Videos – Dynamics CRM

What is Case Management and why do I need it?  Case Management refers to any type of project, transaction, service or client problem that has a beginning, an end, and some type of resolution. The key factors include the critical need for multiple people to access the same data, to track and capture all client …

Improve Client Relations with Case Management Strategies and your CRM Dashboard Read More »

Before you can quickly and effectively begin leveraging Microsoft Dynamics CRM’s reporting capabilities, it’s important to understand how data is structured in the system.  If you don’t know where your data is, you can’t report against it. In this video, a Socius Microsoft Dynamics CRM solutions consultant explains the hierarchy of information entities (or “buckets”) …

Understanding How Data is Structured in Dynamics CRM Read More »

A complete CRM solution will give your marketers the tools they need to effectively drive their programs. It will automate tasks, ensure consistent follow-up, and enable greater synergy with sales. It will provide powerful workflow capabilities and guided processes that help your marketing organization automate lead distribution, ensure consistent follow-up, simplify approvals, and implement best …

See the Tools to Power your Marketing Productivity in Dynamics CRM Read More »

Captain Stack Dynamics just released a great new video showing the integration between Microsoft Dynamics GP 2013 and Microsoft Dynamics CRM using the CRM Connector tool. The Connector tool syncs certain records both ways, while other records are controlled by one system or the other, either the ERP system or CRM system. The demo starts …

Demo of Dynamics GP Integration 2013 to Dynamics CRM with Connector Tool Read More »

At the first ever YamJam conference today, Yammer executives announced a major upgrade for the integration between Yammer and Microsoft CRM.  David Sacks, Yammer founder and Microsoft Corporate VP, noted the development was part of Yammer’s Enterprise Graph, which provides a standard set of social components that aims to solve the problem of social network sprawl. …

Microsoft and Yammer Announce Deeper CRM Integration at YamJam ’12 Read More »

Microsoft CRM For Wholesale Distribution Webinar Series Videos More Information on these CRM Solutions: CRM for Supply Chain and Distribution  Customer Relationship Management (CRM) This two-part webinar series is focused specifically on sales effectiveness in the Supply Chain and Distribution space. Beringer Associates, an award winning Microsoft Dynamics Partner specializes in helping their distribution clients implement …

CRM Enabled Distributors Video Webinars Just Released! Read More »

Watch Session 1 of this exclusive webinar with Barry Trailer, Managing Partner of CSO Insights. CSO Insights is a recognized, independent research firm that has been regularly featured in the Harvard Business Review, Business Week, Entrepreneur Magazine, the Wall Street Journal, Selling Power Magazine, Inc., CRM Magazine, etc. He will be sharing insights from their …

Exclusive Webinar: Microsoft Dynamics CRM for Distribution Read More »

Show Buttons
Hide Buttons