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Posts Tagged ‘new jersey microsoft dynamics crm partner’

Top 10 Things You Can Really Do With IPhone or iPad and Microsoft Dynamics CRM Mobile

What can you really do with your iPhone or iPad and Microsoft Dynamics CRM Mobile? To answer this we installed and tested CWR Mobile CRM (which will soon be powering Microsoft Dynamics CRM Mobile) with PDG Consultants - Microsoft Dynamics CRM 2011 online deployment. I was able to download the CWR Mobility app (ver. 4.2)* […]

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Microsoft Dynamics CRM Ease of Use Demonstrated with Changing a Form to Read-Only Based on a Field Value: Part I

Microsoft Dynamics CRM is a solution that is flexible, scalable and easy to use.  In some cases, that may mean changing how a field value behaves in the system.  The Microsoft Dynamics CRM platform allows organizations to change the system according to their needs. In the example below, I will explain how to make a form […]

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Microsoft Dynamics CRM Charges Ahead to Take on

It has only been a year since Microsoft released Microsoft Dynamics CRM 2011, but the company is moving full speed ahead on plans to release a major update this year called Q2 Service Update. In doing so, Microsoft intends to open up Dynamics CRM to an even larger customer base and add features to help […]

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Microsoft Demonstrates Dynamics CRM Success with Its Own Move from Siebel

At this year's Convergence conference, Microsoft revealed how the company had finally managed to wean itself from Siebel and implement its own Dynamics CRM system throughout its business. For those considering a switch to Dynamics CRM, it is the ultimate success story, and for Oracle and other competitors, it highlights the beginning of a significant […]

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Employee Benefits Firms Selects Microsoft Dynamics CRM Over an Industry-Specific Solution

An employee benefit consulting firm serving midsized businesses with 50 to 1,000 employees,  implements Microsoft Dynamics™ CRM to organize information and improve customer service. Innovative Benefit Planning (IBP), a Moorestown, NJ based firm, had been using a proprietary system written in Microsoft Access.  Their client's activity was managed in Microsoft Outlook’s Saved Folders and they were […]

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Harnessing the Power of Dialogs with Microsoft Dynamics CRM 2011

Utilizing all the functionalities in Microsoft Dynamics CRM 2011 is a sure bet to increase your organization's productivity, optimize daily operations, and enhance your work processes at all levels. One of the most effective ways to do that in Microsoft Dynamics CRM 2011 is taking advantage of the Dialog feature. When you interact with a […]

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RSM Showcases Accelerators for Microsoft Dynamics™ CRM at Convergence

RSM has been implementing Microsoft Dynamics™ CRM solutions since the release of version 1.0.  Our consultants average 15+ years experience and with this experience, we have developed accelerators for the Microsoft Dynamics™ CRM solutions. SmartStart for Microsoft Dynamics™ CRM is designed to quickly achieve best practices and meet your sales force automation objectives.  The program […]

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5 Ways to Save Money on CRM Software

In today’s fast-paced business world, it is virtually impossible to function effectively without a decent CRM (customer relationship management) software system. Just as computers eventually eclipsed typewriters, CRM software has eclipsed cruder makeshift methods, such as a spreadsheet combined with an Outlook contact list. But CRM software can be an expensive prospect. Here are five […]

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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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Mobile Express Brings Microsoft Dynamics CRM to your Mobile Device

Mobile Express for Microsoft Dynamics CRM enables access to Microsoft Dynamics CRM data in a Web browser on a mobile device.  The concept that Mobile express was only for read-only access has now been pulverized with Microsoft Dynamics CRM 2011. The user can now create accounts, contacts, opportunities, tasks, phone calls, including access custom entities and […]

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