Intellitec Solutions

Microsoft Dynamics CRM has made steady improvement over the years in their search functionality, making it easier for end users to find the data they need. But one area that still was lacking was the ability to search across entities in CRM. As an end user myself, I often look for a business I need to …

New Search Functionality On Microsoft CRM – You Are Going to Love It Read More »

Businesses looking to utilize Microsoft Dynamics CRM are increasingly looking at the Online version – and with good reason. First off, the trials that often are peoples' first encounter with Microsoft CRM are cloud based, so right off the bat that is the experience people are familiar with. Add in the fact that online means …

Microsoft CRM On-Premise – It May Be Better than the Cloud Read More »

Microsoft Dynamics CRM is a fantastic way to store & track customer interactions. This really is not news – people have been using Microsoft CRM for over a dozen years now, and it is generally understood the advantages of storing client information in a package like Microsoft CRM (workflows, record of activities, etc.). A new …

3 Reasons Why Customer Portals for Microsoft CRM Makes Sense Read More »

As a Microsoft Dynamics CRM Online customer, you get inundated with e-mails from Microsoft about your software. There are notices about usage, up time, promotions, events coming up as well as tips on how to better use your solution. It therefore can be easy to start to tune out some of these messages. But when …

Microsoft CRM 2015 Upgrade – This One Will Be Different Read More »

In theory, a company should rid itself of all “silos” of client information, and have everything stored in one central spot. Unfortunately, that isn’t always possible. Sales and customer service will be using one set of tools while accounting is using another, meaning client information is often stored in at least those two spots. Add …

Keep Client Contact Info in Microsoft CRM or ERP? Read More »

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