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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 software NJ’

Theme from WPC 2010 is “The Cloud”

I have just returned from the annual Microsoft Worldwide Partner Conference, and I am really excited about some of what I heard from the software giant.  The theme this year was “the cloud."  Software in the cloud, infrastructure in the cloud, mail in the cloud, private clouds, public clouds, partner clouds.  So what does this […]

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Microsoft Dynamics CRM used by IT Help Desk for Case Management

Listen To This Blog Post – Audio MP3   When your organization is contacted - whether it’s by telephone, e-mail, or handwritten letter - and this is the type of activity which needs to be tracked, Microsoft Dynamics CRM has out of the box Customer Service functionality to manage these activities. Case Management is a […]

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Generate More Web-Leads With Dynamics CRM With Portal Integration Accelerator

Nowadays, it is all about saving time and money.  As a marketer, the less time I spend on manual data entry the more time I have to focus on strategic marketing initiatives.  Microsoft’s Portal Integration Accelerator was designed to connect business information and customer interactions from Dynamics CRM to an organization’s web experience.   The default […]

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Part Two: Why CRM Implementations Fail – The Consulting Team

Part two of my post takes into consideration the consulting team.  First and foremost, it is imperative for the project manager to set expectations with the client.  Too often at the beginning of a project, clients are not presented with specifics about deliverables, communication guidelines and scope creep. Prior to the project kick-off meeting, a […]

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Part One: Why CRM Implementations Fail – The Client’s Perspective

Early customer relationship management (CRM) technology was complex, costly and plagued by poor user adoption. Users who did deploy CRM systems reported that projects failed to achieve expected returns on investment (ROI). This post is the first part of a two part series on why CRM implementations have such high failure rates across all industries.  […]

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The Best Option For Integrating and Migrating Data for Microsoft Dynamics CRM

For data migration and integration with Microsoft Dynamics CRM, the tool of choice is most likely going to be Scribe Software’s Insight product.  For those of you who are familiar with the tool, you know it is very powerful because its CRM Adapter does everything for you in terms of keeping data integrity in the CRM database. In […]

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iFrame technology is used to integrate Dynamics CRM with SharePoint

I get asked a lot about integration between Microsoft Dynamics CRM and Microsoft Office SharePoint Server.  With the iFrame technology built natively within Microsoft Dynamics CRM, this integration is possible.  The SharePoint view can be brought directly into CRM using iFrames and webparts. Using the iFrame technology really allows you to seamlessly incorporate other web […]

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1-2-3…CRM Software Buyers Checklist

With so many CRM software choices available….how do you know what to choose?  Here is a simple 1-2-3 checklist that gives you some guidelines when researching customer relationship management solutions. 1.       Determine your business requirements – needs, business model and functionality. Without sound business processes, a CRM system will only be a contact management system […]

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