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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 XRM’

Microsoft Dynamics CRM Record Count Reports

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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Even More with Even Less – Are You Kidding Me?

As the terrific ASAE Annual Meeting 2012 was winding to a close, it occurred to me that the trends that began in 2008 as the economy turned south might just be here to stay in the Association Community- at least for the near future.  Not unlike our private sector counterparts, Associations and Nonprofits are being […]

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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 […]

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KEEPING IT ALL IN THE FAMILY WITH MICROSOFT DYNAMICS CRM

The successful completion of a Microsoft Dynamics CRM sales automation project for a non-hazardous waste pre-treatment and recycling corporation operating in the Midwest caused a bit of a dilemma for their parent company.  After noticing the ease and smooth transition of their subsidiary company’s total sales automation, the parent wanted to adopt the same cloud-based […]

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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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