Posts Tagged ‘Microsoft CRM’
So I was out with a friend and explaining what I do, I get a confused look. What is C…R…M? Ok, I get it. Not everyone has lived in the software industry and is used to the many acronyms for our products. I explain it is a software package that helps you keep track of [...]
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Tags: Customer relationship management, Microsoft CRM, North Dakota CRM Partner
Posted in About Microsoft Dynamics CRM, Dynamics CRM for Customer Service, Dynamics CRM for Marketing, Dynamics CRM for Sales |
Is your organization currently using or evaluating Microsoft Dynamics CRM? If so, you won’t want to miss 5 hours of Microsoft Dynamics CRM training and information that will be presented at OTT, Inc.’s 2011 Summit, on Monday, November 14, 2011! OTT, Inc.’s annual Summit delivers a unique educational experience for Microsoft Dynamics CRM clients and [...]
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Tags: CRM, CRM 2011, CRM education, CRM Minnesota, crm training, Customer relationship management, Dynamics CRM, Dynamics Minnesota, Microsoft CRM, Microsoft Dynamics CRM, Microsoft Dynamics CRM 2011, Microsoft Minnesota, OTT Summit, PM, Project Management, XRM
Posted in About Microsoft Dynamics CRM, CRM 2011, CRM Dynamics Upgrades, CRM Online, CRM Software Information, Microsoft Dynamics CRM Training, xRm |
Recently we had a client who wanted to modify the default Activity and Activity History views on the Account form. Rather than having the closed activities view default to “Related Regarding,” they wanted the view to default to just the records associated with the selected record. We started with code from a blog by Adi [...]
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Tags: Activity History in CRM 2011, Microsoft CRM
Posted in CRM 2011 |
As we have covered earlier on the CEI blog, Microsoft Dynamics CRM 2011 introduces some great new form customization capabilities. One of my favorites is the ability to remove Navigation bar links from a form. Prior to 2011, the only way to remove nav bar links was to use jscript to hide them. This complicated [...]
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Tags: Microsoft CRM
Posted in User - CRM User Posts |
When people think of CRM systems, the first thoughts that usually pop into their minds might revolve around customer relationships, cost savings, or technological capabilities. However, there is another benefit that is often overlooked, and that involves caring for the environment. Microsoft Dynamics CRM preserves one of nature’s most precious commodities: trees. It does so [...]
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Tags: CRM 2011, CRM Marketing, CRM Software, Customer relationship management, Dynamics CRM, evaluate crm software, Microsoft CRM, Microsoft Dynamics CRM, Microsoft Dynamics CRM 2011, Virginia Microsoft Dynamics CRM Partner
Posted in About Microsoft Dynamics CRM, Compare CRM Packages, Cost of CRM Software, CRM 2011, CRM Online, CRM Software Information, CRM Software Research, Dynamics CRM for Customer Service, Dynamics CRM for Marketing, Dynamics CRM for Sales, Dynamics CRM for Social Networking, Hosted CRM, Microsoft Dynamics CRM Training |
One of the best features of Microsoft Dynamics CRM 2011 is its ability to fulfill functions that were not designed out of the box, a concept known in the CRM community as “xRM”. One such potential function is project management. Maintaining some project-level information in CRM can be incredibly valuable, especially if you are already [...]
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Tags: CRM, CRM 2011, CRM Minnesota, Customer relationship management, Dynamics CRM, Dynamics Minnesota, Microsoft CRM, Microsoft Dynamics CRM, Microsoft Dynamics CRM 2011, Microsoft Minnesota, OTT Summit, PM, Project Management, XRM
Posted in About Microsoft Dynamics CRM, CRM 2011, xRm |
InvestmentNews reports that Cerulli Associates Inc. just conducted a survey of 7,800 investor households. Cerulli’s research indicates that investors, particularly high net worth investors, tend to work with multiple financial advisors, especially during stock market routs. Specific findings of note include the following: Nearly 25% of households work with multiple financial advisors. 33% of households [...]
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Tags: CRM for Financial Services, CRM for Wealth Management, Dynamics CRM Partner in South Carolina, Microsoft CRM
Posted in CRM 2011, Dynamics CRM for Customer Service, Dynamics CRM for Vertical Industries |
Figuring out whether to purchase or build from scratch an enterprise business application is a decision that many companies have faced. Thankfully, that decision has been made easier with the introduction of the Microsoft xRM application platform. With the xRm application platform, your company will now get to enjoy the best of both options. [...]
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Tags: CRM Online, Dynamics CRM, Dynamics CRM Implementation Tips, Dynamics CRM Online, evaluate crm software, Maryland/DC Microsoft Dynamics CRM Partner, Microsoft CRM, Microsoft Dynamics CRM, Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM Online, Microsoft Dynamics XRM, Virginia Microsoft Dynamics CRM Partner, Washington DC Microsoft Dynamics CRM Partner, XRM
Posted in About Microsoft Dynamics CRM, Choosing a Microsoft Partner, Cost of CRM Software, CRM Dynamics Upgrades, CRM Online, CRM Software Implementation Tips, CRM Software Information, CRM Software Research, CRM Software Selection Tips, Dynamics CRM for Customer Service, Dynamics CRM for Marketing, Dynamics CRM for Sales, Dynamics CRM for Social Networking, Dynamics CRM for Vertical Industries, Hosted CRM |
In order for the mass transition to cloud computing to occur, it’s imperative that CIO’s get comfortable with the security surrounding this new form of IT. After learning about the security safeguards in place, CIO’s won’t be as apprehensive when starting the transition from the traditional client/server model to the cloud. All you need to [...]
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Tags: CRM, CRM 2011, Maryland Microsoft dynamics crm partner, Maryland/DC Microsoft Dynamics CRM Partner, Microsoft CRM, Microsoft Dynamics CRM, Microsoft Dynamics CRM 2011, Microsoft Dynamics XRM, Virginia Microsoft Dynamics CRM Partner, Washington DC Microsoft Dynamics CRM Partner, XRM
Posted in About Microsoft Dynamics CRM, Choosing a Microsoft Partner, CRM 2011, CRM Dynamics Upgrades, CRM Online, CRM Software Information, Dynamics CRM for Customer Service, Dynamics CRM for Marketing, Dynamics CRM for Sales, Dynamics CRM for Social Networking, Dynamics CRM for Vertical Industries, Dynamics CRM vs. Salesforce.com, Hosted CRM |
With a fast evolving market, businesses are expected to keep up with all their customers’ needs. How are you supposed to keep up when there are new channels popping up every day? While your customers are more connected, they may not want to be contacted through all those channels. The problem now becomes the experience [...]
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Tags: Accounting Software New York, CRM, CRM for customer retention, CRM for sales, CRM integration, CRM Marketing, CRM Online, CRM Software, Customer relationship management, Dynamics CRM, Dynamics CRM Online, evaluate crm software, Microsoft CRM, Microsoft Dynamics CRM, MS CRM New York, new jersey microsoft dynamics crm partner, New York Microsoft Dynamics Partner, NYC CRM Partner, Software Services NYC
Posted in About Microsoft Dynamics CRM, CRM 2011, CRM Online, CRM Software Implementation Tips, CRM Software Information, CRM Software Research, CRM Software Selection Tips, Dynamics CRM for Customer Service, Dynamics CRM for Marketing, Dynamics CRM for Sales, Dynamics CRM for Social Networking, Dynamics CRM for Vertical Industries, Marketing Automation, Microsoft Dynamics CRM Training, User - CRM User Posts |
