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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 partner’

10 Signs Your Law Firm Needs CRM Technology

Do you still think CRM (Client Relationship Management) technology is nothing more than an expensive electronic Rolodex? According to Managing Partner, “the most successful law firms of the future will have lawyers who embrace new technologies.” In fact, their research has found that most lawyers believe technology will change how law firms operate in the […]

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7 Steps for Choosing the Right Microsoft Dynamics CRM Partner

Choosing Microsoft is the easy part. Choosing the best technology partner to implement and support your CRM solution is a lot like choosing a good surgeon. They each have the same end game, but the approaches they take to get there can vary quite a bit. With best practices established in every industry, one might […]

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Using Dynamics CRM 2013 to Manage Inventory and MORE

By Barkley Busby Vice President & Co-Founder, 2B Solutions If you have products, inventory, orders, or vendors and currently use Microsoft Dynamics CRM, you can now manage all of that data within CRM 2013.  We see it often...there is data that you need to track but you adding another application to the mix just doesn't make sense.  We have […]

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Eliminate Duplicate Data by Going Mobile with CRM

There is a lot of talk about how important it is to implement mobile solutions for your business.  What types of information can be viewed, edited, updated, etc. on a mobile device?  How does this relate to your business?  There are 5 reasons why your organization should GO MOBILE and here is one reason: Eliminate Duplicate Data!  […]

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Microsoft Dynamics CRM 2013 Includes Industry Business Process Templates

Microsoft announced TODAY that the new CRM 2013 release includes "pre-defined and configurable processes where each stage of a process is clearly outlined, identifying the recommended steps to completion".  Industries include professional services, manufacturing, financial services, as well as processes for event management and solution selling.  These processes are completely configurable and incorporate "best practices from industry […]

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THE CRM TRIO: CRM Integration, CRM Customization, CRM Automation

CRM is a great tool for all sorts of business types and can be integrated, customized, and automated to meet a variety of challenges.  We call it the CRM Trio.  For example, we’ve integrated with shipping solutions like Fedex.com and VISCO, e-commerce sites like Authorize.net and Volusion, distribution and warehouse software, and an assortment of […]

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Microsoft CRM Upgrade – Migrate Data or Start New in CRM 2011?

With all the new functionality in Microsoft Dynamics CRM 2011, many clients that are on older versions of Microsoft CRM are eager to upgrade. The upgrade path, though, from CRM 3.0 to CRM 2011 can be a challenge. Microsoft CRM version 3.0 or earlier has a very significant different database schematic  versus CRM 2011. For companies […]

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