If your organization has to schedule resources of any kind—people, equipment, vehicles, buildings, and so forth—it's a daily chore of your service manager to make sure these limited resources are used to best effect and that customer needs are met promptly. When this dispatching function is performed on paper by multiple people, mistakes that hurt …

Talking CRM With Your Service Manager Read More »

Microsoft Dynamics CRM has the ability to improve sales productivity by streamlining your sales process and empowering your sales team with fast access to useful data. Manage Work More Easily • Manage customer e-mail, appointments, tasks, and contacts from a single business application • Quick user adoption, working in CRM is a natural extension of …

Microsoft Dynamics CRM for Sales Read More »

Microsoft has released the much awaited Microsoft Dynamics CRM 2011 in beta today. Having seen early previews of the product – I am very excited about this release. Dynamics CRM 4.0 was a huge leap forward to provide enterprise scalability, performance, and a true multi-tenant architecture. Microsoft Dynamics CRM 2011 takes that release and builds …

Microsoft Dynamics CRM 2011 Released Read More »

Recently a customer posed a challenge to us... they wanted to have survey functionality inside of Microsoft CRM. We designed a survey module that fit their needs and thought we would share how we accomplished this. Within the survey module in MSCRM there is a survey templates module that allows an administrator to build/maintain the templates. Templates are …

Survey Your Customers Through Microsoft CRM Read More »

By Joel Hatin, Altico Advisors This will likely be the favorite new function for many business users, support, and sales users alike in the upcoming release of Microsoft Dynamics CRM 2011. In the past, creating custom dashboards for CRM meant integration with SQL Reporting Services or maybe SharePoint.  Dynamics CRM Online provided some basic dashboarding …

Microsoft Dynamics CRM 2011 – Dashboards Everywhere!!! Read More »

It’s no secret that the concept of cloud computing is becoming more and more mainstream for organizations.  CRM “in the cloud” was given a head start with the introduction of Salesforce.com as the first major SaaS (Software-As-A-Service) CRM vendor.  It made businesses more accepting of the idea that someone else could be responsible for hosting …

CRM – In My Cloud or Your Cloud? Read More »

If you are considering purchasing a CRM software system, such as Microsoft Dynamics CRM, one of the first questions YOU will ask of your software partner is: How much does CRM software cost? But in order to give you that info, the Dynamics CRM software expert will need to ask several of his own questions …

12 Questions Every CRM Buyer Should Be Prepared to Answer In the First Meeting With a Microsoft Partner Read More »

Considering that Microsoft Dynamics CRM version 4.0, first released in 2007, has literally reshaped the CRM landscape, the impact of Microsoft Dynamics CRM 2011, will be considerable. And as its release draws closer, we’re able to provide some more in-depth information and details of some of the features and functions this exciting new product will offer.

Brief Description: While CRM stands for Customer relationship management, xRM stands for anything relation-ship management and is the idea that Microsoft Dynamic CRM can be used as a platform from which to extend other applications that manage relationships beyond the standard “customer” definition. xRM is just a concept or a business strategy, not a product. …

CRM Extending to xRM: 6 Common Examples of xRM Deployments Read More »

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