The new version of Microsoft Dynamics CRM has been available for a while now and I have had a chance to work with it with a couple of upgrading clients using the Microsoft Online version. The thing I like most is how smoothly the upgrade went for them.
Microsoft has supplied a sales-focused iPad/ Windows Tablet mobile solution for CRM 2013. This application is free and can be used with any Dynamics CRM Online or on-Premise (with ADFS) implementation.
If you have recently considered the question, “should I put my CRM in the cloud”, then this blog is for you. I’ll take you through the reasons for and against hosted CRM in the cloud, and the different choices and considerations available to you. You should find this helps you choose where to locate your business’s CRM system.
To justify your marketing budget you need to establish forecasts based on past performance, measure the actual outcomes and match them back against the forecast. Then when you present your budget, you can provide facts based on previous forecasts and actual results. This will give you credibility in your marketing investment requests.
Not everyone loves new technology. In fact, introducing something new to your business that involves changing work practice or learning a new way of doing something can be one of the hardest things a manager has to tackle.
As a sales manager, you need you to ensure that your sales forecasts are as accurate as possible so the rest of the business is ready to deliver on what you have sold and to assist you in achieving more sales.
My salespeople and account managers are out in the field working with clients and prospects so they don’t want to be lugging around a laptop, their tablet and their phone, especially when there travelling. However the rest of the business needs them to share information.
With the standard SharePoint integration, in Dynamics CRM saving attachments from Outlook into SharePoint, or attaching documents from SharePoint to an outbound message, can take many clicks and potentially some searching for the right document location.
Help! The Enable user and Disable user buttons have gone from the ribbon. How do you deactivate a current user in Dynamics CRM 2011? Don’t worry help is at hand.
This is definitely a case of “There is integration and then there is integration”. If like us, you’re looking to do more than the out-of-the-box integration between SharePoint 2013 and Dynamics CRM 2011 (which, let’s face, is fairly basic) then read on.