Microsoft Dynamics 365 for Field Service - Custom Serialized Inventory Solution Improve outcomes and save money Are you responsible for a large organization with many employees? Do you run a small, niche business? No matter what the specifics of your situation might be, one thing holds true: every part in your inventory costs money. […]
continue reading...Posts Tagged ‘Dynamics’
What You Should Know Before You Start Your Free Trial of Microsoft Dynamics CRM
A common sales closing technique is the “Puppy Dog” close. Lore has it a family visiting a pet store couldn’t decide if they wanted to buy a puppy. The astute shop owner suggested they take the dog home for a few days, and decide after if they wanted to keep it. The family did just […]
continue reading...WPC – A Day by Day Play
For those of you who have never attended Worldwide Partner Conference (WPC), it can sometimes feel a bit overwhelming and un-focused. It is, after all, Microsoft’s second largest event, bringing together 15,000 people from Microsoft’s entire partner ecosystem, not just Dynamics. This year was no different, and there was so much information to take in. […]
continue reading...Create QuickBooks Customers from Dynamics CRM Accounts
Dynamics CRM gives you the ability to track customer interactions, but the trail ends when customer information leaves Dynamics CRM and enters your accounting and ERP systems. Getting customer history into CRM can fuel your marketing lists and campaigns with quality leads. However, to access customer financial information in CRM often requires manually rekeying the […]
continue reading...Keep CRM Contact Lists Clean with Excel Automation
Dynamics CRM automates many aspects of list management; for example, when opportunities are closed and marked as "won", Dynamics CRM can automatically update accounts from prospects to customers. Additionally, Dynamic marketing lists can automatically update. For example, when your business development team closes accounts, Dynamics CRM will automatically remove the contacts and companies from your […]
continue reading...What’s New in Dynamics CRM 2013 – Quick View Forms
In Dynamics CRM 2011 we had the ability to add sub-grids to record forms to display a list view of child records related to a parent record. For example on the Account form we could display all of the Contact records that were related to the Account. Also, by customizing this view we could display […]
continue reading...Save Time and Increase Productivity with the MS Dynamics CRM Automated Reporting Feature
Have you found yourself arriving at a meeting only to realize you forgot to run a CRM report that was critical to the discussion? How many times have you had to remind someone to run their daily, weekly, or monthly CRM reports? We’ve all been there, and these tedious and time consuming reminders can hinder […]
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