Use Connections to Build Deeper Insights into Accounts and Contacts
Have you ever noticed how people and companies are often interconnected in multiple ways? In other words, contacts in your CRM are probably connected to other contacts and companies in …
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Polaris Update for CRM Promises to Attract More Users, Provide Better User Experience
The next update for Microsoft Dynamics CRM promises to expand the reach of CRM and provide a better experience for users. The Polaris Update (formerly known as “R8”) is scheduled …
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Extending Dynamics CRM for Project Management
One of the greatest benefits of Microsoft Dynamics CRM is the ability to extend the system beyond traditional Customer Relationship Management work. Companies have the ability to create new entities …
CRM and the Customer Portal - A New Way to Share Data
One of the greatest features for Microsoft Dynamics CRM is the Customer Portal. The Customer Portal allows organizations to flow data to and from CRM and an externally-facing website. It’s …
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Microsoft Dynamics CRM and Custom Apps for the iPad
As mentioned in our previous blog post, the iPad is becoming more and more popular in the business world. According to a study by Business Journals released in May of …
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CRM and the iPad
As the iPad and other tablets become more and more popular in the business world, the need for business-specific software is also increasing. These devices are perfect for field sales …
Benefits of Integrating Microsoft Dynamics CRM and Dynamics GP
The CRM-ERP Connector is a free tool from Microsoft that allows Microsoft Dynamics CRM and the Dynamics ERP systems (GP, NAV and AX) to integrate. Connector provides seamless data-flow between …
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5 Training Tips for Dynamics CRM
Any time a new software system is implemented, the move may cause frustrations and stress among employees. Proper training is essential to alleviating these frustrations and to realizing the overall success …
Five Training Resources for Dynamics CRM
Learning a new CRM system can be a daunting challenge for front line employees. As with any change and new product, there are early-adopters and laggards. Some percentage will completely …
Will Cloud-Only CRM Software Be Right For You When Your Business Needs Change?
With so much hype over “the cloud”, many business owners, executives, team leaders, and IT professionals are beginning to wonder if they may be ready to move to the cloud. …
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