Articles By: Rob Triggs, CRM Dynamics Ltd.

How to Attract Younger Members to your Association

A Membership Association does many things, but it always has one overriding business goal – to increase its members. Increased membership is what drives revenues and allows the Association to fulfill its mandate. Yet, the 2018 Innovation Benchmarking Research study on Associations found that nearly half of Associations are failing to grow. Stagnant or negative …

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Use Dynamics 365 to ensure accuracy of shipping times

As more customers look online to make retail purchases, it’s important that businesses do not just sell a great product, but that they also know how to get it to the customer. The accuracy of shipping time is a vital consideration for anyone looking to sell online. And, in 2018, you really should be looking …

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5 Reasons You Need Microsoft Dynamics 365 for your Credit Union

  1.    A 360-degree view of your members When you can see everything about your members in a single view, supporting them is easier. It means that you can focus on what your members really want instead of trying to navigate between multiple systems. 2.    Automate renewal notices Setting up automated personalized notices and emails …

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Are You Getting the Following Subgrid Errors after Applying Microsoft Dynamics CRM 2016 Rollup 1.0 (or CRM2015 Online Update 1)?

 Are you seeing the following errors after you updated your Microsoft Dynamics CRM 2016 or 2015? SetParameter is undefined Cannot read property 'SetParameter' of undefined at FilterCasesSubgrid Error: Unable to get property '$Y_3' of undefined or null reference Unable to get property 'SetParameter' of undefined or null reference Unable to get property setparameter of undefined …

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What You Should Know Before You Start Your Free Trial of Microsoft Dynamics CRM

  A common sales closing technique is the “Puppy Dog” close. Lore has it a family visiting a pet store couldn’t decide if they wanted to buy a puppy. The astute shop owner suggested they take the dog home for a few days, and decide after if they wanted to keep it. The family did just …

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Which is Better, Microsoft Dynamics CRM, or Salesforce?

We get the question all the time: “which is a better CRM, Microsoft Dynamics or Salesforce?” Before I address this, I want to be fully transparent: our company sells Microsoft Dynamics CRM, and not Salesforce. But this will by no means be an article trouncing Salesforce. Far from it. What I will discuss amounts to …

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Working with Data is Easy with Microsoft Dynamics CRM

One of the most ubiquitous business applications is Microsoft Excel. It’s practically synonymous with “spreadsheet” and the de-facto program almost everyone uses for data manipulation. If you’ve ever worked with it, then you’re already halfway to being an expert working with data in Microsoft Dynamics CRM. CRM users generally need to do three things with …

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What Is a 360-degree View of Your Customer, Why You Need It, and Why Microsoft Dynamics CRM Is the Best Way to Get It

There’s an old expression that knowledge is power. In business, knowledge is much more than that. Properly harnessed and managed, knowledge makes money, saves time, strengthens relationships, and grows your business. And there is no better tool on the market to help you reap the benefits of knowledge than Microsoft Dynamics CRM. Having readily available …

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Chart Your Course to Success with Microsoft Dynamics CRM

A key benefit of Microsoft Dynamics CRM is how easily and efficiently you can display data in charts and dashboards. A chart is a visual representation of filtered data, or a view. A dashboard is a collection of charts, giving users an at-a-glance snapshot of the key performance indicators they want to track. Much like a …

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Happy Data Privacy Day! How to be Compliant Without Interrupting your Business

“Don’t let Privacy Laws prevent you from selling” —Rob Triggs, VP Sales and Marketing CRM Dynamics.   January 28 is Data Privacy Day. The fact that data privacy has its own day is a testament to just how important the subject has become. The online resource Identity Guard has published its list of the top …

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