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

 
 

 

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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By Marcia Doron, Altico Advisors Once upon a time, I was a marketing manager for a Great Plains partner.  Obviously, this was a long, long time ago, before Microsoft purchased Great Plains which has since been renamed Microsoft Dynamics GP.    This was also before Microsoft launched Dynamics CRM.  Of course, as the marketing manager, my […]

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Microsoft just announced another unbelievable deal. For qualifying nonprofits and nongovernmental organizations (NGOs), they can subscribe to Microsoft Dynamics CRM for only $9.99 including out-of-the-box constituent relationship management functionality as well as customizations for donation and pledge management, basic membership management, basic volunteer tracking, campaign management, dashboard reports, and support for online payment solutions. If […]

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Hi, Joe CRM here from PowerObjects.  I wanted to share with you another great CRM success story.  BOMAC Vets Plus, a leading animal-health products manufacturer, worked with PowerObjects on their initial implementation of Microsoft Dynamics CRM to help manage their sales and marketing efforts more efficiently and effectively.  After having such great success with it, […]

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