Archive for category Dynamics CRM
Goal Management in Dynamics CRM 2011
Posted by Shah Moin in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica on January 26, 2011
In my previous blog I discussed the Microsoft Dynamics CRM 2011 features in brief. Here, I will go in detail about Goal Management entities in CRM 2011 to ensure you are meeting your core business objectives. With enhanced data visualization and dashboards tailored to different roles, Microsoft Dynamics CRM gives your team a real-time view [...]
Streamline Customer Service with Dynamics CRM 2011 Guided Processes
Posted by Cory Fellers in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica on January 25, 2011
Many companies implementing a CRM solution focus their efforts on the sales and marketing aspect of their business. However, customer satisfaction and retention can be just as important to the success of your CRM solution and your business in general. As written in the Harvard Business Review, management consultants Frederick Reichheld and Earl Sasser estimate [...]
Create free form reports using cube functions in Excel
Posted by Abi Shende in Dynamics CRM, Dynamics GP, Systematica on December 29, 2010
Microsoft Analysis Services provides an OLAP (Online Analytical Processing) engine that provides fast access to aggregated business data such as sales, budgets, inventory and costs. Analysis Services publishes data in form of a cube which enables you to filter and group data by predefined categories or dimensions. A cube is often used with Excel PivotTable [...]
Microsoft Dynamics CRM 2011: What’s in it for your business?
Posted by Shah Moin in Dynamics CRM, Systematica on December 23, 2010
Microsoft has created quite a buzz in the market with its Dynamics CRM 2011 version with many new value-added features. The new version supports both on-premise and cloud-based deployments. If you are a business that utilizes Microsoft Office applications or other third party applications, choosing Dynamics CRM 2011 makes a lot of sense. Here’s why: [...]
Microsoft Dynamics CRM Online Rebate Starts at $3,000!
Posted by Sara Corbett in Dynamics CRM, Systematica on December 9, 2010
As you may have heard, on Monday, December 6th, Microsoft announced a “Cloud CRM for Less” offer. Given that Microsoft’s release of the Open Letter from Michael Park which announced Cloud CRM for Less coincided with the start of Dreamforce, the annual Salesforce.com customer conference… And given that their new campaign “Don’t Get Forced. Get [...]
Create reusable Dynamic PivotTable Reports for Dynamics CRM
Posted by Abi Shende in Dynamics CRM, Systematica on October 15, 2010
As you are probably aware, you can export any list in Dynamics CRM 4.0 as a dynamic Excel PivotTable. You have an option to select the columns you want to include in the PivotTable. Once you have exported the list as a dynamic PivotTable, you can then slice and dice the data for further analysis [...]
Easy Configurations to Simplify Query Searches in GP and CRM
Posted by Sara Corbett in Dynamics CRM, Dynamics GP, Systematica on October 9, 2010
As you may know, I really like SmartList Builder in Microsoft Dynamics GP as well as Advanced Find in Microsoft Dynamics CRM. I’m a big fan of creating queries. It’s probably directly connected to my deep sense of curiosity and love for asking questions. And if you value integrated business intelligence, creative license to easily [...]
Tools and Tips to Compare CRM Solutions
Posted by Sara Corbett in Dynamics CRM, Systematica on October 4, 2010
Today I received a call from someone who wanted to learn more about Microsoft Dynamics CRM and wanted helpful information that directly compares Microsoft Dynamics CRM with SugarCRM. There are useful sites like CompareCRM.com, but I understand how finding that specific information can be challenging, especially for those two types of software in particular and for a company’s unique situation. So here are some additional resources. However, in addition to reading what analysts say are the best CRM solutions and finding software comparisons, it’s key to select a CRM solution based on the unique needs and goals of the organization.
Top 10 Products Dashboard for CRM Accounts
Posted by Abi Shende in Dynamics CRM, Microsoft on June 27, 2010
Dynamics CRM users like “At a glance” views of their customers including the products they have purchased in the past. In this article I will walk you through the steps to create a Top 10 Products dashboard and integrate it with the Account form via IFrame, in order to create a view such as this:
Scribe Insight 7.0 supports multiple targets
Posted by Abi Shende in Dynamics CRM, Dynamics GP on June 13, 2010
Scribe Software recently announced the availability of Scribe Insight 7.0. One of the most important features of this release is the ability to connect to more than one target in the same DTS. The blog post on Scribe’s web site describes various scenarios where this feature can be valuable. These include: If the source record [...]