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A panel of Microsoft Dynamics CRM experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

 

Having all of your information in your Microsoft Dynamics CRM database is beneficial to not only the sales team but also to marketing, administration and office staff. Being able to access the information you need in a timely manner is equally as important. Not understanding how to mine data from Microsoft Dynamics CRM can lead […]

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When looking to gain a competitive advantage in the field service industry, most organizations look to bolster their team of field technicians.  While this can mean additional hiring, training, etc., those efforts can get expensive very quickly. Instead, a more accessible means of enhancing your team’s capabilities is by equipping the resources you already have […]

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Microsoft Dynamics CRM is an amazing system that makes use of an incredible combination of software and hardware – everything from Windows Server, SQL Server, IIS, the .NET Framework, DNS, ADFS, Outlook, Office and SharePoint. If you're not using CRM Online, it can sometimes require a lot of skill and expertise to keep all these […]

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There is no denying that when working with importable data in CRM, data integrity is of the highest importance. Microsoft has gone a long way to help make importable templates much more manageable and safe for end users.  They have added a number of user friendly measures, such as tool tips that tell you the […]

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I’ve seen a lot of CRM projects and – based on my experience – there’s one thing that 90% of clients don’t bother with: a well-thought-out security model. I’m not talking about good passwords. I’m talking about a tendency for making everyone a system admin, instead of deciding which sections, records and fields each user […]

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Planning and Delivery of PSA In Part 1 of this series, we posted a brief introduction to the Project Service Automation solution for Microsoft Dynamics CRM Online. This is Part 2 of a four-part series on Microsoft Dynamics CRM Project Service Automation, or PSA, as it is more easily referred to. This part will dive a little […]

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Businesses turn to CRM solutions to provide the convenience and service customers expect from companies. Many organizations shift to an everything-as-a-service model as products become more complex and consumers expect lasting partnerships with businesses, according to the Microsoft Dynamics CRM 2016 Spring Wave announcement. The new Microsoft features available through the company's most recent update […]

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How do you alert a team member that a project task has been assigned to them? Are you still sending email? Did you know this can be done automatically when you manage your projects in Microsoft Dynamics CRM? When we do a Microsoft Dynamics CRM implementation it requires that we work together as team to […]

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The hand held devices available today combined with cloud software are breaking down the walls around all kinds of services—which can be delivered just as well in the field as they can in the office. The challenge Responding to the growing percentage of elderly patients in their practice, a regional healthcare provider started a home-visit […]

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One of the nice things about Microsoft Dynamics CRM’s roll-up fields is the ability to capture the latest date of related underlying records. In the past, we were able to create a Date field in the Contact entity and populate it with the Last Activity Date. Previously, you could only find Activities that were related […]

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