Showing archived posts for: February 2015


New Enhancements for Dynamics CRM & Dynamics Marketing

Posted by Donna Krizik on February 27, 2015

With Dynamics CRM 2015 and the recent update to Dynamics Marketing there are a ton of enhancements across sales, marketing and customer service. Microsoft’s mission is to reinvent productivity so that businesses can earn more and deliver great customer experiences. They are doing this through focusing on increased collaboration…

Read More

Get Going with Dynamics CRM – Industry Templates

Posted by Jen Bieker on February 27, 2015

If you use Dynamics CRM 2013 or 2015 and haven’t taken advantage of the industry templates, I suggest you do, as they are available to download, free of charge, from Microsoft Pinpoint (the Microsoft Dynamics app store). What are Templates? Dynamics CRM often requires customization and coding to make it…

Read More

Microsoft Dynamics Tech Conference: CRM News

Posted by Donna Krizik on February 27, 2015

At the beginning of February, Microsoft held their annual Dynamics Technical Conference. The main goal of the conference is to keep tech professionals at the forefront of product releases and keep them moving forward in the industry. From what some attendees in the blogosphere and social world were tweeting and…

Read More

Partner Showcase: Experlogix

Posted by Donna Krizik on February 26, 2015

Configure. Price. Quote. Sell it Fast! Have you ever thought about simplifying your complex sales process in Microsoft Dynamics CRM?  These complexities are common, as the more products you have and the more customizations you provide for your customers, the harder it can be to run quotes out of…

Read More

Qualifying Leads in Dynamics CRM 2013 vs. 2011

Posted by Jen Bieker on February 26, 2015

Qualifying a lead is one of the areas that has changed quite a bit in the new version of Dynamics CRM 2013 and tends to have people confused.  I’ve been giving this explanation quite a bit lately, so I wanted to share it.  The Basics of Leads …

Read More

Reason #42 to Use Dynamics GP - Get a Better Handle on Your Cash Flow

Posted by Jen Bieker on February 25, 2015

    Every day, I hear executives talking about cash flow at our office.  How about you?  Cash flow management is a critical process that can make or break your business.  If you’re not using Dynamics GP, you’re missing out on some great…

Read More

Dated ERP Software Costs You Money

Posted by Ben Kaplan on February 18, 2015

When Dated ERP Software Costs You Money, It’s time for a change Changing to a new system is a love/hate transaction Change can be painful. Our sentimentality for treasured objects runs deep and one’s attachment to a business software system is no different. It&rsquo…

Read More

A Better Way to Test and Learn – Using a Dynamics GP Test Company

Posted by Jen Bieker on February 16, 2015

This month, Crestwood held a great webinar on Dynamics GP System Administration.  One of the hot topics people were talking about was creating a test company in their system. Generally, I think of a test company as that sample Fabrikam data, but we learned how to create a test…

Read More

Dynamics GP Round 2 U.S. Payroll Tax Updated Now Available

Posted by Jen Bieker on February 4, 2015

Released on January 23, 2015, the Round 2 U.S. Payroll Tax Updates for Dynamics GP are now available to download through CustomerSource. Here is the list of changes for both Dynamics GP 2010 & 2013: Arkansas - code change required with table Colorado District of Columbia Indiana Missouri New Mexico North Carolina North Dakota …

Read More