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Posts Tagged ‘CRM integration’

Convergence 2013 Schedule Recommendations – IT Professional Track

March 18-21, 2013 | New Orleans, LA  About Convergence  As the premier event for the Microsoft Dynamics Customer and Partner business community, Convergence is where opportunity and innovation meet to deliver real business value. It’s the chance to make key business connections and to discover the full potential of Microsoft Dynamics solutions.  Expo and Microsoft [...]

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Extending CRM – The Best Strategy to Manage Your Business Relationships

Have you ever imagined if your customer relationship management software could not only manage customers but also other relationships across your business units? What if your CRM system could be tailored to suit your specific business at a price equal to a packaged software or if your CRM could be customized without the help of [...]

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Event Managers: Hit a Home Run with Microsoft Dynamics CRM

One of the most important skills an Event Manager must possess is organization. However, organization alone is not enough in the rapid business environment we all live in. In addition, having the right resources in place can make a world of difference. One such resource is an event management system.  Whether planning a local breakfast event [...]

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Microsoft Dynamics CRM: Next Generation Integration

Starting this article with a title that rhymes compliments the smooth rolling transition of steps, on the topic of integrating data, that I wanted to write about today. Recently working with a client who had a SQL based Enterprise Resource Planning (ERP) system, and a requirement to present some ERP data in Microsoft Dynamics CRM [...]

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Siebel to Microsoft Dynamics CRM, The Tale of Microsoft’s Own Migration

Last week I sat in on the very interesting webinar “Microsoft Saves $10M in TCO by Implementing New CRM System” from their Meet The Experts series. In this webinar Connor Marsden (US Director of Microsoft Dynamics CRM), Charles Lasco (Solution Manager, MSFT IT) and Tameem Mohammed (Developer Lead for Sales Organization, MSFT IT) talked about [...]

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Extending Dynamics CRM with Integrations

ERP/Accounting Systems One of the more frequent integrations that can be done with Microsoft Dynamics CRM is to share data with a backend ERP system. The customer data that sales, service, and marketing teams are working with in most organizations drastically differs from what the accounting team sees in the back office. And why wouldn’t [...]

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Getting Results: Driving Revenue and Serving Customers with Microsoft Dynamics CRM

When it comes to Customer Relationship Management (CRM) software, it is common knowledge that Microsoft Dynamics CRM is one of the leading products on the market.  There are a multitude of reasons for this, from the benefits it offers to the rich functionality it provides as well as the backing of a worldwide technology vendor.  [...]

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Leveraging Microsoft Dynamics ERP and CRM at High Tech Companies

At the heart of every high tech company are front-and back-office business pro­cesses that are ripe for unifying.  With all of today’s investment in enterprise applications, it still puzzles me how often I find global high tech companies with enterprise resource planning (ERP) and customer relationship management (CRM) systems that don’t work together.  Moreover, while the [...]

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Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook

Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook   One of the best and latest features in Microsoft Dynamics CRM for Outlook is the capability to apply conditional formatting to records in a view. Conditional formatting is available when using the Microsoft Dynamics CRM 2011 for Microsoft Office [...]

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