Recently, Sherwood Systems had the privilege of being an exhibitor at this year’s Arizona Business Growth Expo. As a Microsoft Dynamics CRM partner, we enjoyed many lively conversations with small business owners curious and seriously contemplating the benefits of CRM. When asked if they have CRM in place, many replied with “we have a contact [...]
continue reading...Posts Tagged ‘Microsoft Dynamics CRM Partner Arizona’
3 User Productivity Tips in Microsoft Dynamics CRM
Microsoft Dynamics CRM 2011 offers many productivity enhancements. We hope you enjoy these time saving tips. Look for more in future blogs. 1) Bulk Edit Save time in making changes to many records at once using bulk edit. Select multiple account records on a list and click the edit button on the ribbon bar. A [...]
continue reading...Customization Enhancements We Like in Microsoft Dynamics CRM 2011
Microsoft Dynamics CRM 2011 offers the ability to quickly and easily extend the application without the need for complex custom development (given the user has appropriate security). This frees up users to work more efficiently, effectively generating more revenue for their business. Here is a quick review of some of the new customization enhancements we [...]
continue reading...Recap of Dynamics CRM 2011 Launch Event Tempe, AZ
On March 16, 2011 Sherwood Systems hosted a CRM 2011 launch event at the Microsoft Southwest District offices on the shores of beautiful Tempe Town Lake. 16 attendees heard Ed Bonaski, Director of Sales, deliver the keynote address in which he updated the attendees on Dynamics CRM 2011 in the marketplace and Microsoft’s strategy for [...]
continue reading...Goal Management in Microsoft Dynamics CRM 2011
“A goal properly set is halfway reached.” – Abraham Lincoln Abe Lincoln certainly never envisioned how his statement might apply to a software product but here’s a feature in Microsoft Dynamics CRM 2011 that you’re going to love if you’re a goal setter! Users can create goals for employees or teams for sales numbers and any [...]
continue reading...Relationships and Connections in Dynamics CRM 2011
In previous versions, Microsoft Dynamics CRM users were able to define relationships between accounts, contacts, and opportunities. While this did provide some value, relationships could only be defined among these three entities. In Microsoft Dynamics CRM 2011 , users are now able to define their own connections between any two of any of the CRM entities. Upgraders will still have the ability to use the relationship functionality between accounts, [...]
continue reading...Processes (Formerly Workflows) in Microsoft Dynamics CRM 2011
Microsoft Dynamics CRM 2011 has expanded its workflow capability by adding interactive dialogs. These dialogs collect and process information using scripts which prompt users through each step in a process. Dialogs require user input to start and run them to completion. Dialogs can be used to guide customer interactions and internal processes. Workflow logic could be applied which will make the dialog more versatile. [...]
continue reading...Guarantee Accuracy and Quickly Add New Contacts in Microsoft Dynamics CRM
When choosing CRM software you need to know you have a partner who can give you tips and tricks as well as provide guidance and advice in the areas you choose to implement. Our client needed to ensure accurate demographic information on the contact form so we helped them take advantage of the the special relationship [...]
continue reading...Managing Security and Information Access in Microsoft Dynamics CRM
Microsoft Dynamics CRM includes a powerful and highly configurable security model that you can use to configure and restrict information access according to your business needs. The on-premise version of Microsoft Dynamics CRM uses Active Directory to manage user accounts and passwords. The online version of Microsoft Dynamics CRM uses Windows Live ID for user [...]
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