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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

 

Microsoft released CRM On-line with a special focus for Non Profits and NGO’s (Non-Governmental Organizations) this past year.  This is out of the box customized specifically for Not for Profits – thank you Microsoft! The two main requirements to qualify for the $9.99 pricing is that you must be a 501(c)3 and a minimum of […]

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In a day and age where you can find feedback on the quality and user experience of virtually any consumer product, it is becoming more and more natural to seek out a reference in the early stages of your CRM software selection process.  However, because of the complexity of customer relationship management systems, implementations, and […]

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By using the Workplace reports section in CRM you can create a report type called Link to Web Page.

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Does your CRM system support your sales process?  Surprisingly often, the answer is “no”. CRM systems frequently fail because they are too difficult or too complex to use.  They don’t provide enough value to the sales staff for the effort it takes to use them. Required fields and sales stages don’t match the process that […]

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With the tremendous success achieved by Dynamics CRM, many end users and partners alike are anxiously looking forward to the next release of CRM.  CRM 2011 (also known as CRM 5) is expected to be released near the end of the 2010 calendar year, with beta versions available in September 2010. The buzz coming from […]

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Well here is the way to have your customers and your numbers too. Iframes.

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If your company is switching from Salesforce.com to Microsoft Dynamics CRM (and there are plenty of excellent reasons to do so!), you are going to want the best options for data conversion.   Just ask any sales person if he or she wants their notes and documents to come over too;  the answer will probably be […]

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Microsoft Dynamics® CRM has come a long way since its early days. Sure, it’s a great customer management tool and everyone knows it. But what many of you don’t realize is that it can now do so much more. Check out the different spectrums of Microsoft Dynamics CRM: Sales: Microsoft Dynamics CRM helps you see […]

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If you currently have a Salesforce.com implementation that is not fulfilling your business needs, there are a host of other options available to you. Microsoft Dynamics CRM Online provides a comparable feature set to your Salesforce.com solution but with some additional benefits that you ought to consider, including these four.

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There are many reasons to be excited about Microsoft’s newest version of CRM, Microsoft Dynamics CRM 2011.  Although the beta version won’t be released until September, word has already spread about the benefits this version will offer including: Improved Integration CRM 2011 is going to have an enhanced integration with Microsoft Outlook and Microsoft SharePoint.  […]

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