Microsoft Dynamics CRM


CRM Employee Profile - Shawn Stutzman

Posted by Jen Bieker on April 17, 2014

CRM Guru and Crestwood Employee – Shawn Stutzman Meet Shawn, he’s been with Crestwood Associates for almost 2 years now.  He has a lengthy background in Dynamics CRM and also specializes in integrating CRM with Dynamics GP & SL.  I got the chance to talk with Shawn …

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Improving Customer Experience in Dynamics CRM

Posted by Jen Bieker on March 25, 2014

There’s been a lot of buzz about Microsoft’s recent acquisition of Parature, a cloud-based customer service software vendor.  With this acquisition, Microsoft has released the Unified Service Desk (USD), a customer-care/support portal that will put it far above the competition.  It was showcased…

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Dynamics Marketing

Posted by Jen Bieker on March 25, 2014

Today's marketers need the ability to plan, execute, and measure campaigns easily, from start to finish. Microsoft’s Dynamics Marketing helps you engage your customers as you bring your marketing vision to life. MarketingPilot was acquired by Microsoft way back in October 2012 and at Convergence this month, Microsoft…

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CRM Business Rules – Portable Business Logic

Posted by Jen Bieker on March 3, 2014

One of my favorite new features in CRM 2013 are the Business Rules.  I’m not a developer, but I am a heavy user of CRM and there are many times that I would like to have some additional business logic built into CRM but don’t want…

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Social Insights for Dynamics CRM Powered by InsideView

Posted by Donna Krizik on March 3, 2014

Are you looking to find out more information about your prospective clients? Then InsideView can provide you a wealth of information and might just be the tool for you. Microsoft has collaborated with InsideView, bringing Social Insights to both the cloud-based and on premise versions of Microsoft Dynamics CRM 2013. Social…

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Q2 Roll Out of New Microsoft CRM Offerings

Posted by Donna Krizik on March 3, 2014

Throughout the second quarter of 2014, Microsoft is rolling out some new features:  Codenames - “Mira”, “Subra” and “Leo”.     Mira will be Microsoft Dynamics Marketing, based on marketing automation technology. This technology was acquired when Microsoft bought MarketingPilot in 2012. Microsoft rebuilt Marketing…

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Trim A Door Makes Quotes from the Field Easy & Error-free with Dynamics CRM & Experlogix

Posted by Donna Krizik on February 5, 2014

Last year, Crestwood client Trim A Door, a interior-door, trim, cabinetry and millwork manufacturing firm in Indiana, came to us determined to fix the many inconsistencies they were experiencing within their quotes. They found many quote-to-order mistakes were occurring and they were determined to find a solution. Crestwood made it…

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Dynamics CRM 2013 Freebies!

Posted by Donna Krizik on January 23, 2014

Did you know that Dynamics CRM Online 2013 offers free non-production instances and free storage? Well, now you do! All cloud-based CRM customers that include 25 or more USLs (User Subscription Licenses) receive a free subscription to non-production instances which are basically add-on instances that are separate from your production instances. For…

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Microsoft has released Dynamics CRM 2013 Update Rollup 1

Posted by Donna Krizik on December 18, 2013

This is a tested, cumulative set of updates for Microsoft Dynamics CRM 2013. It includes performance enhancements that are packaged together for easy deployment. Update Rollup 1 resolves the following issues:  Publishing a CRM report fails as the parent report already links to another report with same name. Invalid Argument when…

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Does CRM 2011 or 2013 work with Internet Explorer 11?

Posted by Donna Krizik on December 6, 2013

Sometimes when Microsoft Internet Explorer gets updated, some of the systems that connect with it, like Microsoft Dynamics CRM, suddenly don’t work. This is the case with Internet Explorer 11 (IE11) is no exception.  If you are running Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM 2013, IE11 is NOT…

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