Lack of user adoption is the number-one cause of failed CRM implementations. There are multiple reasons for this, including a lack of diligence identifying and accommodating key business processes, failure to integrate with other key systems, lack of executive sponsorship, and throwing users a curve ball with an unfamiliar interface. This last reason can be [...]
continue reading...Posts Tagged ‘Dynamics CRM Partner in Colorado’
Dynamics CRM Update Rollup 12 Unveils New Features That Will Make Users More Productive
With the release date of the long awaited Update rollup 12 quickly approaching, CRM designers and users are preparing for some new features coming to CRM. These features include: Updated User Interface Pre-Defined and configurable Sales and Service Processes Social Integration Office 2013 compatibility Browser and Mobile Experiences Embedded Skype New Bulk Data APIs Browser [...]
continue reading...Microsoft Releases Statement of Direction for Dynamics CRM!
Microsoft is reinventing the way people work, with Microsoft Dynamics CRM- whether they are on the road, at home or in the office. Recently, Microsoft announced their statement of direction for Dynamics CRM in 2012. In this statement they revealed that a new service update for Microsoft Dynamics CRM Online will be released in December [...]
continue reading...Microsoft Dynamics CRM: Relate Anything to Anything
Most CRM (Customer Relationship Management) systems are founded on the principle of relational data. That is, records in the system can be related to other records in the system. For example contacts, sales opportunities, customer support cases, and activities can all be related to company records in order to provide a complete picture of the [...]
continue reading...Increase the Productivity of Your Organization With Contextual Document Management
Dynamics CRM 2011 offers significant new and enhanced features that can increase effectiveness and productivity in your organization. This article will highlight Contextual Document Management, one of the many enhancements delivered with the new version. To read more about the new functionality in Dynamics CRM 2011, click here. Dynamics CRM has always provided the ability [...]
continue reading...What’s New in Dynamics CRM 2011 ? – Role Based Forms!
Dynamics CRM 2011 offers significant new and enhanced features that can increase effectiveness and productivity in your organization. This article will highlight Role Based Forms, one of the many enhancements delivered with the new version. To see a video about creating role based forms, click here. Dynamics CRM has always delivered rich form customization through [...]
continue reading...Dashboards in Microsoft Dynamics CRM
Dynamics CRM 2011 offers significant new and enhanced features that can increase effectiveness and productivity in your organization. This article will highlight Dashboards, one of the many enhancements delivered with the new version. To learn more, click here. In previous versions of Dynamics CRM, system administrators could create dashboards by developing a SQL Server Reporting Services [...]
continue reading...Track Data Changes in Microsoft Dynamics CRM with the Auditing Feature
Dynamics CRM 2011 offers significant new and enhanced data management features that can increase effectiveness and productivity in your organization. This article will highlight Auditing, one of the many enhancements delivered with the new version. To see more of the new features in Microsoft Dynamics CRM 2011, click here for a video. Auditing is a [...]
continue reading...Provide a Great Customer Experience with Microsoft Dynamics CRM
CRM solutions are great for managing accounts, contacts, and marketing lists, but did you know that Microsoft Dynamics CRM can be used to empower your customer-facing departments with all the tools they need to provide great customer service? Businesses either succeed or fail based on their ability to provide a great customer experience and Microsoft [...]
continue reading...Office 365 and CRM Online – Less Isn’t More, More is More
To the Cloud? If you’ve been thinking about transitioning to cloud computing and cloud services, but aren’t yet convinced that it is appropriate for your organization, consider how much cloud computing is changing the way we do business by providing opportunities to deliver and consume IT in entirely new ways. As companies scramble to dominate [...]
continue reading...
