Posts Tagged ‘MS CRM’
With your marketing campaigns comes creative, collateral, and of course marketing lists. Whether you are emailing, calling, or mailing, you need to make sure your marketing lists are up to date. This becomes an extremely tedious task especially when you are working with hundreds and thousands of accounts and contacts. Within Microsoft Dynamics CRM, you [...]
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Tags: dynamic lists, dynamic marketing lists, Dynamic Marketing Lists CRM 2011, Dynamics CRM, Dynamics CRM for Marketing, Dynamics CRM Marketing, dynamics crm marketing lists, marketing automation, marketing database, marketing lists, Microsoft CRM, Microsoft Dynamics CRM, Microsoft Dynamics CRM Marketing, MS CRM, MS Dynamics CRM
Posted in About Microsoft Dynamics CRM, CRM 2011, CRM Software Information, CRM Software Research, Dynamics CRM for Customer Service, Dynamics CRM for Distribution, Dynamics CRM for Manufacturing, Dynamics CRM for Marketing, Marketing Automation |
Are you part of a not-for-profit organization and would like to better manage your constituent information, donation pipeline, benefits, events and fundraisers? If so, you won’t want to miss our upcoming webinar; now’s the time to register! MIG will review Microsoft Dynamics CRM benefits and best practices for nonprofits and introduce two solutions that were specifically [...]
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Tags: Awards and Nomination Management, Configurable Dues Billing, CRM Nonprofit Webinar, CRM Not-for-Profit Webinar, Customer Relationship Management for Nonprofits, Customer Relationship Management for Not-for-Profits, Donation Management Accelerator, Dynamics CRM, Dynamics CRM for nonprofits, Dynamics CRM for Not-for-Profits, Dynamics CRM New York Partner, Events and Program Management, Fundraising and Donor Management, Legislative and Lobbying Management, Microsoft CRM, Microsoft CRM Donation Management, Microsoft CRM Membership Management, Microsoft CRM New York Partner, Microsoft Dynamics CRM, Microsoft Dynamics CRM Donation Management, Microsoft Dynamics CRM Membership Management, Microsoft Dynamics CRM New York Partner, Microsoft Dynamics CRM Nonprofit, MS CRM, MS CRM New York Partner, MS Dynamics CRM, Quote, Receipts Processing, Sales Order and Invoice Processing, Workflow Automation and Management
Posted in About Microsoft Dynamics CRM, Choosing a Microsoft Partner, CRM 2011, CRM Software Information |
Sometimes you may have separate Dynamics CRM installations or instances to help better run your organization. Different departments use CRM software for different reasons. For example, your marketing and sales departments will use it for your customers, suspects and prospects. In order to manage the payroll side for your sales department, Human Resources may use [...]
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Tags: Dynamics CRM, Dynamics CRM Instance Adapter, Dynamics CRM Instances, Dynamics CRM New York Partner, Instance Adapter, Microsoft CRM, Microsoft CRM Instance Adapter, Microsoft CRM New York Partner, Microsoft Dynamics CRM, Microsoft Dynamics CRM Instance Adapter, Microsoft Dynamics CRM Instances, Microsoft Dynamics CRM New York Partner, MS CRM, MS CRM Instance Adapter, MS CRM Instances, MS CRM New York Partner, MS Dynamics CRM
Posted in About Microsoft Dynamics CRM, Choosing a Microsoft Partner, CRM Software Implementation Tips, CRM Software Information, CRM Software Research, Dynamics CRM for Customer Service, Dynamics CRM for Distribution, Dynamics CRM for Marketing, Dynamics CRM for Sales, Dynamics CRM for Social Networking, Dynamics CRM for Vertical Industries, Marketing Automation |
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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Tags: CRM online with STAR, crm software ny, Customer relationship management, Customer Relationship Management software, Dynamics CRM Online, Dynamics CRM partner, microsoft dyanmics crm 2011, Microsoft Dynamics CRM, Microsoft Dynamics CRM cloud security, Microsoft Dynamics CRM data security, microsoft dynamics crm in the cloud, microsoft dynamics crm ny, Microsoft Dynamics CRM Online, Microsoft Dynamics CRM Partner, Microsoft Dynamics CRM reseller, microsoft dynamics data, microsoft dynamics gold certified ny, Microsoft Dynamics Gold Certified Partner New York, microsoft dynamics new york, MS CRM, MS CRM New York, MS Dynamics CRM, Security Trust & Assurance Registry program
Posted in About Microsoft Dynamics CRM, CRM Dynamics Upgrades |
Microsoft has done a great job talking up the social aspects of their pending upgrade to Microsoft Dynamics CRM 2012. Building on its Activity Feeds foundation, Dynamics CRM 2012 will support Facebook-style liking and unliking of posts, along with the ability to filter a “time-line” view based on Twitter-style hashtags (#) or other criteria. This [...]
