Articles By: CAL Business Solutions, Inc.

Demo of Dynamics GP Integration 2013 to Dynamics CRM with Connector Tool

Captain Stack Dynamics just released a great new video showing the integration between Microsoft Dynamics GP 2013 and Microsoft Dynamics CRM using the CRM Connector tool. The Connector tool syncs certain records both ways, while other records are controlled by one system or the other, either the ERP system or CRM system. The demo starts …

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5 Ways eCommerce is Changing, and How CRM Software Can Help

As it becomes increasingly inconvenient and costly for consumers to shop in the store, more and more of them are turning to online stores to make their purchases. Unfortunately for small and mid-sized retailers, many consumers don't step outside of comfortable eCommerce sites like Amazon and Google Shopping to make their purchases. How can modern …

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CRM Software: Go Vertical, Customize, or Build Your Own?

Fellow blogger Lauren Carlson from Software Advice website wrote an interesting article (CRM: Go Vertical, Customize, or Integrate?) outlining three directions a company could choose when selecting CRM Software.  The options she discussed were 1) Go vertical 2) Customize or 3) Build Your Own. A brief summary of the pros and cons: Go vertical: Most …

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SMB Cloud Adoption Study Statistics Show That Cloud Usage is On The Rise

Businesses have clearly recognized the existence of cloud computing, and it would be difficult to find a business where buzzwords like "cloud" and "SaaS" are not being thrown around. But how many businesses are actually using the cloud or at least considering it? According to a Microsoft-sponsored study 39 percent of small to medium-sized businesses …

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Microsoft Dynamics CRM Terms You Should Know: Glossary Part 2

This is a continuation of “Microsoft Dynamics CRM Terms You Should Know: Glossary Part 1”.  Hopefully it will  serve as a useful guide for those who want a deeper understanding of the feature-rich, user-friendly CRM software. These are a few terms you should know and understand when you use Microsoft Dynamics CRM. 7. Customization - …

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Microsoft Dynamics CRM Terms You Should Know: Glossary Part 1

Microsoft Dynamics CRM is very easy to use, and those familiar with the interfaces found in other Microsoft products will not have trouble jumping in and getting started.  Nevertheless, to truly harness the power of Dynamics CRM, it helps to know some of the terminology.  These are a few terms you should know and understand …

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Pricing Tool to Compare the Cost of Dynamics CRM Online vs. Salesforce.com vs. Oracle CRM OnDemand

If you have ever bought a new car or a new construction home you know that the price on the sticker is usually not the price you actually pay when you walk out the door. The reason? Add on features. All the little extra’s that you need, but did not realize were not part of …

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My Story: What Happened When the Marketing Manager Got Admin Access to the CRM Software System

My Story: What Happened When the Marketing Manager Got Admin Access to the CRM Software System Several years ago I worked at a small Microsoft Dynamics GP partner in Milford, Connecticut. After incessant nagging about the lack of any kind of organized sales and marketing tracking, the owners agreed to buy a Goldmine CRM system …

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Top 10 Questions About the Connector for Microsoft Dynamics – How to Integrate Dynamics ERP and Dynamics CRM Software

The Connector for Microsoft Dynamics (previously known as “Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP”) provides flexible integration between Microsoft Dynamics ERP products and Microsoft Dynamics CRM. The tool has been available for Microsoft Dynamics GP integration for several months (check out: 6 Ways Microsoft Dynamics CRM Integrates to Microsoft Dynamics GP), but now …

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6 Ways Microsoft Dynamics CRM Integrates to Microsoft Dynamics GP

Microsoft Dynamics GP (Great Plains) is accounting/ERP software that is designed to meet the needs of growing companies at a price they can afford. From financial management to e-commerce, supply chain management to reporting and analysis, this integrated solution can help you gain accurate and timely business insight that you need to make smart strategic decisions. …

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