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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.


Posts Tagged ‘Microsoft Dynamics CRM 2013’

How Does One Best Evaluate / Justify a CRM System Investment?

Most software ROI calculations are built off of two tenets: sell more or cut cost. The problem that most organizations run into is that they have no solid numbers to address either; “sell how much more”, or “save how much time” are elusive concepts.   I suggest that there are three fundamental business objectives that […]

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Important Questions to Ask During a CRM Software Demo

Buying a CRM software for your business can be expensive to buy and maintain. Don’t forget to ask the questions below during your software demo to make sure you are making a smart and informed decision on your purchase.   Are there any other costs besides the purchase price? You probably already know what it […]

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5 Ways a CRM Can Boost Revenue

There is no doubt that a CRM system can help you transform the way your company does business. It is a powerful tool that can significantly increase the productivity of your sales team which can directly impact your bottom line. Here are just some ways a CRM can make your company more money. 1. Understand Your […]

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10 Reasons to Learn More about Rockton Connect

Finally, accounting software that fits just right!  The powerful, flexible, easy-to-use, secure, customizable, affordable, and already integrated accounting software for Microsoft Dynamics CRM 2013. Built directly inside Microsoft Dynamics CRM Totally connected customer and financial data--no more complex ERP integrations Real time visibility across your organization Rich and flexible dimensional reporting Geared to the SMB […]

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A Better Way to Control User Synchronization Settings In Microsoft Dynamics CRM

In 2011, I wrote a post describing how user synchronization filters could be managed using the filter templates added in Microsoft Dynamics CRM 2011. this post was well received, but something felt missing about it. Because while the filter templates enabled administrators to set filters, and security roles allowed administrators to prevent users from modifying […]

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Understanding and Personalizing Dashboards in Microsoft Dynamics CRM 2013

Dashboards in Microsoft Dynamics CRM act as a tool to get you up to speed and in-context with the areas of your business that you care about each time you open Dynamics CRM. They can assist you in anything from pursuing the best leads for that day, to following up on your most urgent activities, […]

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Dynamics CRM 2013 – How to Change a business process: Free eBook

One of the many new exiting feature in Dynamics CRM 2013 is the ability to configure consistent business process that will allow users to follow best practices and common steps in their daily work.   Business processes can be used to support a step by step approach providing guidance to the user while he completes […]

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How to Manage Cross-Entity Business Process Flows in CRM 2013

Cross-entity Business Process Flows provide an excellent tool for companies to guide CRM users to intended outcomes, in a consistent and repeatable fashion.  BPFs are flexible and extensible, allowing for CRM to model complex scenarios and thereby bring an organization’s business processes to life. Below is an overview of how to build and implement a […]

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New Features and Pricing Updates for Microsoft Dynamics CRM Coming Soon!

Microsoft announced that Microsoft Dynamics CRM Spring 2014 Wave, the next release for Microsoft Dynamics CRM, will include new capabilities across customer service, marketing, and sales, as well as an update to its pricing and editions! New License Edition – Microsoft Dynamics CRM Online Enterprise Microsoft Dynamics CRM 2013 introduced 3 license editions: Essential, Basic, […]

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Top 5 Benefits for Businesses Working with Microsoft Dynamics CRM 2013

Microsoft Dynamics CRM 2013 has been a great success with 93% fast user adoption.  Microsoft CRM truly offers efficiencies and benefits for many organisations using it.  Below are our top 5 features we believe will give many organisations a competitive advantage.   1.  The new interface The new interface has been flattened so there are […]

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