Posts Tagged Dynamics CRM Southern California Partner
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 [...]
Calculations Using Processes in CRM 2011
Posted by Shah Moin in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica on June 30, 2011
Recently a customer requested that we apply a calculation to opportunities within Dynamics CRM 2011 and since some of the terminology has changed from CRM 4.0 to CRM 2011 I thought it may be helpful to layout the process. “Processes” in CRM 2011, previously referred to as “workflows” in CRM 4.0, can be used to [...]
Microsoft CRM 2011 Add-on Spotlight: Inside View
Posted by Cory Fellers in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica, Uncategorized on June 2, 2011
The open architecture of the Microsoft Dynamics CRM platform is one of the many strengths which allow Microsoft partners to build add-on solutions that can bring even more value to sales and marketing organizations. Inside View, one of Microsoft’s 5-star rated CRM Marketplace partners, recently announced the CRM 2011 release of their sales intelligence solution. [...]
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 [...]
Cloud CRM for Less – Dynamics CRM Special Promotion
Posted by Sara Corbett in Dynamics CRM, Systematica on April 30, 2011
Get Paid $200 for each Microsoft Dynamics CRM Online User Subscription License. Offer Expires May 28th, 2011 Do you love getting a deal on a new purchase? Do you delight in finding $20 on the ground? Do you love saving money on things you need so you can spend it on things you really want? [...]
Creating Dashboards in Dynamics CRM 2011
Posted by Shah Moin in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica, Uncategorized on March 31, 2011
One of the most noticeable features in Microsoft Dynamics CRM 2011 is the newly updated dashboard functionality. Dashboards not only enable businesses to track their performance real-time but also serve as a critical element of successful business management. There are a number of reasons that make dashboards so powerful and attractive. For example, the users [...]
Queues in Microsoft Dynamics CRM 2011
Posted by Shah Moin in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica on March 31, 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 [...]
CRM Online 2011 & Scribe Online Replication Services – Dynamic Duo
Posted by Abi Shende in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica on January 26, 2011
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 [...]
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 [...]