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

 
 

A Good Reason To Apply Roll Up 9 to CRM 4.0

 

So you may be asking, why do I need CRM Roll Up 9 for vs. 4.0?  Well here is one good reason!  We had a client that was receiving an error message that an email was stuck in the queue.  This email had been sent from a Scanner/Copier machine with an attachment.  This had caused […]

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5 Important Reasons Why You Should Use CRM

 

1. Turns Microsoft Office Outlook into the one place where you can manage both customer data and communications . Microsoft Outlook messaging and collaboration client is already the world’s leading tool for customer communications.  Microsoft Dynamics CRM extends the reach of Microsoft Outlook by turning it into a tool to manage customer information. It puts […]

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If you’re looking for some great reasons to implement a CRM system, there are many compelling Microsoft Dynamics CRM case studies on the Microsoft Web site.  You might be thinking, sure, there are good reasons, but what about the ROI?  What’s in it for me and my company?  Well, that’s why I liked this particular […]

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Deploying CRM in an organization brings about changes in business processes and modifies employee behavior. CRM can touch every department in an organization from sales, finance, production, to customer service. CRM places the customer at the center of your business. This shift to customer-centric affects the entire organization and can require changes to processes and the […]

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1. CRM is not a just software Since CRM plays an important role in corporate strategy, its crucial that you define what it is you hope to capture and report on within the system.  Be sure to consider the state of your customer relationship, and consider its effect on all business units and end-users from […]

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5 More Reasons to Use Microsoft CRM

 

Here are 5 reasons to use Microsoft Dynamics CRM: 1. Targets your marketing campaigns so you’re always in touch with the right customers. Today, it’s more important than ever that customers know about special offers and new services a business offers. Microsoft Dynamics CRM offers a marketing automation module that simplifies the following tasks: Building […]

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Successful deployment of Microsoft Dynamics CRM will have a positive impact throughout your business. But like any project, a bit of ground work right at the very beginning will help smooth the Microsoft Dynamics CRM implementation process. Here are 10 tips to help you get it right.

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At Affiliated, many of our Microsoft Dynamics CRM customers are impressed to learn about some of the excellent and mostly free educational resources available on the web for users and administrators of Microsoft Dynamics CRM.  Whether you are just kicking the tires or you are a current user or administrator, it would be well worth your […]

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That old management adage rings especially true when it comes to managing sales pipeline.  We see it all the time but it still amazes me how some companies don’t have a unified process for tracking, measuring, and forecasting business opportunity.  First off, I’m talking about companies with sales people governed by at least one level […]

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Written by Dan Smith, Altico Advisors  You can use the Microsoft Dynamics CRM Business Data Auditing Accelerator from Codeplex to audit changes in CRM data in any entity you choose, such as accounts, contacts, leads, or opportunities.  The CRM accelerators themselves are extremely easy to download and install.  Simply import the customization xml file from […]

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