Articles By: xRM

Project Service Automation for CRM - Planning and Delivery

Planning and Delivery of PSA In Part 1 of this series, we posted a brief introduction to the Project Service Automation solution for Microsoft Dynamics CRM Online. This is Part 2 of a four-part series on Microsoft Dynamics CRM Project Service Automation, or PSA, as it is more easily referred to. This part will dive a little …

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Getting Started with Project Service Automation in Microsoft Dynamics CRM

By now, you have probably already heard that Project Service Automation (PSA) is a new solution offered in the Microsoft Dynamics CRM Online 2016 Update 1. As most of us in this space know, it's been a frequent request, and has often been met by bolting on third-party solutions.  No longer. For service-based companies looking …

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Easily Program against Microsoft Dynamics CRM API, Even Using Open Source Platforms

If you've ever been frustrated trying to integrate Microsoft Dynamics CRM with your open-source website or content management system (CMS) due to the complexity of the application program interface (API), you might want to read this. A Little Coding Just a bit of coding can go a long way in reducing the CRM API to …

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How to Get Started with Voice of the Customer in Microsoft Dynamics CRM 2016

  The 2016 CRM update brought with it a lot of changes that will really help you drive business this year. One of these changes is a feature called Voice of the Customer. Basically, what this feature does is help you gather customer feedback so you really understand what's resonating with your clients.   Once …

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Marketing via Text Message: Is It for You? Microsoft Dynamics Marketing 2016 Says Yes!

No matter how great your business and services are, you won’t be successful if people don’t know about them. And the savvy marketers know that since today’s world relies heavily on mobile technology, it only makes sense that your marketing strategy should too. You have to meet your audience where they are, which includes texting. …

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