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Posts Tagged ‘Microsoft Dynamics CRM Partner’

3 Key Tips for Improving “New Lead” Tracking Processes in Microsoft Dynamics CRM

“The superior man is modest in his speech, but excels in his actions.” – Confucius  Microsoft Dynamics CRM can help any sales organization improve results by better managing their sales funnel. I’m going to call the top of this sales funnel “Leads”.  Every organization depends on a steady source of leads to generate sales for [...]

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2 Keys to Optimizing CRM for Your Organization

When implementing a new CRM system, the same questions always seem to arise. First and foremost clients want to know: “What type of staffing resources do I need to manage my new system?”  That question is almost always followed by: “What skills are necessary for an administrator to succeed?”   Optimization for your company Obviously, [...]

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Will there be a MS Dynamics CRM Windows 8 version?

Buried in the Release Preview Guide for the December Update, there's a table showing all the operating systems that the online version of Dynamics CRM will be compatible with. There's a row devoted to Windows 8, along with all the browsers Dynamics CRM will run on: IE, Chrome, and Firefox. So all of you who [...]

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STAR Helps Dynamics CRM Online Meet Security and Regulatory Requirements

Back in July, the Microsoft Dynamics CRM team had an important announcement on cloud security that may have flown under the radar for many of us. Microsoft had registered CRM Online with the Cloud Security Alliances' STAR (Security, Trust, & Assurance Registry) program. That's a mouthful. Translation: Dynamics CRM Online has met certain data security [...]

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Microsoft Dynamics CRM Ribbon Customization

One important thing to bear in mind while choosing software is to make sure you will have the capability of customizing it later. Microsoft Dynamics CRM is programmable and changeable at a core level and it will come in handy when you need to do modifications to help the everyday users. For example: the Microsoft [...]

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FYI: CRM Anywhere for Microsoft Dynamics CRM 2012 Delayed

In a previous post, we wrote about the new mobility capabilities planned for Microsoft Dynamics CRM 2012 Update. To refresh your memory, the 2012 Update would be executed on the Dynamics team's “CRM Anywhere” strategy. The goal was to offer cross-browser access (Safari – Firefox – Chrome) for Dynamics CRM, as well as a native [...]

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Why Aren’t You Using SharePoint with Dynamics CRM 2011?

With the release of Dynamics CRM 2011, Microsoft provides an out-of-the-box integration with SharePoint. Even if you don't take full advantage of the complete capabilities of a SharePoint integration, you'll certainly want to turn this feature on. At a minimum, you'll be able to share your CRM documents across your organization. In previous versions of [...]

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Cool Tip For Microsoft CRM Dynamics Activity Feeds

The release of Activity Feeds in late 2011 marked the first true introduction of powerful social networking capabilities into Microsoft Dynamics CRM. Activity Feeds let users see a stream of real-time updates to users, Account records, Leads, and other entities. It’s a great way to get a quick feel for what’s going on in the [...]

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Customer Effective Honored as Microsoft’s East Region CRM Partner of the Year for a Third Consecutive Year

Customer Effective announces their selection as the 2012 Microsoft Dynamics CRM Partner of the Year for the East Region. This marks the third consecutive year Customer Effective has received this distinction. The award is based on a number of criteria including delivery of innovative market‐leading customer solutions built on Microsoft technologies and achievement of high [...]

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