Document Generation and Processing for Microsoft Dynamics CRM and Dynamics 365
Manage Documents across CRM and SharePoint platforms Most organizations want to present a corporate image when they communicate externally, so that all their communications are instantly recognized. The most common documents are quotes, orders, invoices, and service contracts. These documents are designed with Microsoft Word, and Emailed as PDF attachment to the clients. How to …
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Building Up Your Customer Value with Microsoft Dynamics CRM
Relationship building with current and new clientele is one of the fundamental stepping stones in creating a successful business. Salespeople have been at the forefront of this task in the past, but as the competition continues to rise it is key your industry is on top of these important relationships. There is no real method …
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See How Easy it is to Create Reports with CRM Software!
There are several different ways you can analyze the rich customer data. Unfortunately it is not always easy to analyze all that information. With your customer data stored in Microsoft Dynamics CRM (www.mig.com/DynamicsCRM), you can export data to Microsoft Excel, where you can use Excel features to summarize, aggregate, or present your data in different …
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