How to Simplify the Most Hated Operational Task for all Project Based Organizations
What is the most hated operational or administrative task that any professional services resource needs to do? Time entry. Some businesses can afford to let it slide, but in …
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How I Get My Team to Enter Project Time DAILY in Dynamics CRM
I admit that I am the “time police”. It is part of my process and a necessary evil. Even when you make it as simple for them as possible, consultants …
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What is the Essential License for Microsoft Dynamics CRM?
The least expensive license type for Microsoft Dynamics CRM is the Essential license. But before you start calculating your cost savings you should know that Essential users can not actually …
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How Fast Can You Email a Client a Project Status Report From Dynamics CRM?
If a client asks me for a project status report, I can send it within 2 minutes. Complete with all project tasks, milestones, percentage of completion and the total time …
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How Microsoft Partners Can Use Checklists to Manage Implementation Projects in Dynamics CRM
Are you consistently following the same methodology for every software implementation project? Does everyone in your company, including new hires, know the exact steps to follow? When steps are missed, …
The Benefits of CRM Integrated versus Stand Alone Project Management Software – Part 2
In part one of this post we talked about the limitations of a simple CRM system as well as a dedicated stand-alone project management system for managing project delivery. Now …
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The Benefits of CRM Integrated versus Stand Alone Project Management Software – Part 1
The truth is, CRM systems are limited when it comes to managing sales-related deliverables. Customer relationship management (CRM) software systems are invaluable at doing what the name suggests: managing an …
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Why You Should Stop Exporting Microsoft Dynamics CRM Records into Excel
All the information you need about your customers is in Microsoft Dynamics CRM, so why do you still feel the need to export that information to Excel to use it? Perhaps because …
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How to Bridge the Disconnect Between Sales and Project Delivery Teams
Sales: “You didn’t meet the deadline”. Service: “You didn’t quote enough hours”. If you run a project-based business, you have likely heard these types of accusations. But if everyone on …
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What Microsoft CRM’s Position in Magic Quadrant Means for Project Managers
Last month Microsoft Corp. announced that Microsoft Dynamics CRM has been placed in the Leaders quadrant of the Gartner Inc. 2011 Magic Quadrant for CRM Customer Service Contact Centers. By …
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