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

 
 

 

The popularity of CRM applications has grown very rapidly in the last few years.  Prior to that, CRM had a somewhat deserved reputation of not delivering on its promises – leading to over-budget, under-performing implementations.  But with recent improvements in both the solution and what is required to implement, this application has again become the […]

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Microsoft Dynamics CRM Online – Quick And Easy

 

Microsoft has brought a great product to market with Dynamics CRM.  The CRM marketplace has traditionally been fraught with failed offerings, stalled implementations and troublesome products.  With Dynamics CRM, Microsoft has created a robust CRM solution that works well out of the box, but more importantly is straightforward to customize.   There are two versions of the […]

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By now most people have heard of the term “xRM” and how it opens up the possibility of building any application one can design.  However, a lot of businesses are still asking “what exactly is xRM and how can it work for me?"  By investing in xRM, not only will a company gain access to […]

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xRM has been getting a lot of hype recently, but many still do not understand exactly what it is.   Or maybe you have not heard the term until now?  Either way, to help make it simple, xRM takes CRM (which has historically helped automate sales, service and marketing for organizations) one-step further and allows you to track […]

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The President of our company, Mr. Lee Sherwood (a very unique individual) shared one of his many interesting stories during a weekly staff meeting. The story goes like this:  Business is like breakfast where employers are like pigs and employees are like chickens. Before you take offense, let me explain:   The pig and the chicken go […]

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The Microsoft Dynamics CRM 4.0 Adapter for Microsoft Dynamics GP 10.0 is finally here!  This means Dynamics CRM and Dynamics GP customers can have a completely integrated front office to back office system from Microsoft. This will eliminate tedious double entry and the risk of outdated information. Check out this post on our sister site […]

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If you are embarking on a CRM software selection process, it can be a daunting task. With all of the products and partners to choose from, finding a jumping off point can be a struggle. We've compiled a list of tips to guide you through your software selection process and suggestions for "must-have" features and functionality that will ensure that you choose a CRM system that will support your needs now and into the future.

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For data migration and integration with Microsoft Dynamics CRM, the tool of choice is most likely going to be Scribe Software’s Insight product.  For those of you who are familiar with the tool, you know it is very powerful because its CRM Adapter does everything for you in terms of keeping data integrity in the CRM database. In […]

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Here is a common scenario for a Sales or Marketing Manager. You receive an email announcing it is time to register to exhibit at an upcoming trade show.  It’s a tradeshow you have participated in before. You immediately ask yourself:   “Should we exhibit at this show again this year? Times are tight. Is this show […]

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I get asked a lot about integration between Microsoft Dynamics CRM and Microsoft Office SharePoint Server.  With the iFrame technology built natively within Microsoft Dynamics CRM, this integration is possible.  The SharePoint view can be brought directly into CRM using iFrames and webparts. Using the iFrame technology really allows you to seamlessly incorporate other web […]

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