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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 ‘Sales Metrics and Reporting’

Making 3-Dimensional Charts in Dynamics CRM

With CRM 2011, dashboards and charts can be made on any entity, within minutes, to help you visually see what you want to see.  Do you want to improve the visual look even more by making your CRM Charts look like this? It’s so easy a non-techy person can do it! This process works for the existing […]

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Observing Industry Growth with Microsoft Dynamics CRM

CRM software has come a long way since its inception in 1990. It gives companies insight that they’ve never really had before. If your industry is experiencing growth during this economic shift, CRM software should provide you with proper analysis to stay in front of market changes. Growth is a great thing to undergo as […]

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Out of the Box Reporting with Microsoft Dynamics CRM

You are an executive with a professional services firm and need to establish a sales process which includes timely on demand reporting.  Your sales staff is currently using Outlook and Excel to manage their daily sales activities and produce monthly reports for management.   In addition to responding quickly to requests for products and services from […]

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CRM And Sales Force Automation: It’s A Marriage That Starts With A Sales Strategy.

Through the years I’ve come to appreciate the tremendous impact CRM technology can have on sales operations, but most importantly on the organization as a whole.  No matter what your business or industry - you are selling the value your organization brings to the markets you serve.  How effectively you do this will directly impact your bottom line.  […]

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