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Posts Tagged ‘Microsoft CRM 2011’

Three Initial Questions To Ask When Selecting a CRM Solution

With over 800 CRM software vendors, choosing a CRM solution can seem a bit overwhelming. But thankfully there are steps, considerations, and questions that can help you break down the selection phase and pinpoint the right solution for you. At first, you will want to look at your company to evaluate where you begin in the […]

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Tablets, Smartphones, Mobile Devices, and Browsers – How Microsoft Dynamics CRM is Way Ahead!

If you have a website, have you looked at the stats which show the different browsers people are using to access your site lately? If you have, you’ll almost certainly have seen an increase in people accessing your site from browsers such as Safari, Android Browser, and Opera Mini. Currently just over 7% of web […]

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Microsoft Dynamics CRM is the Key to Reconnecting and Becoming Customer-Centric

Due to the new challenging economic realities of the global hyper-competitive environment, many firms are desperately trying to sustain performance levels and keep customers happy. As customer expectations rise and brand loyalty declines faster than ever before, the firms that still insist upon focusing on short-term transactions and quick wins will certainly lose market share […]

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Preparing a SQL Server Reporting Services (SSRS) Report to Use Filtering and Fetch XML in CRM 2011

Sooner or later, you will come across a more complicated report than can be handled in the report wizard or with custom views in CRM 2011. No problem, just write one in reporting services using Business Intelligence Developer Studio, right? But what if you want to use filtering in CRM to allow users the flexibility […]

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xRM: Extending the Scope of Microsoft Dynamics CRM

Before delving into the details of xRM and how to put it to work for your organization, it’s important for establish a common definition. According to Wikipedia, xRM is a strategy that takes CRM one step further, focusing on managing all relationships – not just those with customers. With that, let’s now take a look […]

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Microsoft Dynamics CRM Anywhere

This is a great video overview by Microsoft product manager Reuben Krippner covering what is coming in the CRM 2011 R8 update, including cross-browser support, mobile client, and other enhancements coming in Q2 2012.  The video includes demonstrations of the mobile client and some of the new business intelligence functionality. by Customer Effective Florida/Georgia Microsoft […]

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Provide Five-Star Service and Maximize the Value of Customer Relationships with CRM 2011

Recently, I came across the American Express® Global Customer Service Barometer from 2011, which reports on consumer sentiment concerning the state of customer service in America. Interesting survey findings include the following:   Consumers will tell 16 people about subpar service encounters. Conversely, they will inform only nine others about positive, memorable customer service experiences. […]

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Dynamics CRM. Check. In the Cloud. Check. Save Lots of $$$. Check

Microsoft Dynamics CRM has created a significant buzz throughout the industry.  Organizations of all sizes and from all different industries have seen the benefits it can offer and are now taking advantage of the extensive built-in functionality to address their sales, marketing, membership, and service requirements. But there is still time for your organization take […]

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Data Importing Made Easy with Microsoft Dynamics CRM

Almost every CRM Consulting engagement includes some level of data conversion for our customers.  Most have existing data that needs to be brought into their new CRM; others have ongoing data import needs from the trade shows that they attend throughout the year. One of the welcome new features in CRM 2011 comes from the Data […]

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Transform your Business with Microsoft CRM and Cloud Computing on your Terms

Over the past few years, the financial services sector has experienced extraordinary change due to shrinking margins, mounting global competition, and increasing regulatory scrutiny. Even prior to these challenges, many firms were hindered by an unmanageable and inefficient legacy infrastructure consisting of disjointed business processes and multiple non-integrated applications. In such an evolving marketplace, financial […]

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