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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 ‘Project Management’

Pourquoi intégrer vos projets à Microsoft Dynamics 365 Sales

Les ventes et les opérations sont souvent perçues comme étant deux équipes différentes avec des buts distincts, mais il est maintenant plus important que jamais que ces deux groupes travaillent ensemble. Avec des budgets et des délais de plus en plus serrés, les estimations doivent être toujours plus précises, alors que les dates de début […]

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Why You Should Integrate your Projects to Microsoft Dynamics 365 Sales

Most companies probably look at sales and operations as two different teams with two different sets of goals, but it’s more important than ever for these two groups to work together. As budgets tighten and timelines shorten, estimations have to be even more precise, and the start and end dates have to work with what […]

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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, do you know where the process failed? We have found that using templates and checklists within Dynamics CRM, using the AbleBridge Project Management add on, […]

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What is the First Application You Open to Start Your Work Day?

Ok, Facebook doesn’t count here. Most people when asked will tell you that the first application they open is email. Besides being our vehicle for keeping in touch, updated and informed on a personal level, email in the workplace is also a powerful tool. When we surveyed over 150 people via our Linkedin page, particularly […]

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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 your team has complete visibility of the project management metrics, you can bridge the disconnect between sales and service. (tweet this) The Challenge For a […]

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Excel vs Microsoft Project vs Dynamics CRM – The Best Way to Track Projects

After you make the sale, what tool do you use to track project costs, tasks and milestones? Microsoft Excel Many people use Microsoft Excel to manage projects because it is free and everyone has access to it. You can even download some helpful Excel project management templates online. However, using Excel is not ideal because […]

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Extending Dynamics CRM for Project Management

One of the greatest benefits of Microsoft Dynamics CRM is the ability to extend the system beyond traditional Customer Relationship Management work.  Companies have the ability to create new entities unique to their business and actually track operational processes.  These could be internal project management processes that may or may not be important to the […]

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5 Hours of Microsoft Dynamics CRM Training and Information

Is your organization currently using or evaluating Microsoft Dynamics CRM? If so, you won’t want to miss 5 hours of Microsoft Dynamics CRM training and information that will be presented at OTT, Inc.’s 2011 Summit, on Monday, November 14, 2011! OTT, Inc.’s annual Summit delivers a unique educational experience for Microsoft Dynamics CRM clients and […]

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Using Microsoft Dynamics CRM for Project Management

One of the best features of Microsoft Dynamics CRM 2011 is its ability to fulfill functions that were not designed out of the box, a concept known in the CRM community as “xRM”. One such potential function is project management. Maintaining some project-level information in CRM can be incredibly valuable, especially if you are already […]

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Better Project Management and Safety Tracking Combined Using One Powerful Tool!

Contractors and Project Managers that manage and track projects know that being efficient is the key to competing in today’s environment. Being able to perform these operations using one technology tool is the foundation to greater efficiencies and user acceptance. Built on the Microsoft xRM platform, the Skyline Construction and Safety Series enables contractors to […]

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