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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’

Customize CRM for YOUR Needs

CRM, Customer Relationship Management.  It certainly is a buzz phrase and now much more of a necessity than an optional management technique.  So how can you stand out with CRM if everyone has it?  Simple state, make CRM, Your CRM. As a Microsoft Dynamics CRM Certified Gold Partner we have helped hundreds of customers successfully […]

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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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Even More with Even Less – Are You Kidding Me?

As the terrific ASAE Annual Meeting 2012 was winding to a close, it occurred to me that the trends that began in 2008 as the economy turned south might just be here to stay in the Association Community- at least for the near future.  Not unlike our private sector counterparts, Associations and Nonprofits are being […]

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Getting Results: Driving Revenue and Serving Customers with Microsoft Dynamics CRM

When it comes to Customer Relationship Management (CRM) software, it is common knowledge that Microsoft Dynamics CRM is one of the leading products on the market.  There are a multitude of reasons for this, from the benefits it offers to the rich functionality it provides as well as the backing of a worldwide technology vendor.  […]

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How to Keep Microsoft Dynamics CRM Free of Dirty Data

Often overlooked by marketing, sales, and membership staff, it is critical to keep your quantitative or “hard” data, clean and healthy. Hard data can be defined as the data your organization relies on for profiling, categorizing, and reporting on your customers, members, or constituents.  Your Dynamics CRM system is the means by which your users […]

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CRM for the construction industry: a real world example of project management and Microsoft Dynamics CRM working together in Alaska

In my last post, I talked about how the Microsoft Dynamics CRM platform provides a foundation for building a software solution that is right for your business. Today I want to elaborate a little on that and provide you with a real life example of how the flexibility of Microsoft Dynamics CRM has helped the […]

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xRM: Extending the Scope of Microsoft Dynamics CRM

Before delving into the details of xRM and how to put it to work for your organization, it’s important for establish a common definition. According to Wikipedia, xRM is a strategy that takes CRM one step further, focusing on managing all relationships – not just those with customers. With that, let’s now take a look […]

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From Project Management to Marketing: How Microsoft Dynamics CRM Can Fit Every Department Across Your Organization

Many people think of Microsoft Dynamics CRM as a customer relationship tool, which it is. But it has been developed in such a way that it is not just an application, but rather a platform. What do I mean by this? Well, consider the house you live in. You have the foundations that support the […]

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CRM for Associations: A New Era in Member Engagement and Revenue Generation

Associations of all sizes are struggling to find new revenue streams and better connect with their members. In fact, many associations are looking beyond the traditional AMS (Association Membership Management) systems for sales, marketing, and service management and in favor of a “CRM for Associations” solution to centralize their marketing, lead, opportunity, and service management […]

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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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