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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’

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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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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