Microsoft Dynamics CRM

Microsoft OneNote & Dynamics CRM – A Winning Combination

Posted by Jen Bieker on June 29, 2016

You're unique. And you need a slick set of business tools that works the way you do. OneNote is my new favorite, and here's why it will be yours too. Tired of typing and feel like using a pen today? Need to grab a few images or clip…

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Best Practices: Managing Forms in Microsoft Dynamics CRM

Posted by Lauren Christoff on June 27, 2016

Following best practices when designing and customizing forms in Dynamics CRM will help you to get optimal speed and performance out of your system. Here’s a recap of some of the rules we try to follow when designing Dynamics CRM forms for clients. Form load time will increase…

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Expand Your Knowledge with the Microsoft Dynamics CRM Help & Training Center

Posted by Jen Bieker on June 24, 2016

The thing I like best about my job is keeping up on current technology.  I’m always looking to learn something new, whether it is a time-saving tip or a new way to use the products we offer. One of my go-to resources is the…

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Get Started with Voice of the Customer surveys in Microsoft Dynamics CRM 2016

Posted by admin on June 1, 2016

My boss recently returned from a conference all hyped up on Net Promoter Scores (NPS).  If you’ve never used them, they are basically just a way to rank how likely your current clients are to recommend you.  The value of NPS has been contested, but it…

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The #1 Reason to Get Excited About Microsoft Dynamics CRM 2016 Spring Wave Update

Posted by Jen Bieker on May 31, 2016

Two words:  Field Service.  Want to dramatically reduce costs and resolve issues quickly? Well buckle up for a peek at the best field service tools, now built seamlessly into Dynamics CRM 2016.  It’s called Connected Field Service. It rolls in all of the features you want,…

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What End-of-Service for SQL Server 2005 Means for Your Business

Posted by Jen Bieker on May 24, 2016

If you’re running Dynamics GP, Dynamics SL, or Dynamics CRM on SQL Server 2005, it’s time to upgrade.  Microsoft support ended in April 2016.  Many of our clients are using this opportunity to move software to the cloud, saving money by reducing IT staff and support…

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The Secret to Prospecting with Dynamics CRM Online

Posted by Jen Bieker on April 26, 2016

How to use Insights to find, append and validate your prospects for free Every day I get requests to dig up more information about prospects.  Part of me thinks it takes more time to write up the requests and email them than it would be to just do it.…

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Microsoft Dynamics CRM 2015 Online – Free Editable Grids

Posted by Jen Bieker on April 19, 2016

Here’s another reason to move to the online version of Dynamics CRM.  You can stop paying for those editable grids.  With the “immersive” integration of Microsoft Excel, you have editable grids at your fingertips for free! You might be using one of the many…

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Microsoft Dynamics CRM: Outlook Add-in Problem?

Posted by Jen Bieker on March 18, 2016

The other day, my Dynamics CRM Outlook plug-in stopped working.  What happened?  I’m not sure, but I couldn’t track any activities into my Dynamics CRM system.  The Dynamics CRM part of my Outlook toolbar wasn’t there.  I know our internal…

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New & Easy Navigation in Dynamics CRM 2016 Spring Wave Update

Posted by Jen Bieker on March 14, 2016

Thanks for listening to us Microsoft!  If you’re currently using Dynamics CRM, you have probably experienced the headaches with the current navigation. Scrolling over to the right multiple times Losing your spot and the ribbon disappears Doing it again, and again We are most excited for this…

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