New Microsoft Dynamic CRM Mobile Capabilities!
In March, Microsoft announced new mobile capabilities for Dynamics CRM as part of a planned upgrade scheduled for Q2 2012. There’s been a lot of excitement generated by this new mobile feature, which...
View ArticleMore Visualization Possibilities with Microsoft Dynamics CRM
Big data has clearly become a big topic in the last year. Interestingly some of those same techniques and approaches cross over nicely to the CRM realm. Take visualization of data. With so many dataset...
View ArticleMicrosoft Dynamics CRM Gets More Social in 2012
Introduced in the November 2011 service update, Activity Feeds were a solid first step in bringing more real-time collaboration and social aspects to Microsoft Dynamics CRM. The key idea is that...
View ArticleCustomer Portal Brings Self-Service to Microsoft Dynamics CRM
Announced last March by Microsoft, the Customer Portal solution lets you engage more deeply with your customers by allowing them access to Dynamics CRM functions over the web. So what can your...
View ArticleUse Dynamics CRM to Enable Web-based Lead Capture
We’ve all seen this particular form on corporate web sites. The one with “who to contact” or “have any questions?” - there’s usually a series of fields that lets potential customers enter their contact...
View ArticleIncrease Productivity with Dynamics CRM Integration for Microsoft Outlook
With the introduction of a native Microsoft Outlook integration back in CRM 4.0, the Dynamics team provided a convenient option for email centric marketing and sales folks. They can add leads, track...
View ArticlePart I: Dynamics CRM 2011 Connections for Creating Relationships
Anyone who’s ever joined a social network quickly realizes that one of the most valuable features is the relationships created in the community. You friend someone, and then you’ll show up in your new...
View ArticlePart II: Dynamics CRM 2011 Connections for Opportunities
In our last post, we discussed how Connections introduced aspects of social networking into Dynamics CRM. Using Connections, it's possible to create follow-follower relationships between Contacts--a...
View ArticleYammer and Microsoft Dynamics CRM to Join Forces
With the big (but expected) announcement that Microsoft will purchase Yammer, Microsoft Dynamics CRM users can expect to see more social communications functions in the coming years. Yammer will find a...
View ArticleNew Productivity Pack for Dynamics GP to Dynamics CRM Connector
The Connector for Microsoft Dynamics, which has been available for about two years, provides integration between Microsoft Dynamics CRM and Microsoft Dynamics GP (previously Great Plains), as well as...
View ArticleCool Tip For Microsoft CRM Dynamics Activity Feeds
The release of Activity Feeds in late 2011 marked the first true introduction of powerful social networking capabilities into Microsoft Dynamics CRM. Activity Feeds let users see a stream of real-time...
View ArticleWhy Aren’t You Using SharePoint with Dynamics CRM 2011?
With the release of Dynamics CRM 2011, Microsoft provides an out-of-the-box integration with SharePoint. Even if you don't take full advantage of the complete capabilities of a SharePoint integration,...
View ArticleFYI: CRM Anywhere for Microsoft Dynamics CRM 2012 Delayed
In a previous post, we wrote about the new mobility capabilities planned for Microsoft Dynamics CRM 2012 Update. To refresh your memory, the 2012 Update would be executed on the Dynamics team's “CRM...
View ArticleMicrosoft Dynamics CRM Ribbon Customization
One important thing to bear in mind while choosing software is to make sure you will have the capability of customizing it later. Microsoft Dynamics CRM is programmable and changeable at a core level...
View ArticleSocial Dialtone for Microsoft Dynamics CRM 2012
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...
View ArticleSTAR Helps Dynamics CRM Online Meet Security and Regulatory Requirements
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...
View ArticleWill there be a MS Dynamics CRM Windows 8 version?
Buried in the Release Preview Guide for the December Update, there's a table showing all the operating systems that the online version of Dynamics CRM will be compatible with. There's a row devoted to...
View ArticlePre-defined Sales Processes Come to Microsoft Dynamics 2012
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...
View ArticleMicrosoft Dynamics CRM: A Customer Relationship Management System Integrating...
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...
View ArticleYammer and Microsoft Dynamics CRM 2012
The last news we've heard on the long awaited CRM 2012 upgrade is that its general availability has been pushed to January 2013. One of the features we're very excited about in this newest Dynamics CRM...
View ArticleDon’t Overlook Embedded Bing Maps in Dynamics CRM 2012
One of the many cool new features in the recent update to Microsoft Dynamics CRM 2012 is embedded Bing maps. Address fields are already a part of many of your Customer Relationship Management records,...
View ArticleLooking to Have Multiple CRM Instances; Why Not Try Dynamics CRM?
Sometimes you may have separate Dynamics CRM installations or instances to help better run your organization. Different departments use CRM software for different reasons. For example, your marketing...
View ArticleNot-for-Profit Membership and Donation Management Webinar
Are you part of a not-for-profit organization and would like to better manage your constituent information, donation pipeline, benefits, events and fundraisers? If so, you won’t want to miss our...
View ArticleWhy You Need Marketing Automation
Let’s start with what exactly marketing automation is. It is a tool that allows you to effectively develop and analyze marketing campaigns and organize customer data. Marketing Automation software will...
View ArticleStop Re-pulling Your Marketing Lists and Automate Them!
With your marketing campaigns comes creative, collateral, and of course marketing lists. Whether you are emailing, calling, or mailing, you need to make sure your marketing lists are up to date. This...
View ArticleSchools as CRM Users: Constituent Relationship Management
From public school districts to universities, schools of all sizes are becoming increasingly reliant on CRM software to manage recruitment, communication, and retention. For these users, CRM stands for...
View ArticleGovernmental Agencies as CRM Users: Citizen Relationship Management
Last time, we talked about schools turning to CRM software to manage recruitment, communication, and retention. Similarly, governmental agencies of all sizes are turning to CRM software to increase...
