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

 
 

 

Today’s business buyers expect the sales person sitting across the desk to be able to access information about their account immediately.  Are your sales reps able to deliver? A few years ago, a sales person could get by on a sales call with paper reports of past orders and last week’s inventory count.  But business […]

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Once a year, Gartner uses their Magic Quadrant to compare the customer service interaction capabilities of a number of CRM solutions and rank them as leaders, challengers, niche players, or visionaries based on the completeness of their vision and their ability to execute that vision. Once again, Microsoft Dynamics CRM has made it into the Leaders quadrant with other top names in the industry.

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Do you sell products, offer services or both? While CRM initiatives can, and often do, combine sales and service, implementing either a sales or service solution alone is also a valid approach. Here are examples of CRM implemented in medium-sized environments: Sales Sales Reps managed by a VP serving a national company with territories grouped […]

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In the rush for revenue, businesses often forget the customer.  The focus is on the invoice or transaction and the time it takes, instead of the relationship and ‘lifetime’ opportunity of a particular customer.  Such behavior can lead to poor business predictability, lowered customer loyalty and satisfaction, and (ultimately) lowered profitability. Businesses of all sizes, […]

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So you just got CRM 4.0 and upon setting up the users you see several options for Email and are a bit confused, no problem. Microsoft offers several email deployment options to suit most any company’s needs. These include an Email Router, Forward Mailboxes, and the trusty Outlook client. I wanted to take a few moments […]

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What this means for users is an enhanced way to integrate between CRM 4.0 and Dynamics GP 10.0 at no cost - the adapter is free.  Customers will need to have an active/current Microsoft Dynamics GP Enhancement/Support plan.  In addition, the customer will also need an active/current Microsoft Dynamics CRM Software Assurance (SA) Support Plan. […]

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You’ve heard about CRM and you’ve heard about xRM, but are you still wondering what it can do for you and your business?  Wonder no more!  Join FMT Consultants in sunny Southern California for a FREE lunch and learn the features, fun discussion topics, and a common sense demonstration of the power of CRM and […]

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One of the best features of Microsoft Dynamics CRM is the ability to display external web pages in CRM via Inline Frames.  This capability allows you to grab almost anything with a web address and make it part of your MS CRM application.  Even better, it is possible to take characteristics from the current record, […]

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While attending a recent fund raising event, I ran into a few end-users frustrated with their non-profit fund raising software.  The solution met their needs as a small nonprofit, however as the organization grew and required more detailed information, the shortfalls with the system became apparent.   The common complaint was the difficulty manipulating the information post-export.  […]

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Side-by-side comparisons of CRM software can be a great tool for organizations trying to find the right solution with the right feature set for their business. Focus Research recently released just such a comparison between 11 of the most prominent on-premise customer relationship management systems on the market today. I looked at the features of Maximizer CRM vs. Microsoft Dynamics CRM to see how they stack up.

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