Tag "CRM customization"

Workflows—an Introduction

Workflows can be powerful tools in any CRM implementation, but I have found they are not fully understood.

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Taking Advantage of Dashboards

I recently wrote a blog about creating dashboards and how they can be your one-stop shop for your work day. Today I want to expound on the advantages of how this feature can be used. When I demo dashboards it usually gets the “wow” factor but I often find that tying the wow factor to the typical workday isn’t always an obvious link.

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Tips and Tricks – Record-Viewing Options in CRM

Microsoft Dynamics CRM system administrators can now offer users a choice of viewing options for records.  Read-Optimized forms are now available in Microsoft Dynamics CRM 2011 Rollup 7. Read-Optimized Forms Users can view records on forms built to open rapidly

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Gaining Buy-in and User Adoption

Listen to each department leader’s description of success prior to implementing Microsoft Dynamics CRM. Make sure these criteria are top of mind during design and training. Reinforce Microsoft Dynamics CRM’s ability to address key concerns achieve success.

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Time and Expense Entry

Summit Group Software implemented a time and expense entry system for our consulting practice using using Microsoft Dynamics CRM as the platform.

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