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Posts Tagged ‘CRM Software North Carolina’

Demonstration: Go Mobile with Microsoft Dynamics CRM 2013 for Tablets

For those of you who do a lot of work outside the office, particularly if you’re in sales, it’s extremely important that you’re able to stay connected with the office and access the data you need while on the go.  Microsoft Dynamics CRM 2013 makes this easier than ever with its new tablet app. Watch […]

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Dynamics CRM 2013 Frequently Asked Questions Update #3 (User Interface and Communication Tools)

If you’ve been following my blog series on the new features coming to Microsoft Dynamics CRM 2013 and Microsoft Dynamics Online Fall ’13, you may remember that I promised to follow up my last post with one that covers the redesigned user interface and included communication tools.  Well, since I’m a woman of my word, […]

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Take the Guesswork out of Marketing with MarketingPilot and Microsoft Dynamics CRM

Late last year, Microsoft announced the acquisition of MarketingPilot. If you’re not familiar with it, MarketingPilot is a company that’s made a name for itself in the marketing automation industry, having been called the “mid-range market leader” by research firm, Gartner.  Its integrated marketing service provides insight from the customer perspective to help marketers strategize […]

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Microsoft Dynamics CRM Online for iPad FAQs

Last week, I wrote a blog post entitled,” Improved Dynamics CRM Online for iPad Functionality Helps Salespeople Work on the Go.” Click here to read it in its entirety.  It covers several of the improvements Microsoft recently made to Dynamics CRM Online’s user interface to help sales professionals easily access the key CRM features they […]

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Improved Dynamics CRM Online for iPad Functionality Helps Salespeople Work on the Go

Many companies today are embracing the BYOD (Bring Your Own Device) trend.  As a result more and more workers, especially sales people, and others who travel a great deal are using tablets to get the job done.  And we all know the Apple iPad is the most popular tablet on the market.  But not all […]

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3 Features That Make it Easy to Personalize Dynamics CRM 2011

Whether you’re in the market for a CRM system or are new to Dynamics CRM, I’m sure you’ll be glad to hear that Microsoft Dynamics CRM 2011 can easily be personalized to accommodate a user’s unique work style.  To see how this works, here’s a demo of Dynamics CRM’s personalization capabilities available on YouTube.  For any of […]

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How to Easily Manage Documents with Microsoft Dynamics CRM and SharePoint Integration

One Microsoft Dynamics CRM 2011 feature that can really improve productivity and streamline your business processes is its native integration with Microsoft SharePoint Server 2010. Many people have questions about exactly how this works and how it could help them.  So, the Microsoft Dynamics CRM team released a helpful video demo that gives a quick […]

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