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 …
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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 …
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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 …
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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 …
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 …
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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 …
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 …
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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 …
CRM and Social Media: What to Do with All the Information?
The momentum around Microsoft Dynamics CRM has us busy working with organizations who want to understand how to best use this technology. We hear about social media all the time, …
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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 – …
