The Connector for Microsoft Dynamics, which has been available for about two years, provides integration between Microsoft Dynamics CRM and Microsoft Dynamics GP (previously Great Plains), as well as NAV […]
Dynamics CRM for Social Networking
Integrating Social Media with Dynamics CRM 2011 Activity Feeds
Update Rollup 6 for Microsoft Dynamics CRM 2011 introduced a new system of real time notifications known as Activity Feeds. Users can view a common Record Wall of all the […]
Getting Results: Driving Revenue and Serving Customers with Microsoft Dynamics CRM
When it comes to Customer Relationship Management (CRM) software, it is common knowledge that Microsoft Dynamics CRM is one of the leading products on the market. There are a multitude […]
Yammer and Microsoft Dynamics CRM to Join Forces
With the big (but expected) announcement that Microsoft will purchase Yammer, Microsoft Dynamics CRM users can expect to see more social communications functions in the coming years. Yammer will find a home in the Microsoft Office Division, and according to the press release, Redmond “plans to accelerate Yammer’s adoption alongside complementary offerings from Microsoft SharePoint, Office 365, Microsoft Dynamics and Skype.”
Part II: Dynamics CRM 2011 Connections for Opportunities
In our last post, we discussed how Connections introduced aspects of social networking into Dynamics CRM. Using Connections, it's possible to create follow-follower relationships between Contacts--a feature we've all gotten […]
Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook
Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook One of the best and latest features in Microsoft Dynamics CRM for Outlook is […]
Part I: Dynamics CRM 2011 Connections for Creating Relationships
Anyone who’s ever joined a social network quickly realizes that one of the most valuable features is the relationships created in the community. You friend someone, and then you’ll show up […]
Customer Portal Brings Self-Service to Microsoft Dynamics CRM
Announced last March by Microsoft, the Customer Portal solution lets you engage more deeply with your customers by allowing them access to Dynamics CRM functions over the web. So what […]
Mobile CRM Means Anywhere, Anytime, Any Device
“The world is all gates, all opportunities, strings of tension waiting to be struck.” –Ralph Waldo Emerson Did you ever get a call from a customer while on the […]
Customer Effective Tablet Solution Featured at Tower Group Financial Services Conference
Customer Effective representatives recently introduced a tablet-based branch banking solution at the CEB Tower Group Financial Services Conference in Boston. The solution was featured in a presentation called “Tablet Technology: […]
Integrating Social Media with Dynamics CRM 2011 Activity Feeds
Update Rollup 6 for Microsoft Dynamics CRM 2011 introduced a new system of real time notifications known as Activity Feeds. Users can view a common Record Wall of all the […]
Getting Results: Driving Revenue and Serving Customers with Microsoft Dynamics CRM
When it comes to Customer Relationship Management (CRM) software, it is common knowledge that Microsoft Dynamics CRM is one of the leading products on the market. There are a multitude […]
Yammer and Microsoft Dynamics CRM to Join Forces
With the big (but expected) announcement that Microsoft will purchase Yammer, Microsoft Dynamics CRM users can expect to see more social communications functions in the coming years. Yammer will find a home in the Microsoft Office Division, and according to the press release, Redmond “plans to accelerate Yammer’s adoption alongside complementary offerings from Microsoft SharePoint, Office 365, Microsoft Dynamics and Skype.”
Part II: Dynamics CRM 2011 Connections for Opportunities
In our last post, we discussed how Connections introduced aspects of social networking into Dynamics CRM. Using Connections, it's possible to create follow-follower relationships between Contacts--a feature we've all gotten […]
Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook
Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook One of the best and latest features in Microsoft Dynamics CRM for Outlook is […]
Part I: Dynamics CRM 2011 Connections for Creating Relationships
Anyone who’s ever joined a social network quickly realizes that one of the most valuable features is the relationships created in the community. You friend someone, and then you’ll show up […]
Customer Portal Brings Self-Service to Microsoft Dynamics CRM
Announced last March by Microsoft, the Customer Portal solution lets you engage more deeply with your customers by allowing them access to Dynamics CRM functions over the web. So what […]
Mobile CRM Means Anywhere, Anytime, Any Device
“The world is all gates, all opportunities, strings of tension waiting to be struck.” –Ralph Waldo Emerson Did you ever get a call from a customer while on the […]
Customer Effective Tablet Solution Featured at Tower Group Financial Services Conference
Customer Effective representatives recently introduced a tablet-based branch banking solution at the CEB Tower Group Financial Services Conference in Boston. The solution was featured in a presentation called “Tablet Technology: […]