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Dynamics CRM Webinar on Jan. 8 – Best Practices in Marketing Automation and Dynamics CRM

New research indicates that organizations using a CRM solution, like Microsoft Dynamics CRM, can gain up to a $44 return to every $1 spent on email marketing? Imagine what you could achieve and save if you had an automated sales and marketing machine, fine-tuned and tailored just for your organization. Join Affiliated and ClickDimensions on January 8 at 12:00 p.m. for an informative […]

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Advanced Troubleshooting Tips to Get Outlook 2013 and CRM 2013 Working Together

A few of our customers have been experiencing issues with Outlook 2013 and Dynamics CRM 2013 working together which can be especially annoying when a user goes through the prescribed methods and then cannot use CRM and Outlook together. The combination of CRM and Outlook is perhaps the most efficient way to use Dynamics. With […]

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Quick Fix for Issues with Microsoft Dynamics CRM 2011 and Outlook 2013

Several of our Affiliated customers have reported having issues with using Dynamics CRM 2011 and the new version of Outlook 2013. Here are a few tricks that should help in getting Outlook 2013  working with CRM 2011. This solution can be applied to both the Online and the On Premise Dynamics CRM models. Symptoms: Generally, […]

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Join Us for a CRM Webinar on 11/14 – Going Mobile with Microsoft Dynamics CRM – What Are Your Options?

Everyone’s talking about how important it is to implement mobile solutions for your business and adding mobile access to CRM can deliver significant benefits. In a survey of CRM decision makers, Nucleus Research found that mobile access to CRM increases sales force productivity by 14.6 percent, with nearly a third citing a productivity increase of […]

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Affiliated’s Bill Owens to Speak on Microsoft Dynamics CRM Adoption Best Practices and Governance at CRMUG Summit 2013

Bill Owens, CRM Practice Manager at Affiliated, a leading Ohio technology and professional services company, will be speaking at the upcoming CRMUG Summit 2013 to be held October 21-24, 2013 at the Tampa Marriott Waterside in Tampa, Florida. Owens will be presenting three sessions, “User Adoption: Adoption using Organizational Change Management” where he will discuss ideas […]

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Proven Process to Upgrade Your Dynamics CRM 2011 Online System to CRM 2013

Do you or your company have Microsoft Dynamics CRM 2011 Online? Then you are most likely receiving e-mails from Microsoft telling you about the upgrade that is coming. You have been given a date and time for the upgrade, and a list of items that will fail once the upgrade is completed. Here’s what you need […]

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New Features and Resources Available for Upgrading to Dynamics CRM 2013

We are very excited about the new features coming in Dynamics CRM 2013 and wanted to highlight some of them here as well as resources available to help you in your planning for the next release. Dynamics CRM 2013 highlights include: Redesigned User Experience: Cleaner, faster, more intuitive interfaces with no pop ups or flipping from one […]

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Dynamics CRM Event – September 26 – Get the Latest Dynamics CRM Tips and Trends

Whether you’re currently using CRM or looking to learn more about how it can help your business, you won’t want to miss Affiliated’s Business Technology Solutions Showcase event on September 26 in Dublin, Ohio! The showcase event will feature sessions focused on CRM 2013’s new features, power user training, and innovative uses of CRM for marketing automation, […]

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Webinar – CRM 2011 Best Practices – Goals

The Dynamics CRM 2011 Goals feature makes it easy to set business goals, assign goals to individual teams or employees, and track and measure results against your targets. Join Affiliated’s CRM expert and super-user, Steven Jennings, on August 14 at 12:00 p.m. ET, as he presents Best Practices and Tips/Techniques for Goals in Microsoft Dynamics CRM […]

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Best Practices in Lead Management: Creating a Lead Management Plan

At Affiliated, we deeply believe that great expectations and results all start at the same point; with a great plan. In recent blog postings “Lead Management in Dynamics CRM” and “Results of a Proper Lead Management Process in Dynamics CRM“, we discussed the concept of Lead Management in Dynamics CRM and what value it can bring […]

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