CRM Software Logo

International panel of Microsoft Dynamics CRM experts provide reviews, comparisons and opinions to professionals in the CRM software selection process.

 
 

Posts Tagged ‘Microosft Dynamics CRM 2011’

CRM at Your Fingertips 24/7 with MOBILE CRM

“He who walks in the middle of the road gets hit from both sides.”  – George P. Schultz  Do you ever have those times when you are out of the office and run into a situation where you wish you had your office with you? Have you had a customer ask you a specific question [...]

continue reading...

The Odds Favor Microsoft Dynamics CRM – After All, What Are the Odds That 2.7 Million People Are Wrong?

The community of Microsoft Dynamics CRM user is steadily growing. 2.7 million is the figure a “reliable source” gave me back in February, so that number is bound to be even higher today. I don’t pretend to know how many people use some of the products that compete with Microsoft Dynamics CRM. I won’t name [...]

continue reading...

Enhancing Microsoft Dynamics CRM for Professional Services Organizations

Perhaps I should start with a definition and where else would I look if not Wikipedia. Loosely quoted: Professional services is an industry grouping that refers to technical or unique functions performed by independent contractors or consultants whose occupation is the rendering of such services. Hmmm…. Per Wikipedia, examples of professional services include accountants, actuaries, [...]

continue reading...

Microsoft Dynamics CRM 2011 – Mobility to Empower Your Sales Team

  "Perserverance is a great element of success. If you only knock long enough and loud enough at the gate, you are sure to wake up somebody." - Henry Wadsworth Longfellow   The last thing you want to hear before walking into your customer’s office is, “Your Company’s service is getting worse and worse by [...]

continue reading...

Top 6 Most Popular CRM Blog Posts by Turnkey Technologies, Inc. in 2012

 “Men at some time are masters of their fates” – William Shakespeare  Turnkey Technologies, Inc. has enjoyed sharing great information and insights about Microsoft Dynamics CRM and CRM Software on the CRM SoftwareBlog.com in 2012.  The main purpose has always been to inform the reader, give a unique point of view regarding Microsoft Dynamics CRM [...]

continue reading...

Understanding Managed Properties for CRM 2011

 Solutions in CRM are great containers for managing add-ons and customizations.  ISVs, such as Rockton Software, develop in Unmanaged Solutions, which allows for complete customization control, and then publish them as Managed Solutions.  Managed Solutions allow the developer to use Managed Properties to "lock down" certain features or definitions of objects in CRM to prevent end users [...]

continue reading...

Dynamics CRM 2011: Multiple Exchange Rates for Currencies

Having Dynamics CRM 2011 is limited to a single Exchange Rate per currency which leaves a lot of head-scratching for many.  Rarely does a single exchange rate capture the complexities of multi-currency environments.  We, here at Rockton Software, wanted to be able to change our exchange rates by date, have a date-driven table to pull [...]

continue reading...

CRM for Distribution Demo Video “A Day in the Life Of Sales”

Check out a full video demonstration of Microsoft Dynamics CRM 2011 from the perspective of a sales person and how they would go about their day.  This video offers great examples of how a sales person would interact with CRM, perform their daily connections and utilize it's great features.  If you are interested in implementing [...]

continue reading...

Microsoft Dynamics CRM 2011 is Still The Choice

It’s been a busy year for those of us associated with Microsoft Dynamics CRM. With the feature releases, Update Rollups, growing customer base, fantastic Gartner and Forrester reviews it’s clear why Microsoft Dynamics CRM is still the software of choice. Sometimes it feels like there’s too much to keep track of with all of the [...]

continue reading...

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 [...]

continue reading...