This is the second blog in a two part series comparing Salesforce.com integration and Dynamics CRM integration with Microsoft Outlook (first post can be found here). Both configurations of CRM software provide an Outlook integration for their clients, but the specific features, while at first glance seem pretty similar, have very different functions and approaches. [...]
continue reading...Posts Tagged ‘CRM Outlook Integration’
CRM Outlook Client – Best Practice for Add-In and SQL Server
We had a challenge at a client which I wanted to share so that this challenge, which could have been difficult to resolve, does not happen during a future rollout. The client spent a substantial amount of time creating scripts that would automatically install and configure the Outlook client on the user’s machines. Since most [...]
continue reading...Which Fields Synch from CRM to Outlook Contacts?
CRM to Outlook Contact Synching is one of the most used features of the application, but there are some surprises when you get into the details of the contact synchronization process. If an organization works to consolidate their contacts into CRM, occasionally multiple users will wind up synching the same contact locally. It’s important to [...]
continue reading...Email Doesn’t Need to be Rocket Science with Microsoft Dynamics CRM
If you work in Outlook all day, every day, then you’re probably in the majority. In the corporate world, email is the way we communicate, get projects done, and ultimately run our businesess as efficiently as possible. You’re probably also very comfortable in Outlook if you’re in there all day. Adding a system to this [...]
continue reading...Microsoft Dynamics CRM 2011 and Outlook: 5 Functions Everybody Should Use
My experience in the world of CRM has taught me that many companies using a CRM system do not necessarily use it to its fullest potential. Here’s the essence of an article that was recently posted on the Microsoft Dynamics CRM site highlighting suggestions for making the best use of functionality that is available right [...]
continue reading...Cannot Authenticate Your Credentials; Error When Configuring Microsoft CRM 2011 for Outlook
A user recently reported that when she was trying to configure Microsoft CRM for Outlook to her CRM Online environment, she would get the following error: I’ve seen the “Cannot connect to server” error before, but this one was a little bit different because it said it “cannot authenticate credentials.” She could log on to [...]
continue reading...Grants Management Made Easy With Microsoft Dynamics CRM
We have mentioned Microsoft Dynamics CRM Accelerators before and how these free additions to your existing Dynamics CRM solution can serve specific business needs and make significant improvements to your business. Recently, while working with a government agency one of our consultants was asked for a solution that would allow funding applicants and sub-recipients to [...]
continue reading...Outlook Reminders Stopped Working / Missing / Gone. Help!!
A few of us at Customer Effective recently realized that our Outlook calendar reminders were missing. Regretfully for me, I realized the hard way by missing a phone call or two. I hadn’t realized how much I depended on the reminders. So hopefully to prevent some of you from missing an upcoming call or meeting I’ll outline [...]
continue reading...Organize Your Marketing With The Right CRM Software
Being a Marketing Manager takes a lot of multitasking and running around – between Sales and Customer Service, every department needs a piece of you! Sometimes you juggle so many roles that targeted e-mails are sent out late or planning tasks fall off your radar. The right CRM system allows you to plan and track [...]
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