In this video by our Dynamics 365 CRM support team, we'll look at how to create email signatures in Microsoft Dynamics 365 for Sales. "How do I create an email signature?" is a very common question from users, especially early on, and they are pretty simple to set up. They are also […]
continue reading...Posts Tagged ‘Microsoft Dynamics CRM Illinois (IL) partner’
How to Enable Business Process Flows in Microsoft Dynamics 365 for Sales CRM
In this video by our Dynamics 365 CRM support team, we'll look at how to enable business process flows in Microsoft Dynamics 365 for Sales. Business process flows are useful for standardizing how your team tackles particular tasks. Basically, they serve as guides for how to get things done. For example, you […]
continue reading...How to Use Connections in Microsoft Dynamics 365 for Sales
In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities. Connections add valuable layers of relationship information to your records. For example, you can connect a contact to multiple accounts, which is highly valuable […]
continue reading...Want CRM Success? Serve the Servants First!
Imagine this: You’re the owner or manager of a small business. You’re facing mounting competitive pressures and shrinking margins. Differentiation has become harder and harder because your competitors are one click away on the Internet. You need to create consistent, high-quality experiences to keep prospects and customers coming back for more. […]
continue reading...What’s in a Name? CRM vs ERP and the Importance of Speaking Your Customers’ Language
Every industry uses jargon and short-cut terms for more precise and efficient communication within their industry. Jargon can be great when you’re in the know. In my opinion, though, the technology industry is the absolute WORST with the jargon because it is baked into the very products. CRM vs ERP vs real business […]
continue reading...Can You Trust the Microsoft Data Center for Microsoft Dynamics CRM Online in the Cloud?
If there is any complaint one can level against cloud computing, it is that you must trust your most precious business operations and data to a service provider who may or may not have the infrastructure to keep it all running. Perhaps the term “cloud” does not help ease minds since real clouds eventually precipitate […]
continue reading...CRM Business Intelligence for Mid-Sized Companies
Business Intelligence (BI) and KPIs (Key Performance Indicators) are finally affordable and easy to use for a mid-sized company. Many Microsoft Dynamics CRM users are experiencing sales and inventory data that flows from the Dynamics GP system using the adapter provided free of charge to all Dynamics GP customers or another integration tool such as […]
continue reading...Microsoft Dynamics CRM Off-Shore Development
The demand and availability of high quality and low cost software development resources for the development of all kinds of software has forced the movement of many larger software development projects overseas. Crestwood has lately been involved with several Microsoft Dynamics CRM offshore development projects. Our experience has been that the benefits of the approach are […]
continue reading...15 Features to Love about CRM 2011 – Part III
Part III of my 5-part series, top 15 features to love about CRM 2011. Here they are, the next in the lineup of great features that will make you more productive without even trying. 7. Role-based everything: now you can set what a user sees by role. They only see what they need to, including […]
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