I was working with a client the other day that requested help with an SSRS report. You see, this client wanted to create Microsoft Dynamics CRM Record Count Reports. This is accomplished in a Dynamics CRM on-premise environment by creating a SSRS report using an aggregate query to pull data. This will yield the user […]
continue reading...Posts Tagged ‘Microsoft Dynamics XRM’
Microsoft Dynamics CRM Business Rules – Who Needs Required Fields?
With Microsoft Dynamics CRM necessity can definitely be the mother of invention. And using Microsoft Dynamics CRM Business Rules can help with the invention part . . . We have a lot of happy clients. One of those clients sells a product suited to physicians in a niche market. It makes sense for them to […]
continue reading...3 Questions Management Should Answer to Ensure User Adoption of a New CRM System
At NexusTek, we have been implementing customer relationship management (CRM) systems for over 20 years (although back then they were called contact management systems). We have been implementing Dynamics CRM for more than 12 years (since version 1.0) and have many implementations under our belt. During this time we have certainly learned the ins and […]
continue reading...What Does Your Sales Team Know?
The phone call started like this— Caller: "Hi Ken, I'm <her name is redacted to protect the innocent> and I'm your new account executive. Do you have a minute? I want to share with you all the great new stuff we have going on this year." Sound familiar? This call was from a local sports team and […]
continue reading...Top 6 Most Popular CRM Blog Posts by Turnkey Technologies, Inc. in 2012
“Men at some time are masters of their fates” – William Shakespeare Turnkey Technologies, Inc. has enjoyed sharing great information and insights about Microsoft Dynamics CRM and CRM Software on the CRM SoftwareBlog.com in 2012. The main purpose has always been to inform the reader, give a unique point of view regarding Microsoft Dynamics CRM […]
continue reading...Customize CRM for YOUR Needs
CRM, Customer Relationship Management. It certainly is a buzz phrase and now much more of a necessity than an optional management technique. So how can you stand out with CRM if everyone has it? Simple state, make CRM, Your CRM. As a Microsoft Dynamics CRM Certified Gold Partner we have helped hundreds of customers successfully […]
continue reading...6 Reasons Why Project Managers Need Microsoft Dynamics CRM
As many construction companies are in the business of managing projects, not relationships, they can sometimes be mistaken in thinking they don’t need a CRM system to help manage their projects. Many people consider CRM to be a sales and marketing tool, used to manage leads and contact lists. However with developments in CRM technology […]
continue reading...Microsoft Dynamics CRM Excels with Higher Education
As a Microsoft Dynamics CRM Consultant, I get to work with a lot of great businesses and see a lot of flexibility in their use and application of Microsoft Dynamics CRM 2011. My most recent example is with an educational institution. A lot of the CRM implementations that I work on focus on the sales […]
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