A non-profit, membership organization which provides services and supports to persons of all ages with intellectual and developmental disabilities implemented Microsoft Dynamics™ CRM for use throughout their organization. Providing advocacy and access to educational, vocational, recreational and critical life skills programs, this non-profit is an essential resource for consumers, their families and the community. Before [...]
continue reading...Posts Tagged ‘Microsoft Dynamics CRM’
What If I Want My Popular Web Links In CRM?
By using the Workplace reports section in CRM you can create a report type called Link to Web Page.
continue reading...Salesforce.com’s Inability to Integrate Their Service with Microsoft Outlook 2010
Whenever I read a news story about a horrific event or a devastating natural disaster, my heart goes out to the victims of the tragedy. At the same time, deep down, I’m thinking “Whew! At least it didn’t happen to me.” Although there were no bombings or earthquakes involved, I had a somewhat similar experience [...]
continue reading...4 Reasons to Consider a Switch from Salesforce.com to Microsoft Dynamics CRM
If you currently have a Salesforce.com implementation that is not fulfilling your business needs, there are a host of other options available to you. Microsoft Dynamics CRM Online provides a comparable feature set to your Salesforce.com solution but with some additional benefits that you ought to consider, including these four.
continue reading...What’s All The Buzz About Microsoft Dynamics CRM 2011?
There are many reasons to be excited about Microsoft’s newest version of CRM, Microsoft Dynamics CRM 2011. Although the beta version won’t be released until September, word has already spread about the benefits this version will offer including: Improved Integration CRM 2011 is going to have an enhanced integration with Microsoft Outlook and Microsoft SharePoint. [...]
continue reading...Entity Relationships With Microsoft Dynamics CRM
Introduction: Entity relationships represent how entities are related to each other within the Microsoft Dynamics CRM platform. The Microsoft Dynamics CRM customization tools make it easy to create custom entities with no programming experience, but the concepts behind establishing the relationships must be understood if the custom and system entities are to work together. Relationship [...]
continue reading...Extreme Hosting with Microsoft Dynamics CRM 4.0
One of our customers is an investment bank in Washington D.C. They really understand the value of outsourcing and hosted systems, which allows them to be highly focused on their core business without getting mired down with unnecessary concerns. We were fortunate to partner with them for their Microsoft CRM customization and hosting needs. We [...]
continue reading...Take a Look at CRM on Steroids, aka Microsoft Dynamics CRM 5.0, aka CRM 2011!
By Dan Smith, Altico Advisors Thanks to Leon Tribe’s guest post on the Microsoft Dynamics CRM Blog and Richard Knudson’s post the Richard Knudson Dynamics CRM Trick Bag, this is going to be the shortest blog post ever! Here’s a link to a 1-hour video about Dynamics CRM twenty-eleven: http://bit.ly/9xiUmy. Some have described the new [...]
continue reading...Closed Loop Marketing Reports in Microsoft Dynamics CRM
By Allen Hardon, CRM Practice Consultant I can imagine that in this economy you might want to turn up your marketing efforts to attract new leads that could turn into long term customers. How about if I told you that you could… Design marketing plans with a budget and estimated revenue projections? Create planning tasks [...]
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