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 …

Microsoft Dynamics CRM Online - Quick And Easy Read More »

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 …

Reduce Your Custom Development Costs and Increase Usability With xRM Read More »

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 …

What is xRM?: How CRM Software Can Track More Than Just “Customers” Read More »

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 This will eliminate tedious double entry and the risk of outdated information.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 …

How To Connect Microsoft Dynamics CRM 4.0 to Microsoft Dynamics GP 10.0 Read More »

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.

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 …

The Best Option For Integrating and Migrating Data for Microsoft Dynamics CRM Read More »

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 …

How Microsoft Dynamics CRM Marketing Campaigns Can Make The Most Of Your Marketing Budget Read More »

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 …

iFrame technology is used to integrate Dynamics CRM with SharePoint Read More »

So, you are comparing CRM software, and Microsoft Dynamics CRM Online and Salesforce.com are your two top options for online or web-based CRM software.  Now, you need to determine which system would be the best application for your business.  Been there, done that.  A few years ago, as Vice President of Sales for a direct …

3 Reasons to Select Microsoft Dynamics CRM Online over Salesforce.com as your CRM Software Solution Read More »

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