Making the most of your Microsoft Dynamics CRM Opportunities
Let’s say I am a National Sales Manager managing a fairly good sized nationwide sales force of independent agents and direct sales employees. These sales people are of widely varying experience and knowledge with our products and sales processes. While many of the newer sales people are motivated and aggressive, they just don’t have the [...]
continue reading...Microsoft Dynamics CRM used by IT Help Desk for Case Management
When your organization is contacted – whether it’s by telephone, e-mail, or handwritten letter – and this is the type of activity which needs to be tracked, Microsoft Dynamics CRM has out of the box Customer Service functionality to manage these activities. Case Management is a tool for your customer service agents which provides transparency [...]
continue reading...City of Birmingham, Alabama Selects Microsoft Dymanics CRM for 311 Call Center
To better serve its roughly 230,000 residents, the City of Birmingham, Alabama established a 311 nonemergency call center in 2005. The 311 call center routes service requests to more than 20 different city divisions that take care of everything from trash removal and street repair to nonemergency police calls and environmental code inspections. The call [...]
continue reading...News about Microsoft Dynamics CRM integration with Microsoft Dynamics NAV
There’s an exciting new development happening with Microsoft Dynamics CRM and the CRM functionality in Microsoft Dynamics NAV. Recently, Microsoft confirmed that it will be providing built-in integration with Microsoft Dynamics CRM in the next release of Microsoft Dynamics NAV.
continue reading...Microsoft Dynamics CRM: Inventory and Training Management with Integrated Handheld Scanners
Our state department of education has an innovative program which involves sending hands-on math and science training kits to schools. These math and science kits are refurbished and distributed from 12 warehouses across the state. Along with tracking the individual materials inside the kits, as well as the locations of the kits, they were required [...]
continue reading...Power Up Customer Satisfaction and Retention
Getting the most out of your customer data and business information Customer relationships matter. Period. In an era of fast business transactions, immediate need gratification, and tight budgets, the relationship you have with your customer brings revenue and profitability to your business. Today, however, many businesses don’t proactively behave as if customer relationships matter. In [...]
continue reading...CRM Email Deployment Options
So you just got CRM 4.0 and upon setting up the users you see several options for Email and are a bit confused, no problem. Microsoft offers several email deployment options to suit most any company’s needs. These include an Email Router, Forward Mailboxes, and the trusty Outlook client. I wanted to take a few moments [...]
continue reading...Integrating Microsoft Dynamics CRM With Microsoft Virtual Earth
One of the best features of Microsoft Dynamics CRM is the ability to display external web pages in CRM via Inline Frames. This capability allows you to grab almost anything with a web address and make it part of your MS CRM application. Even better, it is possible to take characteristics from the current [...]
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