Did you know that it’s now
If you’re a sales or customer service representative, you need to easily update records as well as report up the chain with your sales quotas, project status, and more. Most of the time, you end up having to open up each record in CRM, update relevant data, save, and close out of each record. Times this by how many records you need to update, and most of your day is spent entering data instead of closing deals and attending to customer issues.
With Microsoft Dynamics CRM 2011’s new functionality, all you have to do to create updates in the background is export data from CRM to Excel, save it, edit it in Microsoft Excel, and re-import the file using the Import Data Wizard once you are done. This saves you tons of time from having to open and close out of each record.
There is also an automatic safeguard in place so that updates are not accidentally overwritten. So, in case a record was updated in Microsoft Dynamics CRM between the time data was exported and re-imported, it skips over changes to that record so that invalid updates aren’t carried out.
Having this sort of functionality within Excel simplifies CRM updates, reporting needs, and customer service capabilities. In our experience, no one solution is the ‘silver bullet’ for your business, but the fact that Microsoft Dynamics CRM can work with a number of their other business solutions makes it the top pick in customer relationship management.
Specializing in the implementation of
By Jim Drumm with Sikich,