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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘CRM Activity Reporting’

Marketing Campaigns & Quick Marketing Campaigns

What most people in marketing like to know, is if their campaign is successful and reaching the people they intended it for. For a marketing campaign, the most useful information you can track is what you do throughout the campaign, how much it costs, and the response you get. CRM can help do just that […]

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Are You IT MSP? – Read How to Improve the Way IT Managed Service Providers Manage Incidents (Cases) with Dynamics CRM?

Dynamics CRM’s Service module and more specifically the Case entity, is a great tool for managing incidents. But when it comes to IT Managed Service Providers (MSP), managing incidents is a complex process; the Case entity of CRM out-of-the-box does not provide the necessary functionality required by IT Managed Service Providers. Q-Service is a solution […]

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Best Practices for Activity Reporting In Microsoft Dynamics CRM 2011

So you want to report on your activities in CRM—and that is a great idea.  Activities such as appointments, phone calls, tasks, and e-mails are core CRM functionality and a great indicator of how your users are interacting with your customers, and how actively your users are adopting CRM. For basic activity reporting, such as […]

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