Tag Archives | Dynamics CRM implementation

CRM Optimization: 7 Ways Client Expectations are Changing and Why

Defining desired business outcomes,  focusing on the relationship, and understanding the value in business optimization. Over the last several months, I have been involved in assisting several of our customers with planning and implementing CRM upgrades to improve the acquisition, retention, and growth of customers or clients. The organizations ranged from traditional industrial/supply chain companies […]

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Webinar – Innovative Use Cases of Microsoft Dynamics CRM and Marketing Automation Technologies

Join Affiliated CRM guru, Bill Rockwell and ClickDimensions Marketing Automation expert, Jesse Granlund, on August 7 at 12:00 p.m. ET for a webinar as they discuss the best practices in Marketing Automation with Dynamics CRM. Learn how a new breed of solutions are emerging that combines all customer and marketing data. We will be covering a […]

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Webinar – CRM 2011 Best Practices and Tips – Advanced Find

Advanced Find in Microsoft Dynamics CRM 2011 is a strong and flexible tool that functions like a magnifying glass, allowing you to focus on specific data in your database. Using the Advanced Find function in Microsoft Dynamics CRM 2011 you can zoom in and extract data you want to see and filter out unnecessary data. If you’re […]

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Top Reason to Hire Dynamics CRM Partner For Your Implementation

In this day and age of the click-next digital world, complexity is hidden behind an illusion of simplicity. Many people that I talk with are looking to implement their own Dynamics CRM or are outsourcing it to the cheapest bidder on the project. Both of these approaches tend to cause me no end of worry […]

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Dynamics CRM 2011 Dialogs Hidden Feature Rocks!

I have just stumbled upon a great new hidden feature that Dialogs in Dynamics CRM inherited from workflows. You can look up records, and have the user select a record, then execute other workflows/dialogs against that record. So here is an example of this. I want to create a Dialog that helps me verify that a […]

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