Most of the clients I have helped with their Microsoft Dynamics CRM implementations believed that data import is easy. Clients simply don’t believe it is going to take a lot of time to do this task properly.
One of the reasons behind Professional Advantage’s ability to quickly develop robust customer relationship management (CRM) based applications such as UpBeat, is a specific development framework.
Your professional association’s event was clearly a success. There’s going to be a grind tomorrow, because the sponsors are expecting a breakdown of the attendees with analysis of how they fit the sponsors’ aims. You’ll be working in a spreadsheet. Yes, a grind.
As a Microsoft Dynamics CRM Gold Partner we have been asked the same question many, many times: “how can I import marketing list members from an Excel spreadsheet?” Our team of CRM developers have looked into this requirement and have built a tool.
Microsoft Dynamics GP2013, the new release of Dynamics GP, is due for release (general availability today). Just in time for Christmas! The online capabilities really take this product into a new realm. There are many new features to take in. Here are a few of my favourites.
Microsoft’s release of Dynamics AX 2012 is a significant and powerful application providing a massive range of functionality. By implementing this new release of software, Professional Advantage has been able to get up-close-and-personal with Dynamics AX2012.
For professional service companies, the success (or otherwise) of a project relies upon two things: optimising the revenue and cost recovery. As a result, project administration is a key business process for professional service companies.
With so many ways to communicate or be heard, membership-based organisations need to be constantly reviewing their use of technology and ensure it maximises their communication abilities.
When your business uses Microsoft CRM, is it better to enforce the standard that all customer information is stored in the CRM, or is it better to adopt a different tool for its convenience to do specific jobs. I’m specifically thinking of SharePoint.