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Posts Tagged ‘CRM 2011 Features’

Microsoft Dynamics CRM Activity Feeds FAQs

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 CRM 2011.  This feature is extremely helpful when it comes to fostering communication and collaboration among Dynamics CRM users. Just like the popular social networking […]

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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 provides a way to share and collaborate on documents in Dynamics CRM using the document repository capabilities of SharePoint Server 2010. Microsoft Dynamics CRM has […]

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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?  Now rather than going into each individual record to make that change you can simply reimport the information and update all the records at once.  […]

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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 to be available Q2 2012 and is built on six broad themes: Mobility, Browser Flexibility, Social, Industry Templates, SQL Server 2012, Certifications. Mobility Microsoft will […]

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Microsoft CRM Mobile To Be Released Q2 2012

Microsoft Dynamics CRM has increasingly been the solution of choice for companies looking for a flexible and powerful sales, marketing, and customer service tool to grow their businesses. With the look and feel of Microsoft Office and a tight integration to Outlook, Word, and Excel, Microsoft CRM offers end-users an experience they are already familiar […]

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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 data import needs from the trade shows that they attend throughout the year. One of the welcome new features in CRM 2011 comes from the Data […]

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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 and answers and can use that information to enhance the initial sales call, rather than sounding like a cold call. Would you like an easy […]

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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 of Microsoft Dynamics CRM, but an exciting one at that! If you’re a sales or customer service representative, you need to easily update records as […]

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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 review many of the enhancements in Dynamics CRM 2011 as we prepare for these events and the upcoming launch of the new product. A couple […]

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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 of Microsoft Dynamics CRM 2011.  Our CRM and SharePoint team attended the roadshow at Microsoft’s offices in Southfield, Michigan, and I asked them to share […]

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