Microsoft Dynamics CRM 2013

Control Panel Vendor Program Microsoft recently announced new mandatory security requirements that tackle potential security risks from unauthorized access to the Microsoft Partner Center, the CPV program. A Control Panel Vendor (CPV) is an independent software vendor that develops applications for use by Cloud Solution Provider (CSP) partners to enable them to integrate their systems with Partner Center …

Work 365 Handles Microsoft’s Control Panel Vendor Program Security Requirements And MFA Read More »

Did you invest in Microsoft Dynamics 365 for Sales (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 365. Download our latest eBook …

5 Ways to Increase User Adoption in Microsoft Dynamics 365 for Sales (CRM) [Free eBook] Read More »

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 …

Defining Marketing ROI in Microsoft Dynamics CRM Read More »

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 …

Recurring Invoices / Subscription Invoicing System Read More »

Recently, I completed a month-long online Accounting course that I thought would be a refresher; I also wanted to improve my overall Accounting knowledge. I took a number of accounting courses in college and have worked in Accounting Software for the past 15+ years, so I felt that I had a good grasp of the …

Streamlined for Your Small Business, No Accounting Degree Required Read More »

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 …

Jinan Construction Generates 300 Legal Contracts with Merge Fields from Dynamics CRM Read More »

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 …

5 Keys to a Successful Dynamics CRM Discovery Session Read More »

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 …

Dynamics Signature with CRM Workflows Read More »

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