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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 Minnesota’

Customer Relationship Management (CRM) is More Than a Fancy Rolodex

The right customer relationship management (CRM) solution is much more than a fancy rolodex or a repository for important customer data.  It can strengthen communication and collaboration between your marketing and sales team, as well as provide valuable insight into your marketing and sales efforts.  If you have been considering introducing a CRM solution to […]

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Little Things that make Microsoft Dynamics CRM Better

I’ve pulled together a selection of reminders and tips that I like to share with my clients to help them make the most of using Microsoft Dynamics CRM. Set your Internet Explorer to tab settings In Internet Explorer click on the wheel in the upper right corner.       A box opens, under the […]

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5 Microsoft Dynamics CRM User Productivity Tips and Tricks

Many new users will just dig in and start using CRM without knowing that there are ways to customize their views to pertain to their job function.  So here are a few tips to get started customizing Microsoft Dynamics CRM to fit your needs.   Tip 1: Setting your personal options: When you first login […]

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Managing Nonprofit Constituent Relationships

Nonprofit organizations today exist to serve their “Constituents”, which generally fall into two groups: “Recipients”, who are the beneficiaries of the services provided by the nonprofit organization, and “Supporters”, who are those that invest their time and treasure so the nonprofit may succeed in its mission. Managing complex relationships with members of each group and […]

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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 Tip – Outlook Client: Both CRM and Outlook Ribbons Disappear

Symptoms The Outlook and CRM ribbons disappear from Microsoft Outlook when you use the Microsoft Dynamics CRM Client for Microsoft Office Outlook. After you install the Microsoft Dynamics CRM Client for Microsoft Office Outlook and then locate the Microsoft Dynamics CRM folders in Microsoft Office Outlook 2010, the Outlook and CRM ribbons disappear. Additionally, the […]

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What CRM Means to Government Agencies

I often get this question from people “What is CRM?  What does it really do?”  It is a tough question to answer.  It is easy to say that it can help sales and marketing.  But when I look at our client success stories, it is so  much more than just a sales and marketing application.  […]

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Switch to Microsoft Dynamics CRM Online

Organizations worldwide are realizing that they do not need to pay a premium for a world-class CRM solution. Why pay $65,$70, or even $125 per user – every month – if you can get a better solution that works great with your existing Microsoft investments at only $34 per user per month? That’s a savings […]

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