View ArticleGet Advanced Business Analytics of CRM Data with Power View in Excel
With the addition of Power View to Microsoft Excel 2013, you can easily perform advanced business analytics of your real time CRM data. Just use the Export to Excel feature in Microsoft Dynamics CRM to...
View ArticleExpand Your Marketing Team with Microsoft Dynamics CRM
Most businesses depend on successful marketing campaigns to drive sales and expand their reach to new customers. From planning to carrying through, a marketing campaign involves a great deal of...
View ArticleWebinar: Have You Heard the Buzz Around Marketing Automation?
Today, customers are in control. But when they do interact with companies they expect more relevant, personal and timely communications than ever before. To deliver this more personalized experience,...
View ArticleA CRM that Can Be Personalized to Its User
As a Marketer, CRM software (http://mig.com/Software-Solutions/Customer-Relationship-Management-CRM) is your best friend. You will use this every day and want to make sure you have all your shortcuts...
View ArticleManaging Customer Responses to Marketing Campaigns with Microsoft Dynamics CRM
When potential customers respond positively to one of your marketing campaigns, you'll want to pursue those responses efficiently and completely, and that's where Microsoft Dynamics CRM comes in....
View ArticleWhat ROI Can You Expect from Microsoft Dynamics CRM?
There is no question that your company can benefit from Microsoft Dynamics CRM. The question is, how much will that benefit amount to in dollars and cents? In other words, what return on investment...
View ArticleSee How Easy it is to Create Reports with CRM Software!
There are several different ways you can analyze the rich customer data. Unfortunately it is not always easy to analyze all that information. With your customer data stored in Microsoft Dynamics CRM...
View ArticleKeep Your Data Safe with Microsoft Dynamics CRM
Dynamics CRM holds a great deal of business data, and the security and privacy of sensitive business data contained in CRM is of paramount importance. Security is particularly a concern when a business...
View Article8 Things Marketers Should Automate to Drive Leads and Revenue
Buyers crave personal touches, but how does a marketer provide that for hundreds or even thousands of prospects? The solution lies in automation. CoreMotives and MIG have developed a list of 8 things...
View ArticleStay Up To Date with Key Marketing Trends for 2013
Savvy businesses are shifting their emphasis off of themselves and onto their customers and prospects. Customers and prospects, empowered by the Web and social tools, have more control over the brand...
View ArticleCreating Marketing Lists with Microsoft Dynamics CRM
Good, up-to-date marketing lists are often the core of successful marketing campaigns, and Microsoft Dynamics CRM (www.mig.com/DynamicsCRM) enables you to quickly and easily create marketing lists....
View ArticleWhat Can Mail Merge Do For Your Marketing Campaigns?
Are you about to launch a direct mail marketing campaign? Direct Mail campaigns are a lot of work, and it can get a bit hectic. With the mail merge feature in Microsoft Dynamics CRM...
View ArticleSynchronizing Microsoft Dynamics CRM Online with Your Active Directory
The Microsoft Dynamics CRM team recently published an article entitled "How to Synchronize CRM Online with your Active Directory" on their blog. Why would you want to synchronize it with your Active...
View ArticleStorage in Microsoft Dynamics CRM Online
The Microsoft Dynamics CRM team has published an article about storage for Microsoft Dynamics CRM Online on their blog, and it contains some useful tips on reducing your storage use to avoid...
View ArticleMicrosoft Dynamics CRM… Wedding Planner?
Microsoft Dynamics CRM (www.mig.com/DynamicsCRM) isn't just used by businesses for customer relationship management, but also by many schools, governmental agencies, and nonprofit organizations for...
View ArticleWhat Can Yammer and Microsoft Dynamics CRM Online Do For You?
Yammer, the so-called "Facebook for business," delivers private enterprise social networks to more than 200,000 organizations around the planet. People use it to collaborate securely across...
View ArticleBing Maps and Microsoft Dynamics CRM
They say a picture is worth a thousand words, which is why we like to use graphs and charts to present our data, and why we like to have maps alongside entities with addresses. Microsoft Dynamics CRM...
View ArticleImproving Customer Service with Microsoft Dynamics CRM
Microsoft Dynamics CRM (www.mig.com/DynamicsCRM) provides process automation that streamlines and improves customer service. When a customer service representative (CSR) opens a case record, the form...
View ArticleImproving Customer Service with Microsoft Dynamics CRM, Part 2
In our last blog entry, we discussed Microsoft Dynamics CRM's automated customer service process flow and the CRM case form that displays all the information a customer service representative (CSR)...
View ArticleMarketingPilot Integration with Microsoft Dynamics CRM
Microsoft purchased MarketingPilot late last year, and they wasted little time integrating it nicely with Microsoft Dynamics CRM. Many Microsoft Dynamics CRM (www.mig.com/DynamicsCRM) users were...
View ArticleMicrosoft Dynamics CRM 2013 Preview: Mobile Device Access
Microsoft Dynamics CRM 2013 will be released this Fall, and Microsoft recently published its Microsoft Dynamics CRM 2013 Release Preview Guide. The 19 page guide is organized around improvements in...
View ArticleMicrosoft Dynamics CRM 2013 Preview: Platform Enhancements
Dynamics CRM 2013 has already been released in some regions, and its American release is imminent. Microsoft recently published its 19 page Microsoft Dynamics CRM 2013 Release Preview Guide, organized...
View ArticleMicrosoft Dynamics CRM 2013 Virtual Global Premiere Event
Microsoft considers Microsoft Dynamics 2013 to be the most important launch of Dynamics CRM (www.mig.com/DynamicsCRM) since they first introduced their online service. Want to find out why? Well, on...
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