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Posts Tagged ‘chicago Microsoft Dynamics CRm partner’

How to Create and Use Email Signatures in Microsoft Dynamics 365 for Sales CRM

  In this video by our Dynamics 365 CRM support team, we'll look at how to create email signatures in Microsoft Dynamics 365 for Sales.   "How do I create an email signature?" is a very common question from users, especially early on, and they are pretty simple to set up.   They are also […]

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How to Use Connections in Microsoft Dynamics 365 for Sales

  In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities.   Connections add valuable layers of relationship information to your records. For example, you can connect a contact to multiple accounts, which is highly valuable […]

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Want CRM Success? Serve the Servants First!

  Imagine this:   You’re the owner or manager of a small business. You’re facing mounting competitive pressures and shrinking margins. Differentiation has become harder and harder because your competitors are one click away on the Internet.   You need to create consistent, high-quality experiences to keep prospects and customers coming back for more.   […]

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Microsoft Dynamics CRM Mobile – Now on iPad, iPhone, and a Slew of Other Mobile Devices

With the Microsoft Dynamics Q2 2012 Service Update, Microsoft Dynamics CRM continues to lead the way in innovation by bringing a new cloud based mobile CRM service called Microsoft Dynamics CRM Mobile. This mobile solution will work across a variety of platforms marking availability on most popular smartphones and tablets. Available both Online and On-Premise, […]

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Four Ways Microsoft Dynamics CRM Keeps up with the Changing Tide

On a video interview conducted by Software Advice, Brad Wilson, General Manager of Microsoft Dynamics® CRM, talks about the CRM atmosphere including the latest CRM trends and how Microsoft Dynamics CRM is keeping up with the changing tide. He brings up a great point in this interview, that CRM systems used to be optional, but […]

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CRM Business Intelligence for Mid-Sized Companies

Business Intelligence (BI) and KPIs (Key Performance Indicators) are finally affordable and easy to use for a mid-sized company.  Many Microsoft Dynamics CRM users are experiencing sales and inventory data that flows from the Dynamics GP system using the adapter provided free of charge to all Dynamics GP customers or another integration tool such as […]

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Microsoft Dynamics CRM Off-Shore Development

The demand and availability of high quality and low cost software development resources for the development of all kinds of software has forced the movement of many larger software development projects overseas. Crestwood has lately been involved with several Microsoft Dynamics CRM offshore development projects. Our experience has been that the benefits of the approach are […]

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Top 3 Benefits of Microsoft Dynamics CRM and SalesFUSION Integration

To enhance the usefulness of Crestwood Associates’ Microsoft Dynamics CRM system, we deployed SalesFUSION – an integrated marketing automation system. After using the integrated SalesFUSION application over the last year, these are the three significant areas where we have seen benefits: Email tracking and results Web visitor tracking Landing pages and dialogs Email tracking and […]

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