excel

Integrate Excel with Dynamics 365 Many people still use MS Excel today, and for good reason. It's a well-established spreadsheet program that has powerful features for calculating complex data and much more. What it lacks though is enhanced security for sharing, change tracking (unless you are using it in SharePoint, inability to track historical performance & …

Integrate Excel with Dynamics 365 Read More »

One of the most ubiquitous business applications is Microsoft Excel. It’s practically synonymous with “spreadsheet” and the de-facto program almost everyone uses for data manipulation. If you’ve ever worked with it, then you’re already halfway to being an expert working with data in Microsoft Dynamics CRM. CRM users generally need to do three things with …

Working with Data is Easy with Microsoft Dynamics CRM Read More »

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 …

Keep CRM Contact Lists Clean with Excel Automation Read More »

A graphic designer wouldn’t use Word to create a new logo, just like an accountant wouldn’t use pen and paper to manage their company’s General Ledger. So why do so many sales and marketing professionals still rely on Excel to manage their customer lists? Excel has been around since the dawn of time, or at …

Switching from Excel to a Customer Relationship Management System Read More »

Show Buttons
Hide Buttons