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Ten Signs Your CRM System is Not Working as it Should
Your CRM system should be delivering outstanding value to your organisation, enabling you to know and serve your customers better and automating previously manual tasks. Your CRM users will be loving...
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Capturing Product Interests on a Lead Form in Dynamics CRM
In Dynamics CRM, a users’ understanding of the specific products or services a customer will be looking to purchase may grow throughout the sales process. For example, at the Lead level, the...
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Microsoft Partner Avtex Buys Dynamics CRM Firm Webfortis
Microsoft Gold Partner Avtex, a customer experience technology deployment and consulting firm, has acquired Webfortis, a Dynamics CRM provider headquartered in San Francisco."We are very excited to...
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Business Apps Firm Fusion5 Acquires Koorb's Microsoft Dynamics CRM and...
Business applications company Fusion5 has announced that it has acquired the Microsoft Dynamics CRM and SharePoint practices of New Zealand-based Microsoft Gold Partner, Koorb Consulting. In October...
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Power Up Your Sales with Dynamics CRM and ClickDimensions
I will be doing a webinar next Thursday February 11th with my friends from ClickDimensions. I hope you can join us!Leveraging the right approach to sales is like having a customized blueprint for...
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Webfortis Joins Avtex
MINNEAPOLIS—February 1, 2016—Avtex, a leading customer experience technology deployment and consulting company, today announces that it has acquired Webfortis, a Microsoft Dynamics CRM provider...
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Are you prepared for Microsoft Dynamics CRM 2016 upgrade?
Microsoft Dynamics CRM 2016 is released, you can read more about the new features and capabilities in this What’s new Microsoft Dynamics CRM 2016 by Microsoft TechNet. However, upgrading to Microsoft...
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CRM Leadership Starts at the Top
Customer relationship management (CRM) doesn't help a company if it is not adopted by users, and that adoption starts with the commitment of senior leadership. For sales, the top management is...
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Installing a new Language into Dynamics CRM
I’ve had to do some development on multilingual systems and the first problem I ran into was having to set my environment up to support additional languages. Adding additional languages to...
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Four Customer Care Trends Your Business Needs to Adopt in 2016
Today’s customers are more informed and connected than ever before and the balance of power has shifted. When it comes to conversations between customers and businesses – the customer is in control....
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USD – Change Logo
Unified Service Desk for Microsoft Dynamics CRM has a logo in the top right hand corner of the screen, in this post I will demonstrate how to change this image. This change will involve creating...
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Benefits of CRM Online vs On-Premise
One of the first decisions a company will have to make when considering a CRM system is whether to use a cloud version (online) or a version that's installed and maintained on their own servers...
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1 MILLION PAGE VIEWS: 8 FUN YEARS WITH DYNAMICS CRM
Evidently we are crossing the million pageview mark today as there are only 5 to go. It's been a great 8 plus years I have had with Dynamics CRM! Through CRM 3.0, 4.0, 2011, 2013, 2015, and 2016,...
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USD – Spilt Panels
Unified Service Desk for Microsoft Dynamics CRM gives the ability to split panels, useful if you want to create a preview style interface. Maybe with a list of activities on the left and the activity...
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New to Microsoft Dynamics CRM v2016, v2015, or even v2013?
New to Microsoft Dynamics CRM v2016, v2015, v2013? Check out the Microsoft Dynamics CRM Training and Adoption Kit which includes eBooks, Videos and so much awesomeness!
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Quick Admin Tip: Share Charts and Views in Microsoft Dynamics CRM Online
Microsoft Dynamics CRM Online can be intimidating to new users. It is such a powerful platform with a plethora of features that getting newcomers to adopt it can sometimes be an uphill battle....
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Using Azure Table Storage from within CRM
In my last article I described a scenario in which large amounts of data were moved from CRM to Azure Table Storage. The idea behind this operation is to offload inactive data to an alternate...
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Microsoft Online Proctored Exams
In the UK we can now take exams without having to travel to a test centre through Online proctored exams . I took the Marketing exam last month this way and wanted to share my experiences. The...
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Installing Dynamics CRM 2016
Installing Microsoft Dynamics CRM 2016 How to install MSCRM 2016 on a Windows Server 2012R2 with SQL 2014 MSCRM 2016 is here, and it's time to take a look at the installation to see what, if any,...
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Tip #570: Remote debugging in CRM with vorlon.js
Our resident visual effects tipster asked me the other day if I had any experience with using vorlon.js in CRM. I didn’t as I never heard of it. But since someone somewhere some time ago pointed out...
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