Posts Tagged ‘Dynamics’

CRM Dynamics - An HSO Company's Logo 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 …

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CData Software's Logo 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 …

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CData Software's Logo 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 …

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NexusTek, Inc. 's Logo 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 …

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NexusTek, Inc. 's Logo 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 …

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Catapult's Logo Lean Techniques for Defining CRM Goals

What business challenge will your investment in CRM address? Is there a specific business pain which is impacting your bottom line?  Is there a specific business opportunity you want to …

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