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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 ‘North Dakota CRM Partner’

Simplifying Campaigns in Microsoft Dynamics CRM 2011

Working with Campaigns can seem like a daunting task to some people; however, Microsoft Dynamics CRM makes working with Marketing Lists and Campaigns very easy to work with. The first step to getting a Campaign started is to create the Marketing List.  You can search for members of the Marketing List based on any field […]

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Conditional Formatting in Microsoft Dynamics CRM 2011 with Outlook 2010

Did you know that Microsoft Dynamics CRM integrates heavily with Microsoft Office?  It provides you with a powerful set of CRM capabilities right within the familiar Microsoft Outlook client. Conditional Formatting is a feature that was introduced with Outlook 2010 and can be used when you use CRM for Outlook. Conditional Formatting allows you to make […]

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Advanced Find: The Most Under-utilized Feature in Dynamics CRM 2011

The Advanced Find feature in Microsoft Dynamics CRM 2011 is not used nearly enough.  After talking to CRM prospects, we've found that this feature would be able to solve many of their issues with getting data out of their current customer tracking system simply by being able to create their own custom views. A view is simply a […]

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CRM Online – An Affordable Choice for Non-Profits

During the holiday season, I love going to my mailbox to find cards from friends and family rather than just those pesky bills.   As I sort through my mail, I am reminded of all the wonderful non-profits that are in the area, the great services they provide and how they depend on the support from […]

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What is C…R…M?

So I was out with a friend and explaining what I do, I  get a confused look.  What is C…R…M?   Ok, I get it.  Not everyone has lived in the software industry and is used to the many acronyms for our products.  I explain it is a software package that helps you keep track of […]

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CRM Social Features – Like It!

I’m a Facebook junkie.  I admit it.   It’s a great way to keep connected with my friends and family who are scattered across the country.  It has changed the way I communicate and I find I’m more in tune with what is happening in my friends' lives than I was before.  In October, Microsoft announced their […]

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What’s Your Sign? How to Find a CRM Solution and Provider That are Compatible With You.

When I pull up the internet, my homepage has a link to my daily horoscope.  I look to the left and then the right to be sure my dogs aren’t watching me and quickly click to what it says. After all, today just might be my lucky day and I don’t even know it.  Shucks…it’s not […]

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