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CRM 2015 Spring Release – Personalize Dynamics CRM by Changing Your Theme

One of the newest changes to the Dynamics CRM 2015 spring release is the ability to personalize the application. Microsoft added themes to CRM in order to accomplish this feature. Themes give a company the ability to add a logo to the ribbon, to change the colors of the ribbons, to change the color entry […]

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Webinar – Top New Features in CRM 2015 Update 1

Join this fast-paced webinar presentation on June 17 at 11:30 a.m. ET that delivers quick-hitting tips and best practices for using Microsoft Dynamics CRM. The recently released CRM 2015 Update 1 contains more functionality that allows organizations to leverage out-of-the-box (OOB) features. Here’s what we’ll cover: How to get around the infornation you need quickly How […]

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Dynamics CRM Online Spring Release 2015 – What’s New and How to Update

The new Spring 2015 Release of Microsoft Dynamics CRM Online has been officially released. This Dynamics CRM release preview guide refers to the Spring 2015 update as “2015 Update 1” As a CRM system administrator, you may control when to install Microsoft Dynamics CRM Online service updates for your organization. To update to the latest release […]

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Microsoft Dynamics CRM 2015 – How to Reassign Contacts to a New User

Over time there may be a need where you want to reassign contacts in Dynamics CRM to from one user to another. The situation could be that a user is moving on to a different job so you need to transfer all of their contacts to another user. Another common situation is that the user has too many contacts […]

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Microsoft Dynamics CRM 2015 – How to Add a User to Group Security in portal.office.com

Sometimes when creating a user, you will follow all of the protocol but that user will still not be able to login to Microsoft Dynamics CRM. When they try to login, they may see this screen or something very similar.                 The first step is to check to […]

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Microsoft Dynamics CRM Best Practices Webinar – Case Management

Join this fast-paced webinar presentation March 25 at 11:30 a.m. ET and learn more about Case Management in Dynamics CRM. Enable agents to provide differentiated levels of support with flexible Service Level Agreements “SLA’s”. Gain insight into service effectiveness with the ability to track and analyze key metrics like First Response and Case Resolution. We’ll […]

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CRM Best Practices Webinar – Microsoft Social Listening and Dynamics CRM

Join this fast-paced webinar presentation”Microsoft Social Listening and Dynamics CRM” on February 18 at 11:30 a.m. ET and learn more about Microsoft Social Listening. It’s a powerful new service that your organization can use to put social tools in the hands of your sales, marketing, and service teams—helping them connect on social media with your […]

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Affiliated Helps Health Advisory Firm Increase Operational Efficiency with Microsoft Dynamics CRM

Check out our latest Dynamics CRM customer success story for MB Senior Solutions: Challenge MB Senior Solutions (MBSS), a leading health care advisory service for retirees in the Midwest, saw opportunities for tremendous growth but first needed to improve the way it managed its business data and intelligence to attract and retain customers. Solution Affiliated implemented […]

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Dynamics CRM Webinar – Top Enhancements of Microsoft Dynamics CRM 2015

The Microsoft Dynamics CRM 2015 release has so many new and exciting features and enhancements it’s hard to pick our favorites. Join this fast-paced webinar presentation on January 14 at 11:30 a.m. ET as we will provide an overview of some of our top picks of Microsoft Dynamics CRM 2015 including: Product Enhancements: * Suggestions * […]

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