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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 Partner Arizona’

Microsoft Dynamics CRM 2011 is Still The Choice

It’s been a busy year for those of us associated with Microsoft Dynamics CRM. With the feature releases, Update Rollups, growing customer base, fantastic Gartner and Forrester reviews it’s clear why Microsoft Dynamics CRM is still the software of choice. Sometimes it feels like there’s too much to keep track of with all of the […]

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Microsoft Dynamics CRM for Not-for-Profits Just Got Better!

There’s no doubt about it, the not-for-profit world is different from the corporate world. Instead of making sales calls, employees or volunteers request donations and push to increase memberships. Not-for-profits need to focus on keeping all of their relationships strong while tracking monetary donations against monthly costs. They obviously still need to be mindful of […]

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Three Initial Questions To Ask When Selecting a CRM Solution

With over 800 CRM software vendors, choosing a CRM solution can seem a bit overwhelming. But thankfully there are steps, considerations, and questions that can help you break down the selection phase and pinpoint the right solution for you. At first, you will want to look at your company to evaluate where you begin in the […]

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Are You in the Market of Buying CRM Software? It’s Time for Some Internal Reflection

A purchase of CRM software is an exciting and valuable investment in the success of your company; that is all the more reason you need a solution that fits your needs. While researching CRM software, you need to take into consideration two important ideals: 1. Know yourself and 2. Know your requirements. Purchasing CRM software is slightly […]

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Email Doesn’t Need to be Rocket Science with Microsoft Dynamics CRM

If you work in Outlook all day, every day, then you’re probably in the majority. In the corporate world, email is the way we communicate, get projects done, and ultimately run our businesess as efficiently as possible. You’re probably also very comfortable in Outlook if you’re in there all day. Adding a system to this […]

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What are the Differences Between a Contact Management System and Microsoft Dynamics CRM?

Recently, Sherwood Systems had the privilege of being an exhibitor at this year’s Arizona Business Growth Expo. As a Microsoft Dynamics CRM partner, we enjoyed many lively conversations with small business owners curious and seriously contemplating the benefits of CRM. When asked if they have CRM in place, many replied with “we have a contact […]

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Microsoft Dynamics CRM User Productivity Tips – Dashboards, Charts, Filters, and Personal Options

Microsoft Dynamics CRM offers many productivity enhancements. We hope you enjoy these tips and we will look for more and report on them in an upcoming article. Dashboards are a powerful new feature in Microsoft Dynamics CRM 2011.  Use a dashboard to see at a glance all the important information you need to make key business decisions […]

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3 User Productivity Tips in Microsoft Dynamics CRM

Microsoft Dynamics CRM 2011 offers many productivity enhancements. We hope you enjoy these time saving tips. Look for more in future blogs. 1) Bulk Edit Save time in making changes to many records at once using bulk edit. Select multiple account records on a list and click the edit button on the ribbon bar. A […]

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Customization Enhancements We Like in Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011 offers the ability to quickly and easily extend the application without the need for complex custom development (given the user has appropriate security).  This frees up users to work more efficiently, effectively generating more revenue for their business.  Here is a quick review of some of the new customization enhancements we […]

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