Thank you to those who were able to make our “Increase Your Engagement, Not Your Budget,” session at CRMUG’s The Summit event! During our session we had the opportunity to show you the value of Peak Portals, have a customer tell you how the portal has been a value to them and also had the pleasure […]
continue reading...Microsoft Dynamics CRM 2011
Jinan Construction Generates 300 Legal Contracts with Merge Fields from Dynamics CRM
Jinan Construction is a Chinese company developing multi-storey residential towers in countries like Australia and Asia. Flat’s prospects and buyers are managed with Dynamics CRM. The CRM solution includes, among other entities, the Legal Contract entity that stores the purchaser’s details and child entities (1:N) to manage payments schedule, clients requests for custom design and […]
continue reading...5 Keys to a Successful Dynamics CRM Discovery Session
Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. But there is also some work the client can do to ensure a positive result. Clients can help ensure a successful implementation by paying attention to […]
continue reading...Dynamics Signature with CRM Workflows
In a previous post I presented the features of this smart application, Dynamics Signature. In a well-organized company, it's common practice that all CRM Users have same structure of CRM Email Signature, otherwise each user will create their own signature with different content, contact details, and different size of company logo. This can be a nightmare for an […]
continue reading...Reports for Dynamics CRM- Don’t Let Your Boss Read this Post !
If you ever paid for Dynamics CRM reports, burn this Post before your boss reads it! Combine easy to write CRM Reports and auto delivering of reports with CRM Workflows, for only $49 per assigned user (min 7 users) Reports provide useful business information to CRM users and clients. With Dynamics Docs, you don’t have […]
continue reading...Quote with Optional Products and Services with Dynamics Docs for Dynamics CRM
One of the keys to great price proposal is providing options to your client. If you only give them one, they will perceive your proposal as a take it or leave it option. However, providing them options shifts the question from “do I purchase or not” to “do I purchase option 1 or option 2” […]
continue reading...CRM Workflow: Email CRM Report as PDF Attachment
There are two ways to Email a CRM report as a PDF attachment, depending whether the CRM is online or on premise CRM On-Premise Using Dynamics Workflow you can schedule how and when the workflow will create a new Email message, and attach it to the Email report in PDF format, using SQL Server Reporting […]
continue reading...Create Custom Invoice, Quote and Order in Dynamics CRM
If you are familiar with Microsoft Word, you can now customize Dynamics CRM reports such as Invoice, Quote and Order, in the same way you edit a document with Microsoft Word Dynamics Docs are MS Word based templates with merged fields from CRM entities. Templates are free of charge; you only pay for the license […]
continue reading...5 Productivity Tips for CRM Outlook Users
The following insights uncover some of the hidden functional gems that will help you work more quickly and effectively as a CRM Outlook user. The best part? They're useful whether you’re in Sales, Marketing, or Customer Service. 1. Set Up Your CRM Address Book 2. Access CRM records via Folders 3. […]
continue reading...Microsoft Dynamics CRM Customization: Multi-value selection
Microsoft Dynamics CRM customizations transform an already powerful out-of-the-box software solution into a tailor-made CRM solution that fits every need of your business. The technical team at InterDyn Artis has worked with companies across the Southeast to improve unique processes with advanced Microsoft Dynamics CRM customization. These include (among many others) adding an easier way to record […]
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