As promised in my last blog post discussing social CRM implementation tips, I would now like to take a closer look at the Activity Feeds feature offered in Microsoft Dynamics …
Posts Tagged ‘CRM 2011 Features’
Document Management and Storage in Microsoft Dynamics CRM 2011
Microsoft Dynamics CRM 2011 offers significant new and enhanced features that can increase effectiveness and productivity in your organization. This article will highlight Contextual Document Management. Microsoft Dynamics CRM 2011 …
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Save Valuable Time with the Export for Re-import Feature in CRM 2011
Do you ever utter the words, time is money? How often do you find yourself exporting a list from CRM to Excel, analyzing the data, making changes within the spreadsheet? …
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Microsoft Dynamics CRM Anywhere – Great New Features in the Next Service Update
Microsoft just announced what’s going to be in their next service update for Microsoft Dynamics CRM 2011, codenamed “R8″, under the headline: CRM Anywhere. The R8 service update is expected …
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Data Importing Made Easy with Microsoft Dynamics CRM
Almost every CRM Consulting engagement includes some level of data conversion for our customers. Most have existing data that needs to be brought into their new CRM; others have ongoing …
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Score New Leads Using CRM 2011 Dialogs
Qualifying leads for sales helps prioritize a salesperson's work to align his/her timing with the lead's timing. In addition, salespeople are prepped for the call by reviewing the qualified questions …
Microsoft Excel + Microsoft Dynamics CRM 2011= The ‘Silver Bullet’ in Customer Service Management
Did you know that it’s now possible to update CRM records using Microsoft Excel with Microsoft Dynamics® CRM 2011? This is just one of the enhancements in the latest version …
A Sneak Peek at Microsoft Dynamics CRM 2011
We are in the process of gearing up for Sneak Peeks of Microsoft Dynamics CRM 2011 all over the country. Our consultants around the country have been meeting weekly to …
A Big Thumbs Up for the Microsoft Dynamics CRM 2011 Partner Readiness Roadshow – First-Rate Features and Customization Capabilities, Plus an Excellent Upgrade Path from CRM 4.0
CRM product specialists from Microsoft are touring the country and providing a Microsoft Dynamics CRM 2011 Partner Readiness Roadshow to get their resellers up to speed on the beta release …