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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

 

It can be hard to nail down the exact moment that an organization needs a CRM (Customer Relationship Management) system for SFA (Sales Force Automation).  Unfortunately, that conclusion is often reached too late, i.e. only after the loss of a revenue opportunity, a loss that could have been avoided if a CRM/SFA system was in […]

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So you know that your organization would benefit from a CRM solution - but now it's decision time. Not only do you need to pick a solution but you also need to pick a deployment method, either hosted Software as a Service (SaaS) or on-premise that you host yourself. There are a few basic indicators that should help you decide whether to go with hosted CRM or on-premise CRM.

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Is xRM Your Next Move From Access Or Filemaker?

 

Application frameworks like xRM and Microsoft SharePoint can provide robust custom built applications that will meet any requirement you can provide in Access or FileMaker Pro.  You will get the added value of integration with other Microsoft productivity applications and familiar outlook or web based interfaces to increase your ROI, ease of use and user […]

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In an earlier blog posting I discussed what CRM Accelerators were and highlighted a few of the free offerings from Microsoft.  In this post, I want to expand upon the Notification Accelerator with a step by step guide for an end-user.  As you’ll see, the process is very simple, and the results are fantastic. Before […]

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For years, CRM has helped businesses outside of the health industry successfully track customer relationships.  However, did you know that CRM can also help healthcare providers track patient relationships?  Healthcare workers today often face difficulties managing patient relationships because of manual processes and disconnected systems.  This can make follow-up care coordination, preventative care, etc. a challenge.  […]

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As mentioned in a previous post, Microsoft has released several CRM accelerators to help companies easily adapt CRM to meet their specific needs.  The Social Networking Accelerator allows you to capitalize on the power of Twitter to build your customer connections. Setting up your organization’s Twitter accounts through Dynamics CRM allows you to monitor and […]

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Like most companies, the end of December is usually a very busy time for our employees with payroll year-ends for our clients and many customers going live.  Usually we are too busy to do many blog entries, press releases or e-newsletters, but I had to write right away about a very successful launch of a […]

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Microsoft Dynamics CRM and Microsoft SharePoint Services or Microsoft SharePoint Portal Server (commonly referred to by its acronym MOSS) can be used together to greatly enhance document management and team collaboration.    Better yet, the combination is intuitive, powerful and very user friendly.  At The TM Group, a Microsoft Certified Gold Partner in Michigan, we often […]

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Every time I see the signs of economic recovery, I want to believe.  (Yes, Virginia, there is a Santa Claus…)  The other day the “Loomis Sayles Portfolio Perspectives” landed on my desk.  The headline was “Inside: Economy shows signs of recovery”.  Although the report started out pretty gloomy (“During the first nine months of the […]

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One of the most widely heard comments about CRM systems is that they are supposed to be user-friendly and intuitive, but it doesn’t take long to discover that any functionality that is also friendly to your particular company can still require a formidable amount of time and effort spent on customization and coding.  This could also […]

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