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“He who walks in the middle of the road gets hit from both sides.”  – George P. Schultz   Do you ever have those times when you are out of the office and run into a situation where you wish you had your office with you? Have you had a customer ask you a specific question and you couldn’t answer it...

“The value of an idea lies in the using of it.” Thomas A. Edison I love this quote.  Ideas abound, especially in this day and age with the speed of technology change, new communication mechanisms, etc.  But there is one idea that warrants more consideration in the CRM (customer relationship...

Microsoft Dynamics CRM Spotlight in Technology Evaluation Centers’ Buyer’s Guide on CRM Systems Ignify customer OSI Systems, Inc.’s use of Microsoft Dynamics CRM has been cited as an important customer relationship management (CRM) system success story in Technology Evaluation Centers (TEC) CRM Buyer...

Microsoft Dynamics Customer Relationship Management (CRM) 2011 has many built-in tools that allow you to customize your installation to your organization’s requirements.  The included user-friendly customization features, workflows, dialogues and dashboards are powerful ways to shape your CRM environment...

Implementing Microsoft Dynamics CRM across an entire company can produce significant customer management and cost cutting benefits. However, this kind of large scale implementation comes with some very specific (and potentially difficult) challenges, such as the need for functional diversity between...

After several years of challenging market conditions, the residential homebuilding industry seems to have turned a corner and begun to rebound.  Firms that have invested in technology to help them drive revenue and margin will be positioned to outperform their competitors as the market returns to health...

  “Perserverance is a great element of success. If you only knock long enough and loud enough at the gate, you are sure to wake up somebody.” – Henry Wadsworth Longfellow   The last thing you want to hear before walking into your customer’s office is, “Your Company’s service...

With the release of the Microsoft Dynamics CRM 2011 Update Rollup 12 and Microsoft Dynamics CRM December 2012 Service Update , organizations now have the ability to use browsers other than Internet Explorer to connect to Microsoft Dynamics CRM 2011.  While this is indeed exciting news as it expands the...

“Men at some time are masters of their fates” – William Shakespeare   Turnkey Technologies, Inc. has enjoyed sharing great information and insights about Microsoft Dynamics CRM and CRM Software on the CRM SoftwareBlog.com in 2012.  The main purpose has always been to inform the reader, give a unique...

Microsoft Dynamics CRM has always bundled in some templates and other workflows. For the update to Dynamics CRM 2012, there are powerful pre-defined workflows for sales processes . Specifically, the Dynamics team has included three workflows for lead, opportunity, and sales management. Of course, you...

Back in July, the Microsoft Dynamics CRM team had an important announcement on cloud security that may have flown under the radar for many of us. Microsoft had registered CRM Online with the Cloud Security Alliances’ STAR (Security, Trust, & Assurance Registry) program. That’s a mouthful...

Many not for profits are finding Microsoft Dynamics CRM to be the right foundation for better managing their fundraising, grants, memberships, and events. For one large operating foundation, The TM Group transformed Microsoft Dynamics CRM into a custom tailored grant management, project tracking, events...

Microsoft has done a great job talking up the social aspects of their pending upgrade to Microsoft Dynamics CRM 2012 . Building on its Activity Feeds foundation, Dynamics CRM 2012 will support Facebook-style liking and unliking of posts, along with the ability to filter a “time-line” view based on Twitter...

We recently began using a set of solutions in our internal Microsoft Dynamics CRM system that has just been phenomenal.  Since starting to utilize Broadlook’s Contact Capture, we no longer have to undergo mundane and time consuming data entry tasks to create new contact records into our Microsoft Dynamics...

As one of Microsoft’s top partners working with pharmaceutical companies and medical device manufacturers , Armanino Consulting has had many recent inquiries about HIPAA and other data compliance requirements as they pertain to Microsoft CRM Online.  As the US heads towards electronic medical records...

Organizations rely on accurate and timely information to make informed business decisions, and Microsoft Dynamics CRM 2011 includes a powerful reporting engine for report generation.  Traditionally, the generation of reports is the responsibility of a system user and they were run upon request or at...

When it comes to Customer Relationship Management (CRM) software, it is common knowledge that Microsoft Dynamics CRM is one of the leading products on the market.  There are a multitude of reasons for this, from the benefits it offers to the rich functionality it provides as well as the backing of a...

At the heart of every high tech company are front-and back-office business pro­cesses that are ripe for unifying.  With all of today’s investment in enterprise applications, it still puzzles me how often I find global high tech companies with enterprise resource planning (ERP) and customer relationship...

It’s estimated to cost as much as five to ten times more to acquire a new customer then to retain an existing customer.  Since retaining existing customers and acquiring new customers is the goal of every business, what are you doing to these two groups to secure your business and how are you managing...

Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook   One of the best and latest features in Microsoft Dynamics CRM for Outlook is the capability to apply conditional formatting to records in a view. Conditional formatting is available when using the...

“The world is all gates, all opportunities, strings of tension waiting to be struck.” –Ralph Waldo Emerson   Did you ever get a call from a customer while on the road and wish you had access to all your past calls and notes?  Have you ever been at a customer’s site and heard “How much of a specific...

For Microsoft CRM customers, a new cloud based mobile CRM service called Microsoft Dynamics CRM Mobile will soon be available. This service will provide a full view of customer data for both on-premise and online Microsoft CRM clients. For many companies who have already implemented a 3rd party Mobile...

“The greatest achievement of the human spirit is to live up to one’s opportunities, and make the most of one’s resources.” – Marquis de Vauvenargues Customer Relationship Management (CRM) software is more than just software, it is a philosophy and a process within your organization.  Today less than...

In addition to the flexibility Microsoft Dynamics CRM offers in managing any information that is important to your organization as an xRM platform, Microsoft Dynamics CRM 2011 offers a ton of new features that allow users to personalize CRM for themselves. Here are 5 new Microsoft Dynamics CRM 2011 personalization...

Companies investing in CRM solutions should focus on the tangible benefits they receive such as improved user productivity, enhanced customer service delivery, and integrations to current systems. In their research, organizations must determine which CRM providers are contenders and which are pretenders...