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Posts Tagged ‘Dynamics CRM User Interface’

Working With Microsoft Dynamics CRM Theme Records

There a so many options for customizing Microsoft Dynamics CRM to fit your organisation so why can't it reflect your own colours and branding? With Dynamics CRM Online 2015 Update 1 it can! CRM theme records are a new solution to personalize the Microsoft Dynamics interface so it feels even more like your business by replacing […]

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Dynamics CRM Online Spring Update: User Interface Changes

As you may already know, an update to Dynamics CRM Online was recently released. Spring 2015 update, as it’s officially called, brought with it some changes to the general user interface that users should be aware of. Though not drastic, they do affect how menu items look and where some commonly used functions are located. […]

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Microsoft Dynamics CRM Demo: An Easy, On Demand Way to Try Before You Buy

Are you just beginning the process of researching CRM solutions for your business?  Are you not quite ready to reach out to vendors to request a formal demo or start a free trial?  If so, you’ll be excited to know that Microsoft now offers something called the Dynamics CRM test drive.  Find it here. This […]

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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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Major Dynamics CRM Update Coming This Fall: CRM 2013 Frequently Asked Questions

Last week Microsoft announced it will be releasing the next major upgrade to Dynamics CRM (CRM 2013) this fall.  And while upgrades of this nature are very exciting because they generally signal significant improvements in the software’s features and functionality, we know that current users as well as those who are evaluating whether Dynamics CRM […]

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What’s in Store for Microsoft Dynamics CRM Users?

One of the biggest struggles for companies when implementing a CRM solution is defining the sales and/or marketing processes so that everyone is on the same page. Not many companies have a process in place, and implementation of CRM usually makes them take the step to identify and streamline. Microsoft Dynamics® CRM used to focus […]

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Windows 8 Integration, Improved User Interface and More Coming to Dynamics CRM Over the Next Two Years

When Microsoft recently updated its Dynamics CRM roadmap, one thing became quite evident, they want to be sure this system helps users attract, retain and engage customers.  Some of the forthcoming updates to be revealed thus far include:   A greater focus on marketing automation—As you may have heard, Microsoft recently acquired MarketingPilot, an integrated […]

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Consultants Love The Microsoft Dynamics CRM User Interface (UI)

Every time I ask one of our Microsoft Dynamics CRM consultants what they like best about Dynamics CRM, I get a different reply.  This is a good thing because it means that there’s a lot to love about Dynamics CRM.  Of course, as consultants, their answers tend to be a bit on the technical side, […]

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