Articles By: Crestwood Associates

How Microsoft Dynamics 365 Helps Financial Institutions

Financial Institutions face many difficult challenges. In volatile financial times, investors are much more cautious and wary of where they invest their money. And with the growth of social and mobile technology, it’s increasingly important to keep up with the times. That is where Microsoft Dynamics 365 can help. Smart financial institutions have found that …

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5 Steps to Planning an Effective Nurturing Campaign with Microsoft Dynamics CRM

What if there was a way to deliver relevant content and follow up with potential customers on products/services they might be interested without having to use a ton of valuable staff time? That’s where the marketing automation function in your Microsoft Dynamics CRM system comes into play. Marketing automation helps you understand your buyer’s intent, …

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Microsoft Dynamics CRM Online vs Salesforce Cost Comparison

Get More Productivity and Save Thousands of Dollars with Dynamics CRM If you’ve considered Dynamics CRM, now is the time to try it and buy it. And this handy comparison helps you see the benefits in just a few seconds. We’ve illustrated the true cost and functionality differences between Microsoft Dynamics CRM and Salesforce and, …

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ClickDimensions for CRM Makes Email Marketing Easy & Fun

We recently became a partner with ClickDimensions and are now able to provide this great software-as-a-service marketing automation solution to our clients. We are very excited about this product and highly recommend it to any organization in need of a great marketing automation system. ClickDimensions adds email marketing, web tracking, lead scoring, social discovery, campaign …

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Does CRM 2011 or 2013 Work with Internet Explorer 11?

Sometimes when Microsoft Internet Explorer gets updated, some of the systems that connect with it, like Microsoft Dynamics CRM, suddenly don’t work. The case with Internet Explorer 11 (IE11) is no exception.  If you are running Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM 2013, IE11 is NOT supported. (Microsoft’s way of saying it doesn’t …

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Microsoft Releases Dynamics CRM Online Pricing Options

If you are like us, you have anxiously been awaiting the latest online licensing options for Dynamics CRM.  In the past, Microsoft has  offered Dynamics CRM Online at a single price point, one size fits all.  But they have come to realize that customers are demanding more choice and flexibility when purchasing CRM Online and as …

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Microsoft Has Released Dynamics CRM 2011 Update Rollup 14

We are pleased to announce that the newest Rollup for Dynamics CRM 2011 is out! This is a tested, cumulative set of updates. It includes performance enhancements that are packaged together for simple and easy deployment. Our favorite fixes? Take a look!  "Show Selected Views" does not work in CRM Dashboard. Adding a mail template in CRM after …

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Microsoft Dynamics CRM 2011 Quick Tip: Navigate Directly to a View (Skip the Clicks)!

A frequent complaint about Microsoft Dynamics CRM has been that it is very “clicky”; you need to click through several windows to get where you want to go.  This isn't surprising with very robust software like Dynamics CRM.  However, all that functionality comes at a cost:  lots of windows, options, and paths.  Well don’t lose hope, there are ways …

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CRM Tip: Auto-populate calendar and contacts with drop-and-drop feature in CRM

Timesaving tips and tricks are always good news, and CRM has one for you! With a neat drag-and-drop feature, you can drag emails over to your calendar or contacts and it will auto-populate the information! This drag and drop works for tasks and notes too! Follow these easy steps below to learn this efficient trick …

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Crestwood Associates is on our way to Convergence 2013!

Microsoft Convergence 2013 is here! From March 18-21 Microsoft professionals are meetingin New Orleans to attend seminars and keynote speeches and find out about everything new and exciting for Microsoft in 2013. Crestwood Associates’ own John Kazanow and Rick Feterick will be in attendance and are certainly looking forward to it! Feterick has heard there will be …

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