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Posts Tagged ‘Microsoft Dynamics CRM New Jersey’

Microsoft Dynamics CRM 2011 Improves Data Import Wizard

Anyone who has experienced the import capabilities of Microsoft Dynamics CRM prior to the latest release (2011) will undoubtedly agree that they were not only sub-par but for the most part extremely frustrating and almost unusable. With the latest release, the out of the box import wizard has been improved quite substantially, allowing the ability […]

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Microsoft Dynamics CRM Ease of Use Demonstrated with Changing a Form to Read-Only Based on a Field Value: Part II

Microsoft Dynamics CRM is a solution that scales to business needs.  This easy to use system is built on a platform which allows organizations to change the system according to their needs. In this post, I will demonstrate how to allow some of those fields on the read-only form to be modified.  Let’s say you want a form to […]

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Microsoft Dynamics CRM Ease of Use Demonstrated with Changing a Form to Read-Only Based on a Field Value: Part I

Microsoft Dynamics CRM is a solution that is flexible, scalable and easy to use.  In some cases, that may mean changing how a field value behaves in the system.  The Microsoft Dynamics CRM platform allows organizations to change the system according to their needs. In the example below, I will explain how to make a form […]

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Practical Considerations to Integrating the Microsoft Dynamics CRM Outlook Client and SharePoint Document Management Integration

The native SharePoint integration into Microsoft Dynamics CRM has caused a lot of excitement over the last few months.  The powerful document management capability of SharePoint combined with the ease of access to documents when working within a Dynamics CRM record like Accounts, Contacts or Opportunities has been well documented in a number of articles […]

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RSM Showcases Accelerators for Microsoft Dynamics™ CRM at Convergence

RSM has been implementing Microsoft Dynamics™ CRM solutions since the release of version 1.0.  Our consultants average 15+ years experience and with this experience, we have developed accelerators for the Microsoft Dynamics™ CRM solutions. SmartStart for Microsoft Dynamics™ CRM is designed to quickly achieve best practices and meet your sales force automation objectives.  The program […]

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Mobile Express Brings Microsoft Dynamics CRM to your Mobile Device

Mobile Express for Microsoft Dynamics CRM enables access to Microsoft Dynamics CRM data in a Web browser on a mobile device.  The concept that Mobile express was only for read-only access has now been pulverized with Microsoft Dynamics CRM 2011. The user can now create accounts, contacts, opportunities, tasks, phone calls, including access custom entities and […]

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Effective Customer Segmentation Helps Move Sales Quickly Through Cycle

I was invited on-site to meet with a new client's marketing department and hear about their challenges with customer segmentation.  They are an international distribution company, headquartered in Philadelphia, PA, implementing Microsoft Dynamics CRM. They have two challenges with customer segmentation: How do they identify up-sell and cross-sell opportunities within their existing customer base? How do they identify […]

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Microsoft Dynamics CRM Brings You the Cloud for Less

The much anticipated Microsoft Dynamics CRM 2011 is here and available to power your cloud.  And, for a limited time, Microsoft is offering special pricing to bring you the cloud for less - get $200 for each Microsoft Dynamics CRM Online User Subscription licenses you acquire through May 28, 2011. This is a great deal for […]

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Constant Contact vs CoreMotives: Which Add-on is Better for Customer Tracking?

It seems like everyone interested in email marketing is using Constant Contact and while I agree, it’s a great solution, you could use a tool like CoreMotives and extend your Microsoft Dynamics CRM with email marketing plus much more. Yes, it includes email marketing with tracking features like click-thru rates, bounces, and unsubscribes.  But with […]

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