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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 ‘XRM’

Quels sont les avantages d’un outil de gestion de la relation client (CRM) Microsoft Dynamics personnalisé?

Une application CRM est utile en tant que telle puisqu’elle permet d’effectuer la gestion de vos clients et contacts, de votre processus de service à la clientèle et de vos campagnes marketing. Mais une fois personnalisée pour s’adapter à vos processus et les améliorer, votre solution CRM peut pousser votre entreprise encore plus loin: elle vous […]

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What are the Advantages of Customizing Your Microsoft Dynamics Customer Relationship Management (CRM) Tool?

A CRM application is useful in and of itself as it allows you to manage everything from your clients to your various contacts, not to mention help you handle your customer service process as well as marketing activities. But customized to fit and enhance your processes, your CRM will take your business to the next […]

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Microsoft Dynamics CRM Record Count Reports

I was working with a client the other day that requested help with an SSRS report. You see, this client wanted to create Microsoft Dynamics CRM Record Count Reports. This is accomplished in a Dynamics CRM on-premise environment by creating a SSRS report using an aggregate query to pull data. This will yield the user […]

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How to Grab Financials During a Phone Call – Quickbooks to Dynamics CRM

We recently discovered xRM QuickBooks Integration for Microsoft Dynamics CRM from xRM (www.xrm.com). We liked it and we thought we’d pass it on to you. Does your company use QuickBooks and Microsoft Dynamics CRM? Have you ever wanted to have ready at hand the financial information about a prospect or customer before you call them? […]

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Why You Should Calculate Non-Billable Goodwill Activities in Microsoft Dynamics CRM

Do you track non-billable "goodwill" activities done for your clients? Many organizations that use Microsoft Dynamics CRM track relationships with people and organizations that are not paying clients in the traditional sense;  they still want to have some way to track, tabulate and report on the non-billable goodwill activities done to support those relationships. This […]

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xRM Explained – Enabling an ‘Anything to Everything’ Relationship

Business is all about relationships - relationships between people and their needs, Establishing and maintaining their trust and providing people with valuable and memorable experiences is what business is all about.  These essential relationships include, of course, your clients, your employees, your shareholders, your prospects, your vendors, your community – the list goes on and […]

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xRM – Microsoft’s “Anything” Framework – A Dream SMB Solution!

What type of system is right for small business? Every small business is different; each has specific information that is critical to the top and bottom line. Successfully managing, relating, tracking, and alerting on this critical business data ranging from customers, contacts, students, vendors to trucks, technology assets or livestock requires careful planning. No one […]

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Custom Entities vs. Existing Entities in Dynamics CRM 2011

Dynamics CRM 2011 has the ability to effectively manage far more data than just account and contact information as the name might imply. With some basic customization, it can handle data of just about any type, this concept has become known as “xRM” or “Anything” Relationship Management. Existing record types can be tailored to meet […]

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My Favorite CRM Button

With all the great functionality packed into Dynamics CRM, I realized the other day that I have one favorite. This gem of functionality can be unleashed with one little button. It's not a button that controls some great fancy customization we created (although we have a few of those). It is a simple little button […]

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Using LEGOs to Help Explain xRM and the Microsoft Dynamics CRM Platform

Microsoft provides the rich foundation, the various interconnecting blocks, and the many special pieces to easily extend Microsoft Dynamics CRM.  Using Microsoft Dynamics CRM as a platform and extending CRM to meet new and different business needs is often referred to as xRM.I always enjoyed playing with LEGO® sets when I was a kid.  I […]

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