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Tags: crm software ny, Customer relationship management, Customer Relationship Management software, Dynamics CRM partner, microsoft dyanmics crm 2011, Microsoft Dynamics CRM, Microsoft Dynamics CRM facebook, Microsoft Dynamics CRM linkedin, microsoft dynamics crm ny, Microsoft Dynamics CRM Partner, Microsoft Dynamics CRM reseller, Microsoft Dynamics CRM social, microsoft dynamics crm social dialtone, Microsoft Dynamics CRM social integration, Microsoft Dynamics CRM twitter, microsoft dynamics gold certified ny, Microsoft Dynamics Gold Certified Partner New York, microsoft dynamics new york, microsoft dynamics social dialtone, MS CRM, MS CRM New York, MS Dynamics CRM
Posted in About Microsoft Dynamics CRM, CRM Dynamics Upgrades |
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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Tags: crm software ny, Dynamics CRM partner, microsoft dyanmics crm 2011, Microsoft Dynamics CRM, microsoft dynamics crm ny, Microsoft Dynamics CRM Partner, Microsoft Dynamics CRM reseller, Microsoft Dynamics CRM Ribbon, microsoft dynamics gold certified ny, Microsoft Dynamics Gold Certified Partner New York, microsoft dynamics new york, microsoft dynamics ribbon editor, MS CRM, MS Dynamics CRM, ms dynamics crm ribbon, ribbon editor
Posted in About Microsoft Dynamics CRM |
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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Tags: CRM Anywhere, crm software ny, Dynamics CRM partner, Microsoft Dynamics CRM, Microsoft Dynamics CRM 2011, microsoft dynamics crm ny, Microsoft Dynamics CRM Partner, Microsoft Dynamics CRM reseller, microsoft dynamics document management, microsoft dynamics gold certified ny, Microsoft Dynamics Gold Certified Partner New York, microsoft dynamics new york, MS CRM, MS Dynamics CRM, ms dynamics crm 2011
Posted in About Microsoft Dynamics CRM, CRM Software Information |
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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Tags: crm integration with sharepoint, Dynamics CRM partner, dynamics crm with sharepoint, microsoft dynamics and sharepoint integration, Microsoft Dynamics CRM, Microsoft Dynamics CRM 2011, microsoft dynamics crm ny, Microsoft Dynamics CRM Partner, Microsoft Dynamics CRM reseller, microsoft dynamics document management, microsoft dynamics gold certified ny, Microsoft Dynamics Gold Certified Partner New York, microsoft sharepoint, MS CRM, MS Dynamics CRM, ms dynamics crm 2011
Posted in User - CRM User Posts |
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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Tags: Dynamics CRM, Dynamics CRM Activity Feeds, Dynamics CRM partner, Microsoft CRM Activity Feeds, Microsoft CRM Dynamics Activity Feed, Microsoft Dynamics CRM, Microsoft Dynamics CRM Partner, Microsoft Dynamics CRM reseller, Microsoft Dynamics Gold Certified Partner New York, MS CRM, MS Dynamics CRM
Posted in User - CRM User Posts |
Introduced in the November 2011 service update, Activity Feeds were a solid first step in bringing more real-time collaboration and social aspects to Microsoft Dynamics CRM. The key idea is that entities in Dynamics CRM have a social dimension. CRM records can have their own wall or stream of posts, either automatically generated by a [...]
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Tags: Dynamics CRM, Dynamics CRM Acitivity feeds, Microsoft Dynamics CRM, Microsoft Dynamics CRM Gold Certified Partner New York, MS CRM, MS CRM New York
Posted in About Microsoft Dynamics CRM, CRM Software Implementation Tips, CRM Software Information, CRM Software Research, Dynamics CRM for Customer Service, Dynamics CRM for Marketing, Dynamics CRM for Sales, Dynamics CRM for Social Networking |
