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Posts Tagged ‘Microsoft Dynamics CRM Partner in North Dakota’

Eliminate Scheduling Nightmares with Microsoft Dynamics CRM

Do you have multiple employees and equipment that need to be scheduled at different times?  Do you have employees that work different shifts and find it difficult to schedule appointments and keep track of their schedules?  Well, if you answered yes to any of these questions, then the Service Activity Scheduling Engine may be the […]

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Save Valuable Time with the Export for Re-import Feature in CRM 2011

Do you ever utter the words, time is money?   How often do you find yourself exporting a list from CRM to Excel, analyzing the data, making changes within the spreadsheet?  Now rather than going into each individual record to make that change you can simply reimport the information and update all the records at once.  […]

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Am I ready for a CRM Demo?

So you’ve made the decision that you want to bring in a Customer Relationship Management system or at least explore it more closely.   Do you run to the nearest phone and schedule a demo?  No!  Surprised?  Don’t be because there are few things you’ll want to solidify before you reach out to a vendor. Take […]

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Cutting Edge Service with Microsoft Dynamics CRM

One of the most relaxing things for me to do is to go to the hair salon.   I get my haircut, get a scalp massage, and get highlights put in to cover those pesky gray hairs.   I chat with my stylist about fun topics like our favorite toe nail polish.  I walk out of […]

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Is your Donor a Dog or Cat person? Track it in CRM 2011.

I just attended our CRM 2011 Launch Event and as an end user,  I AM TRULY EXCITED!!!   I am just a sponge at events like these where I can see live demonstrations,  hear about the new features, interact with the presentators, and ask questions.  I’m probably not the person you want to sit next to […]

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CRM 2011…Increasing Your Productivity and Satisfaction!

So recently we upgraded to Microsoft Dynamics CRM 2011 here at DFC Consultants and I’m still learning how to maximize the potential of this new version for what I do each day.  I’ve been gearing up for our CRM 2011 Launch Event on April 7, 2011 at the Microsoft Fargo Campus. I’m busy updating account information, […]

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CRM 2011…Comfortable as a Cotton T-Shirt

So I’ve been reading up on the features of Microsoft Dynamics CRM 2011 and they are talking about the user interface which is easier, more  intuitive, and will save you time.  The look of the product is similar to other Microsoft products.  You’ll naturally feel like you know where to go to do a certain function.  […]

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7 Reasons DFC Consultants Loves Microsoft Dynamics CRM On-Line for Not For Profits

Microsoft released CRM On-line with a special focus for Non Profits and NGO’s (Non-Governmental Organizations) this past year.  This is out of the box customized specifically for Not for Profits – thank you Microsoft! The two main requirements to qualify for the $9.99 pricing is that you must be a 501(c)3 and a minimum of […]

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It Demoed Great! But what has your CRM software done for you lately?

There is much ado these days about CRM.  I’ll bet you even have your “version” of this product installed. I pose the question to you – What has your CRM done for you lately? Bells and whistles are great and can make a system or product seems like the greatest thing since sliced bread, but […]

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Wealth Management Firms Choose Microsoft Dynamics

As wealth management firms try to stand out in the marketplace by improving customer satisfaction levels and customer loyalty, they look toward solutions that can deliver a holistic view of the customer and customer service functions while being easy to integrate into existing banking applications. For the wealth management firms Mainstay Partners interviewed, using Microsoft Dynamics CRM has helped them deliver improved service, create a customer-centric approach, build better client relationships, and gain competitive advantage.

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