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...Posts Tagged ‘CRM Outlook Integration’
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 [...]
continue reading...Running Microsoft CRM for Outlook in Multiple Windows
Many CRM users who have CRM for Outlook installed on their PC’s also open the CRM web client to browse CRM. When asked why they do this, they often reply “because I don’t like to leave my inbox.” They will use CRM for Outlook for tracking e-mails and appointments, and then open the web client [...]
continue reading...Why Microsoft Dynamics CRM and Outlook Integration are the Keys to End User Adoption Among Project Managers
When implementing a new project management software solution, getting everyone in your organization to become accustomed to using it on a daily basis is one the main challenges faced by organizations in the Architecture, Engineering, and Construction (AEC) industries. Cleaning and then migrating data, setting up the infrastructure, and training new users are all relatively [...]
continue reading...MSCRM 4.0 Client for Outlook and Upgrade to CRM 2011
Upgrading to CRM 2011 can prove to be a challenge on its own. One major complicating factor can be getting all of your users with the CRM 4.0 Client for Outlook upgraded to the CRM 2011 Client for Outlook. The good news is that the CRM 4.0 Client for Outlook will connect to a CRM [...]
continue reading...Microsoft CRMs Competitive Advantage vs. SalesForce.com
On a recent call with investors, the CEO of SalesForce.com took a shot at Microsoft Dynamics CRM, stating his belief that Microsoft “…offers customers no competitive advantage.” With all due respect, that assessment could not be further from the truth. Microsoft Dynamics CRM offers an array of things SalesForce does not. Just to name a few: [...]
continue reading...Seamless Outlook Integration with Microsoft Dynamics CRM 2011
Microsoft Dynamics® CRM 2011 has a lot of great new features, but my personal favorite is its seamless Outlook integration. I am like most of you out there and have my Outlook open all day, every day, no matter what project I’m working on. Its interface is easy to use and it keeps me on track [...]
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