Archive for category Southern California Microsoft Dynamics Partner

Queues in Microsoft Dynamics CRM 2011

Just what is a “queue” and why should I use them in my Microsoft Dynamics CRM solution? A queue should be thought of as a repository or a container for anything that requires some action such as closing a case, making a phone call or delegating a task to someone. In Dynamics CRM 2011, queues [...]

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Extending the Reach of CRM with Marketing Automation

Today’s information savvy prospects don’t have a lot of time or patience for lengthy sales calls. When you are fortunate enough to interact directly with a hot lead, you will need to provide immediate relevant, valuable information in order to keep the potential customer engaged in the conversation. Marketing automation can arm your sales team [...]

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CRM Online 2011 & Scribe Online Replication Services – Dynamic Duo

Microsoft recently announced the worldwide availability of Microsoft Dynamics CRM Online, the cloud version of the new Microsoft Dynamics CRM 2011 release that delivers new levels of productivity to sales, service and marketing organizations while reducing the overall cost of ownership and improving agility and reliability of your CRM applications. In addition, you can use [...]

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Goal Management in Dynamics CRM 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 [...]

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Streamline Customer Service with Dynamics CRM 2011 Guided Processes

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 [...]

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Save Money on your Dynamics GP Implementation

Did your place of business boom this year, significantly increasing the workforce and record breaking bonuses?  Is your house, for most people their biggest financial asset, worth more at the end of this year than it was in 2009?  Are you feeling good about the Christmas gifts that you just put on your charge card?  [...]

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What does it stand for? Your ERP Acronym Guide.

Are you confused by all of the acronyms used by Microsoft and VARs? Oops, I just did it; VAR – Value Added Reseller. I do my very best to eliminate the three-letter acronym’s when speaking with those evaluating ERP solutions however I know a couple may slip thru so to be safe below is a [...]

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Year-End Closing Tips and Tricks for Dynamics GP

Whether this is your first time closing the books or you need a quick review of the procedures and processes you only do once a year, take a minute to review Microsoft Dynamics GP tips and tricks to ensure your organization closes the year-end books with ease. First and foremost, use the Checklist available in Dynamics [...]

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