Videos – Dynamics CRM

During the 2012 AHIP Institute, Customer Effective: Health Plans team members sat down for a discussion about Business Process Automation. Tap Haley of Customer Effective spoke about how Microsoft Dynamics CRM has helped Customer Effective's Health Insurance clients improve their businesses. He was joined by Francis Dion of Xpertdoc who offered information about document automation …

Customer Effective Releases New Video: “Automating Business Processes with Microsoft CRM” Read More »

While shopping around for CRM software you may have seen some Microsoft Dynamics CRM 2011 advertisements that use the tagline "Don't get forced. Get what fits." This slogan is meant to highlight one of Dynamics CRM's most important and unique qualities. It can be easily personalized to fit each user’s own unique work style. And, …

Video Demonstration: Easily Personalize Microsoft Dynamics CRM 2011 to Work the Way You Do Read More »

  Click to watch video Full Screen Demonstration of Editing the ribbon using the CRM 2011 Ribbon Workbench to Remove the Account’s ‘activate/deactivate’ buttons from non-administrators.   Background: When an account or a contact isn’t currently engaged in business with your company, we might think of them as “inactive.” –  CRM offers a button on …

Managing Access to Activate/Deactivate Ribbon Buttons in Microsoft CRM 2011 Read More »

Last month, Microsoft announced that it would be adding mobile capabilities for the iPad, iPhone, Windows phone, Blackberry and Google Android to Dynamics CRM.  Initially, all we could do was read about this in the Microsoft Dynamics CRM Q2 2012 Service Update Release Preview Guide.  But now, it’s possible to see the mobile features, along …

Video Demonstration: Mobile Capabilities and More Coming to Microsoft Dynamics CRM Read More »

This is a great video overview by Microsoft product manager Reuben Krippner covering what is coming in the CRM 2011 R8 update, including cross-browser support, mobile client, and other enhancements coming in Q2 2012.  The video includes demonstrations of the mobile client and some of the new business intelligence functionality. by Customer Effective Florida/Georgia Microsoft …

Microsoft Dynamics CRM Anywhere Read More »

Do you wish you could hire more salespeople, but can't afford it? How about giving the salespeople you have the tools that will make their jobs a little easier? One such tool that can help with this is a customer relationship management system, in particular Microsoft Dynamics CRM. Its wide array of capabilities allows your …

How to Increase Your Company’s Selling Power Read More »

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