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Setting Up Goals - CRM Tip & Trick
One of the best ways to take the daily pulse of the sales pipeline in Microsoft Dynamics CRM is through Goals. By placing active Goals in a dashboard, users see how sales reps are doing, how divisions...
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Microsoft Dynamics CRM 2013: What? I don’t need a developer for that?
Often when customers are requesting customizations and changes to Microsoft Dynamics CRM, the types of scripts in customer requirements or specifically requested by a client are not those that require...
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Six Important Steps Prior Launching a Cloud Environment
Congratulations! Your organization is taking the leap and moving Microsoft Dynamics ERP and Microsoft Dynamics CRM to the cloud. Enjoy the cost savings, scalability and flexible access options the...
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Traction: Get a Grip on Your Business - Book Review
Traction : Get a Grip on Your Business Author: Gino Wickman ISBN-13: 9781936661831 Over the last few years, I have received no fewer than a dozen recommendations to read Traction: Get a Grip on your...
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Financial Advantages of Going Paperless
The advantages of embracing electronic workflow are many. First and foremost, electronic workflow brings any organization squarely into the 21st century. Think of it this way - if it seems an...
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Marketing Automation Why It’s Important and How It Can Align Sales and...
Marketing and sales alignment is something every company strives to achieve. The effective collaboration between these two groups is critical for business growth, but sometimes relations between the...
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Yammer Time
Microsoft Dynamics CRM’s customer-centric philosophy allows users to see all the activities happening for an account. Whether it is a new Opportunity, a new Case, or a new Campaign, there is total...
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Filters and Activity Reports in Microsoft Dynamics CRM
Microsoft Dynamics CRM is built to be user friendly making operations streamlined and efficient while being complex enough to handle user needs. Once users dive in and utilize the software, they find...
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Lucky 13: SharePoint 2013, Microsoft Office 2013, and Microsoft Dynamics CRM...
The case can always be made to select and prioritize phases for change that make sense for an organization. Today, many organizations find themselves on different versions of interoperable products...
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Professional Services Tools Library
All too often users find themselves wishing: Wishing they could reverse a previous setup decision or make a simple change to an employee name in payroll when they married or divorced; wishing they...
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Six Important Steps Prior Launching a Cloud Environment
Congratulations! Your organization is taking the leap and moving Microsoft Dynamics ERP and Microsoft Dynamics CRM to the cloud. Enjoy the cost savings, scalability and flexible access options the...
View ArticleClik here to view.
Traction: Get a Grip on Your Business - Book Review
Traction : Get a Grip on Your Business Author: Gino Wickman ISBN-13: 9781936661831 Over the last few years, I have received no fewer than a dozen recommendations to read Traction: Get a Grip on your...
View ArticleClik here to view.
Financial Advantages of Going Paperless
The advantages of embracing electronic workflow are many. First and foremost, electronic workflow brings any organization squarely into the 21st century. Think of it this way - if it seems an...
View ArticleClik here to view.
Better Form, Function, and Features with GP Service Pack 2
The Microsoft Dynamics GP 2013 Service Pack 2 not only includes resolutions for numerous items but it also includes new features within Analytical Accounting, Document Attach, Human Resources and...
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Making Every Dollar Count - Vandalia-Butler City Schools partners with The TM...
Vandalia-Butler City Schools partners with The TM Group to improve efficiencies and deliver immediate savings Like most public school districts in Ohio, Vandalia-Butler City Schools (VBCS) was trying...
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Business Analyzer Builds Executive Dashboards
Accounting and finance organizations across the globe are having a common conversation that sounds a little something like this: CFO: “I saw this great presentation the other day and now I’m convinced...
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Attention! SQL Backup Failed
When attempting to take a backup of a GP database in SQL Server Management Studio, you receive the error: Backup failed for Server ‘SERVERNAME’ Additional Information: An exception occurred while...
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Reach Your 2014 Business Goals Faster with Microsoft Dynamics CRM 2013!
Microsoft Dynamics CRM 2013 has a new layout that enables users to access all the areas of the application in a way that’s fast, fluid, and relevant to whatever you’re working on. The new interface...
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Getting the most from your CRM Investment
Implementing a Customer Relationship Management (CRM) system such as Microsoft Dynamics CRM can provide your business a lot of value. It can help to drive greater customer satisfaction, better...
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CRM Vertex Customer Portal for Microsoft Dynamics CRM
Are you looking for a Customer Portal for Microsoft Dynamics CRM 2013 (or 2011)? If so, check out the CRM Vertex Portal solution which is now available! Improve business potential, add value to your...
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