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  • Blog Post: Microsoft Dynamics CRM Online Supports iPad!

    CRM SoftwareBlog
    According to The Microsoft Dynamics CRM Blog, Microsoft Dynamics CRM current release offers mobile Safari support. So now you can access CRM on your iPad with mobile Safari without having to install a separate app. (http://blogs.msdn.com/b/crm/archive/2013/03/01/crm-for-ipad.aspx)  The iPad solution...
    on 9 Apr 2013

  • Blog Post: Microsoft Dynamics CRM Top Three Discoveries from Convergence

    CRM SoftwareBlog
    The three most interesting things I saw at Microsoft’s Convergence Conference related to Microsoft Dynamics CRM were Bing Maps for Enterprise Integration, Netbreeze’s social CRM, and MarketingPilot. Netbreeze and MarketingPilot were both acquired by Microsoft.  One of the things that we have been asked...
    on 5 Apr 2013

  • Blog Post: Microsoft Dynamics CRM Mobile & Browser Options

    CRM SoftwareBlog
    Workers today depend more and more on their mobile devices. Microsoft Dynamics CRM includes a mobile CRM module that works with any web-enabled phone or device. This allows Microsoft Dynamics users real-time access to customer information, the opportunity pipeline, leads, marketing and customer service...
    on 22 Feb 2013

  • Blog Post: Microsoft Dynamics CRM: A Customer Relationship Management System Integrating With Excel

    CRM SoftwareBlog
    One of the enhancements hinted at for the pending update to Microsoft Dynamics CRM 2012 is improved integration with Microsoft Office. While Dynamics CRM support for Outlook is already solid, some are expecting new capabilities for working with CRM records in Excel and possibly Word.  Obviously this...
    on 13 Dec 2012

  • Blog Post: Microsoft Dynamics CRM + Broadlook = The Perfect Match

    CRM SoftwareBlog
    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...
    on 30 Aug 2012

  • Blog Post: Even More with Even Less – Are You Kidding Me?

    CRM SoftwareBlog
    As the terrific ASAE Annual Meeting 2012 was winding to a close, it occurred to me that the trends that began in 2008 as the economy turned south might just be here to stay in the Association Community- at least for the near future.  Not unlike our private sector counterparts, Associations and Nonprofits...
    on 16 Aug 2012

  • Blog Post: Right on Time with Report Scheduling using Microsoft Dynamics CRM

    CRM SoftwareBlog
    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...
    on 1 Aug 2012

  • Blog Post: Getting Results: Driving Revenue and Serving Customers with Microsoft Dynamics CRM

    CRM SoftwareBlog
    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...
    on 31 Jul 2012

  • Blog Post: Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook

    CRM SoftwareBlog
    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...
    on 13 Jul 2012

  • Blog Post: xRM: Extending the Scope of Microsoft Dynamics CRM

    CRM SoftwareBlog
    Before delving into the details of xRM and how to put it to work for your organization, it’s important for establish a common definition.  According to Wikipedia, xRM is a strategy that takes CRM one step further, focusing on managing all relationships – not just those with customers.  With that, let...
    on 21 Mar 2012

  • Blog Post: 5 Hours of Microsoft Dynamics CRM Training and Information

    CRM SoftwareBlog
    Is your organization currently using or evaluating Microsoft Dynamics CRM ? If so, you won’t want to miss 5 hours of Microsoft Dynamics CRM training and information that will be presented at OTT, Inc.’s 2011 Summit, on Monday, November 14, 2011! OTT, Inc.’s annual Summit delivers a unique educational...
    on 19 Oct 2011

  • Blog Post: Sneak Peak: Microsoft Plans Exciting Updates for Dynamics CRM

    CRM SoftwareBlog
    As a leader in the technology industry, Microsoft is constantly redesigning its products and services to better meet the needs of its customers.  Recently, I read an exciting article published by the E-Commerce Times covering a few of the Dynamics CRM updates Microsoft has planned in the near future...
    on 20 Sep 2011

  • Blog Post: DRIVE Your Business Forward with Microsoft Dynamics CRM Integration

    CRM SoftwareBlog
    In order to create a flowing business, all your business software products should integrate seamlessly.  So why don’t all companies do this? With Microsoft Dynamics GP you will be able to seamlessly integrate CRM in order to aid your business in your daily tasks. Customer Service Management This...
    on 1 Sep 2011

  • Blog Post: xRM: Your Guidebook to Finding the Right CRM Solution

    CRM SoftwareBlog
    Figuring out whether to purchase or build from scratch an enterprise business application is a decision that many companies have faced. Thankfully, that decision has been made easier with the introduction of the Microsoft xRM application platform. With the xRm application platform, your company will...
    on 15 Aug 2011

  • Blog Post: Maximize Revenue by Aligning your Sales and Marketing Teams Through Dynamics CRM

    CRM SoftwareBlog
    In light of the success of our recent webinar, Four Steps to Align Sales and Marketing , I thought I’d write a brief post outlining the information we covered. As I thought more about the webinar, I started to realize that one important issue wasn’t completely addressed: why your Sales and Marketing...
    on 28 Mar 2011

  • Blog Post: Microsoft Dynamics CRM 2011 Training – SharePoint 2010, Upgrade Preparations, and Hands-on Lab

    CRM SoftwareBlog
    Microsoft Dynamics CRM 2011 is here – now it’s your time to experience it for yourself ! Join OTT, Inc. for our complimentary April CRM Net(work) Training, which will focus on Microsoft Dynamics CRM 2011, specifically around integration with SharePoint 2010 for document management, upgrade preparations...
    on 21 Mar 2011

  • Blog Post: Take a Look at CRM on Steroids, aka Microsoft Dynamics CRM 5.0, aka CRM 2011!

    Anonymous Anonymous
    By Dan Smith, Altico Advisors Thanks to Leon Tribe’s guest post on the Microsoft Dynamics CRM Blog and Richard Knudson’s post the Richard Knudson Dynamics CRM Trick Bag , this is going to be the shortest blog post ever!  Here’s a link to a 1-hour video about Dynamics CRM twenty-eleven: http...
    on 9 Aug 2010

  • Blog Post: When It Comes To CRM, Microsoft Has Its Head In The Cloud

    Anonymous Anonymous
    If you are trying to decide whether to invest in an on-premise CRM solution or an on-demand solution, it might be a good idea to see where your software vendor is focusing their attention (and R&D funds).  When you are looking for a software solution to help you manage the future of your business...
    on 7 May 2010

  • Blog Post: CRM Is Like A Snowstorm…Start Shoveling In The Dollars!

    Anonymous Anonymous
    What?  Since we’re entering the time of year when the white stuff starts to pile up, it seems appropriate to look at some of the cold realities of CRM. No two are alike (storms and flakes).  At the macro level (storm) each company uses CRM for unique purposes.  In fact, Dynamics CRM as a platform is...
    on 18 Dec 2009