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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 New York Partner’

A CRM that Can Be Personalized to Its User

As a Marketer, CRM software ( is your best friend. You will use this every day and want to make sure you have all your shortcuts  easily accessible. With Microsoft Dynamics CRM you don't have to be an IT expert to customize it to your personal preferences. And with so many personal customizations easily available […]

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Not-for-Profit Membership and Donation Management Webinar

Are you part of a not-for-profit organization and would like to better manage your constituent information, donation pipeline, benefits, events and fundraisers? If so, you won’t want to miss our upcoming webinar; now’s the time to register! MIG will review Microsoft Dynamics CRM benefits and best practices for nonprofits and introduce two solutions that were specifically […]

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Looking to Have Multiple CRM Instances; Why Not Try Dynamics CRM?

Sometimes you may have separate Dynamics CRM installations or instances to help better run your organization. Different departments use CRM software for different reasons. For example, your marketing and sales departments will use it for your customers, suspects and prospects. In order to manage the payroll side for your sales department, Human Resources may use […]

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Will there be a MS Dynamics CRM Windows 8 version?

Buried in the Release Preview Guide for the December Update, there's a table showing all the operating systems that the online version of Dynamics CRM will be compatible with. There's a row devoted to Windows 8, along with all the browsers Dynamics CRM will run on: IE, Chrome, and Firefox. So all of you who […]

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Customer Portal Brings Self-Service to Microsoft Dynamics CRM

Announced last March by Microsoft, the Customer Portal solution lets you engage more deeply with your customers by allowing them access to Dynamics CRM functions over the web. So what can your customers do with the Microsoft Dynamics CRM Customer Portal? For starters, they are empowered to schedule service, view an event calendar, and search […]

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Microsoft Dynamics CRM and The High Value of Customers in Today’s Market

Thought-provoking post by Ron Volper, “Up Your Sales in a Down Market”, in Friday March 2's According to the post, the buying patterns of today’s customers have changed, and overall they’re less loyal than they were in the past. To combat this change in behavior, B2B companies need to update their marketing/selling strategies not only by “selling […]

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How Do You Get Your Sales People to Use CRM Software?

Customer Relationship Management Software allows your marketing and sales departments to reach out to prospects, develop relationships, and turn them into loyal customers.  Many salespeople may be reluctant to use a CRM system.  Instead of selling them with product stats, you need to show them how a CRMS will enable them to increase productivity. CRM […]

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Integrate Your Solutions: Connector for Microsoft Dynamics ERP & Microsoft Dynamics CRM

Having your business software solutions working together helps your employees share and find data thus increasing their productivity.  Well now there is a way to connect Microsoft Dynamics CRM and your Microsoft Dynamics ERP Solution, whether it is Dynamics AX Axapta, Dynamics GP Great Plains, or Dynamics NAV Navision. The connector is a free tool that […]

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Add Customized Workflow Activities to Your Microsoft Dynamics CRM System

In Microsoft Dynamics CRM 2011 workflows are now referred to as processes, there are two different kinds of processes: Workflows are automated processes that may require user input to start and do not always need a user to complete. A dialog is an interactive process that does require user input to start and to complete. […]

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What are the Differences Between Dynamics CRM and

Whether you are in sales or marketing, the big question is always which CRM software do you prefer? You usually get down to about two choices: Microsoft Dynamics CRM and It all depends on your business and how you want to manage your data. Cloud-based application: Strictly on-demand CRM for their users. Price per […]

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