Articles By: CRM Team, Armanino LLP

Get RMA Functionality within Microsoft Dynamics CRM

We’ve extended the use of Microsoft CRM to include Return Material Authorization (RMA) capabilities! Manufacturing and distribution companies can utilize this new solution to support RMA tracking, process automation, and reporting. Enable your team to effectively manage RMAs to: Leverage product tracking for authorized returns such as replacement, repair or simply un-wanted products Track multiple …

Get RMA Functionality within Microsoft Dynamics CRM Read More »

Learn about Connecting your Dynamics CRM and ERP Solutions at Convergence

Convergence is right around the corner and if you’re lucky enough be attending, you’ll notice there are a number of informative classes to choose from. One class in particular that should be on the radar for any company utilizing both Microsoft Dynamics ERP and CRM is: Connector for Microsoft Dynamics: Best Practices CSCP01 (visit the …

Learn about Connecting your Dynamics CRM and ERP Solutions at Convergence Read More »

Just Released: Warranty Management and Product Repair through Microsoft CRM

Many of our clients include manufacturing and distribution companies that we’ve worked alongside implementing CRM and ERP solutions. From our work with these companies, it became clear that there was a definite need for a comprehensive warranty management and product repair solution that was capable of supporting these needs.   To address this, Armanino recently …

Just Released: Warranty Management and Product Repair through Microsoft CRM Read More »

Microsoft CRM vs. SharePoint: Why One Over the Other?

Dynamics CRM and Microsoft SharePoint are two powerful enterprise applications.  Both are built on Microsoft Windows, SQL Server and can integrate with most Microsoft productivity tools like Office and Lync. I am often asked: ”For specific business processes, how is one better than the other? How can I make a good decision on which application …

Microsoft CRM vs. SharePoint: Why One Over the Other? Read More »

3 Reasons to Attend Microsoft Convergence 2013

Convergence 2013 is coming to New Orleans, March 18-21.  This is the biggest Microsoft Dynamics Customer Conference event of the year with over 10,000 attendees and I encourage you to attend.  You and your teammates will: Learn to get the most out of your Microsoft Dynamics solution.  You’ll have the opportunity to attend a variety of …

3 Reasons to Attend Microsoft Convergence 2013 Read More »

Extending Microsoft Dynamics CRM’s Customer Service Module for Manufacturing

Microsoft CRM delivers a robust out-of-the-box Customer Service solution which includes standard features like case management, field service scheduling, and a knowledge management module. For many companies, this built-in solution offers more customer service capabilities then they’ll ever need, but oftentimes manufacturing enterprises require a more extensive customer service solution. We’ve worked with a large …

Extending Microsoft Dynamics CRM’s Customer Service Module for Manufacturing Read More »

Top 3 Ways Nonprofits Benefit from a CRM System

I’ll admit it. Nonprofits are my passion. Maybe it’s my tendency to vote for the underdog, or a naive dream to make the world a better place, or maybe I simply love the chaotic environment and the excitement that embodies many nonprofits. Whatever the reason, I want them to succeed. If you’re reading this and …

Top 3 Ways Nonprofits Benefit from a CRM System Read More »

Security and Compliance with Microsoft Dynamics CRM (HIPAA & ISO27001)

As one of Microsoft’s top partners working with pharmaceutical companies and medical device manufacturers, Armanino Consulting has had many recent inquiries about HIPAA and other data compliance requirements as they pertain to Microsoft CRM Online.  As the US heads towards electronic medical records stored in the cloud, this topic seems to be top of mind …

Security and Compliance with Microsoft Dynamics CRM (HIPAA & ISO27001) Read More »

Leveraging Microsoft Dynamics ERP and CRM at High Tech Companies

At the heart of every high tech company are front-and back-office business pro­cesses that are ripe for unifying.  With all of today’s investment in enterprise applications, it still puzzles me how often I find global high tech companies with enterprise resource planning (ERP) and customer relationship management (CRM) systems that don’t work together.  Moreover, while the …

Leveraging Microsoft Dynamics ERP and CRM at High Tech Companies Read More »

Microsoft CRM, Affordable For Small to Mid-size Businesses?

Absolutely, plus from a business standpoint, Microsoft Dynamics CRM is more cost effective than other CRM’s or no CRM for that matter. To start, let’s put it into perspective. All businesses need efficiency and a growing customer base in order to reach the next level. In order to do achieve that, small businesses must: Ensure …

Microsoft CRM, Affordable For Small to Mid-size Businesses? Read More »

 

Show Buttons
Hide Buttons