Posts Tagged crm
Leverage the Microsoft Technology Stack – Gartner Analysis of Dynamics CRM
Posted by Cory Fellers in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica on July 6, 2011
Gartner, one of the world’s leading information technology research and advisory companies, recently completed an independent Analysis of Microsoft’s Dynamics CRM offerings and the report’s number one recommendation is at the heart of Microsoft’s CRM strategy: “Any size company that has a Microsoft technology stack should consider Microsoft Dynamics CRM for automating sales force automation [...]
Importing Data to Microsoft Dynamics CRM 2011
Posted by Shah Moin in Dynamics CRM, Microsoft, Systematica on May 9, 2011
Microsoft Dynamics CRM 2011 has a built-in feature that can import data into the system. This feature now takes on some of the functionality of the Data Migration Manager and is accessible through the new ribbon bar across the top of the screen. Notice, you are prompted to start a new import or download a [...]
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:
Recurring Service Activities in Dynamics CRM
Posted by Cory Fellers in Dynamics CRM on July 17, 2009
We recently ran into a customer requirement for the ability to schedule weekly recurring service activities in Dynamics CRM 4.0. We realized that this new functionality could be quite useful for companies that schedule regularly recurring activities with their customers. A range of businesses from physical therapy to facility maintenance might be able to take [...]