Microsoft’s commitment to accelerated, new feature releases of Microsoft Dynamics CRM every six months is exciting and this “CRM Anywhere” release is a testament to their “more innovation available more frequently” strategy. We were impressed with the November 2011 Service Update (R7) but we wanted to call out some of the anticipated highlights for the [...]
continue reading...Posts Tagged ‘Microsoft Dynamics CRM 2011’
Data Importing Made Easy with Microsoft Dynamics CRM
Almost every CRM Consulting engagement includes some level of data conversion for our customers. Most have existing data that needs to be brought into their new CRM; others have ongoing data import needs from the trade shows that they attend throughout the year. One of the welcome new features in CRM 2011 comes from the Data [...]
continue reading...CRM and ERP Integration – Really?!
Is the tool your sales professionals use to track and manage their leads, opportunities, and customers in its own silo completely separate from your ERP system? Does your staff have to update two systems anytime a customer changes location or phone numbers? The answer to these questions doesn’t have to be “yes.” Microsoft Dynamics CRM [...]
continue reading...Synching Phonecall Phone Numbers to Outlook in Microsoft Dynamics CRM
If you schedule phone calls in Microsoft Dynamics CRM, you will notice that they synchronize to Microsoft Outlook as tasks. This is great, as you will see them from Outlook, and they will remind you when they are due. However, you may notice that the phone call task does not include the phone number for [...]
continue reading...Technical Post: Using PowerShell to Address an “Invalid Trace Directory” Error in Microsoft Dynamics CRM 2011
At one of Green Beacon Solutions’ clients, we kept seeing a pesky error in Microsoft Dynamics CRM 2011’s Event Log that the Trace Directory was not defined: Invalid Trace Directory. Additional Info:[ Unable to Write file , Trace directory not defined (Reporting Process:File Name is Null. LocalTraceSettings: {Filename: ,FileCountSuffix:1 ,TraceFileSize:10485760 ,TraceDirectory: ,TracingCallStack:Yes ,IsTracingOff:No ,LoadState:LoadSuccessfulUnreported ,RefreshTraceInt:-1 [...]
continue reading...Score New Leads Using CRM 2011 Dialogs
Qualifying leads for sales helps prioritize a salesperson’s work to align his/her timing with the lead’s timing. In addition, salespeople are prepped for the call by reviewing the qualified questions and answers and can use that information to enhance the initial sales call, rather than sounding like a cold call. Would you like an easy [...]
continue reading...Why Organizations Choose Microsoft Dynamics CRM 2011?
Top Reasons Why Our Customers Choose Microsoft Dynamics CRM 2011 Value When considering factors that affect total cost of ownership – such as licensing, services, training, deployment, administration, and maintenance – Microsoft Dynamics CRM is regarded by many customers and industry analysts as one of the best CRM values in the industry. Familiarity Since Microsoft [...]
continue reading...Dynamics CRM Fits the Bill for Productivity, Security, and Reliability
Companies investing in CRM solutions should focus on the tangible benefits they receive such as improved user productivity, enhanced customer service delivery, and integrations to current systems. In their research, organizations must determine which CRM providers are contenders and which are pretenders in order to find the solution that best fits their requirements. Benefits for [...]
continue reading...A Day in the Life of Butch Burnquist, a CRM Online 2011 System Administrator
Let’s put ourselves in the shoes of Butch Burnquist, your regular Microsoft Dynamics CRM Online 2011 administrator. His company subscribed to CRM Online 2011 in January, when the product was initially launched. His company is having a smooth year since making the transition to CRM Online 2011, and his boss is happy with him for [...]
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