Archive

Outlook Reading Pane

The use and likeability of the Microsoft Office Outlook Reading Pane is a personal preference for Outlook users. For those who use it regularly, there is an additional benefit of using it: Microsoft Dynamic CRM record previewing.

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Integration for Everyone

Last year, Scribe performed a study focused on understanding what customers and partners were considering in regard to customer data, Microsoft Dynamics CRM, and how it is integrated with the rest of the organization’s business operations. The study revealed only 15% of respondents had fully integrated Microsoft Dynamics CRM or customer facing systems. That is pretty low.

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Moving On Up – Reasons to Consider Moving Microsoft Dynamics GP to the Cloud

Many organizations buying new ERP software solutions today are choosing to host the license in the Cloud – meaning the software is leased instead of purchased out-right. Does that mean the thousands of Microsoft Dynamics GP clients who own an on-premise license do not have an option or reason to consider the Cloud? Absolutely not! Companies have the option of moving that on-premise license to the Cloud. Here are some important reasons to consider the jump.

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Cost < Benefit – Benefits must always be greater than cost – much greater

Throughout a typical week, conversations with numerous nonprofit executives, staff, and volunteers often bring up the same basic question: “How can our organization justify spending on new donor management software?”

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Changing Default SmartList Options

Ever wished for an Account SmartList defaulted to a maximum of 3,000 records, or a Vendor SmartList that did not automatically include City, State, and Postal Code – without having to edit the Search window or the Columns window each time? The good news is the defaults for “out-of-the-box” SmartLists can be changed.

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Launch Quick Campaigns

As any good marketing director knows, sometimes keeping it simple is best. Though hosting a big event or some other splashy campaign may win potential customers, small organizations often do not have the resources to implement such campaigns. A tailored e-mail sent to a smaller, specific demographic may be more realistic and frequently is more effective. Using Microsoft Dynamics CRM, these two marketing strategies can be executed by using Campaigns and Quick Campaigns.

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Yammer

I recently sat down with Brian Murray from Yammer to learn more about Microsoft’s latest acquisition. Before joining Yammer two and a half years ago, Brian worked for the technology consulting practice of Deloitte. Deloitte was an early adaptor of Yammer and was Brian’s first introduction to the product. Shortly thereafter, Brian joined the Yammer team as a customer success manager. The position involved working with enterprise clients to help extract greater value from the tool by achieving greater adoption and overall success. Brian became the Director of Enterprise Strategy within the Yammer Product Team six months ago and now works as a liaison between internal product and engineering groups within Microsoft ensure the Yammer experience goes across the many Microsoft enterprise software solutions.

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Create Multiple Checks to a Single Vendor

Many companies have multiple accounts with utility, telephone and cell phone vendors. For example, there may be eight locations in the same area and all the utility accounts are with the same utility vendor. All payments are remitted to the same address; however, each location has a separate account number. Typically the bills would be paid with one check and often there are problems with the way the vendor applies the payment.

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Let Us Handle That

Many challenges face Payroll and Human Resource (HR) Administrators today. Cumbersome piles of tax information, W2s, paystubs and time sheets overrun desks. Double entry of information not only reduces efficiency, but doesn’t allow for focus on business essential tasks and questions from employees. Let’s take a look at a week in the life of Sue, a HR/Payroll Administrator.

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The Power of Precision – Experlogix and Microsoft Dynamics CRM accelerate customer quotes for FEI high-powered microscopes

When purchasing a car, there are a number of add-on options to choose from – the same is true for the multi-million dollar microscopes the Hillsboro, Oregon-based FEI Company manufactures. FEI makes electron-optics and focused-ion beam microscopes that offer precision imaging and three-dimensional characterization configured to the specific needs of different scientific industries including nanotechnology and semiconductor fabrication.

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