CRM

Simple Steps to Edit Multiple Contact Records in Microsoft Dynamics CRM

When a customer sends notification that they have acquired a new phone number or moved to another location, it can be a tedious task to update each employee’s details individually, especially when there are several contacts saved in Microsoft Dynamics CRM for the company.

Here comes LEO! Microsoft's truly significant enhancement to CRM

This spring, Microsoft is releasing a truly significant enhancement to CRM. While there are a number of new features I could gush about, the one that I am truly excited about are the changes to the customer service module.

User Credentials Error

If you are seeing this error: "Cannot connect to Microsoft Dynamics CRM server because we cannot authenticate your credentials. Check your connection or contact your administrator for more help."

Lucky 13: SharePoint 2013, Microsoft Office 2013, and Microsoft Dynamics CRM 2013

The case can always be made to select and prioritize phases for change that make sense for an organization. Today, many organizations find themselves on different versions of interoperable products from Microsoft; and, perhaps other vendors as well. Rather than an organization thinking they should overhaul Microsoft SharePoint 2013, Microsoft Office 2013, and Microsoft Dynamics CRM 2013 systems as a necessity, they need to consider why moving to the “Lucky 13” triad is a smart decision.

CRM Implementation Best Practices

The goal behind a CRM system usually consists of a 360-degree view of the customer and building strong, emotional relationships. However, before you can have a successful CRM system you must have a CRM strategy. Many people mistakenly think that CRM is only a technology investment... which explains where many efforts fall short.

CRM Trends for 2014

Many factors are going to drive changes in 2014. Old school advertising is becoming less effective, customers are becoming dramatically more sophisticated, and engaging your customer’s (the way they want to be engaged) is more important than ever before. To start 2014, we offer 4 trends to watch related to CRM (Customer Relationship Management):

CRM 2013 New Forms Insufficient Permissions

If you use custom security roles as your only security roles in CRM 2011 then you may run into this permissions issue when you upgrade to CRM 2013 and use the new 2013 Account and Contact forms:

Getting the most from your CRM Investment

Implementing a Customer Relationship Management (CRM) system such as Microsoft Dynamics CRM can provide your business a lot of value. It can help to drive greater customer satisfaction, better engagement, increased sales, and improve your overall sales pipeline. These reasons are commonly used to justify an initial investment in a CRM system; however, significantly more value can be realized by taking it beyond the basics.

Reach Your 2014 Business Goals Faster with Microsoft Dynamics CRM 2013!

Microsoft Dynamics CRM 2013 has a new layout that enables users to access all the areas of the application in a way that’s fast, fluid, and relevant to whatever you’re working on.

Six Important Steps Prior Launching a Cloud Environment

Congratulations! Your organization is taking the leap and moving Microsoft Dynamics ERP and Microsoft Dynamics CRM to the cloud. Enjoy the cost savings, scalability and flexible access options the cloud will provide for the organization, and the move could not come soon enough.
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