This blog is another in my series of Microsoft Dynamics CRM tips for sales professionals. We’ll look at a common sales scenario and how to manage it in CRM. You just met someone for the first time, or you’ve just hung up the phone. You want to send a quick follow up email with your […]
continue reading...Microsoft Dynamics CRM 2015
5 Ways to Increase User Adoption in Microsoft Dynamics CRM [Free eBook]
Did you invest in Microsoft Dynamics CRM only to discover that no one is using it? Are your users stuck in their old habits instead of embracing the new system? Don't worry! You aren't alone. User adoption is the biggest issue businesses face when implementing Microsoft Dynamics CRM. Download our latest eBook to understand the […]
continue reading...Defining Marketing ROI in Microsoft Dynamics CRM
A key component of successful marketing is measuring the results of your marketing activities and the revenue they ultimately generate for the organization. Since marketing is not directly involved in the sales process, it is incumbent upon the sales staff to gather information about the origin of the lead. Communication between the sales and marketing […]
continue reading...Unable to Access Hierarchy Visualizations
As part of the Microsoft Dynamics CRM 2015 release, Hierarchy Visualizations was introduced as a new functionality that allowed us to look at records and their relationships in a new way. Hierarchy Visualizations presented the relationship in an easy to understand graphical format. For example, below we see the relationship between Accounts. From […]
continue reading...7 Small Business Best Practices in Microsoft Dynamics CRM [Infographic]
Are you part of a small business? Does your company struggle to define points of emphasis when utilizing Dynamics CRM? Download our latest Infographic: 7 Small Business Best Practices in Microsoft Dynamics CRM. It's a quick overview of the areas you should be dedicating your time and resources to in Dynamics CRM that will produce […]
continue reading...Recurring Invoices / Subscription Invoicing System
If you offer clients periodical services or subscription-based products, you need to invoice them, usually once a month or within agreed billing cycle. Dynamics Workflows version 5 provides a flexible system to create recurring invoices based on Invoice Templates, Invoice Line Items Templates and workflows to automatically generate invoices every billing cycle and for the […]
continue reading...Dynamic Values for Custom Entities in Email Templates
Creating Email Templates in Microsoft Dynamics CRM a very simple task, on the surface. You write what the Subject will be, followed by the Body of the message, and just like that you’ve created an email template. However, there are instances when you might want to add some Dynamic values based on the record. Inserting […]
continue reading...I Survived My First CRMUG Summit
The most recent Summit in Reno was my first CRMUG Summit experience and to say I was a “newbie” would be the understatement of the century! You see…the week before CRMUG Summit, was also my first week with Rockton Software, where I began a new position as Marketing Assistant. Coincidentally, that was also my first […]
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