Tag: Microsoft Dynamics CRM

What’s New in CRM 2015

Dynamics CRM 2015 is around the corner and there is a lot of excitement building up towards its launch. CRM 2013 completely changed things by introducing a whole new user interface and CRM 2015 is building on top of it by adding and improving existing features. CRM 2015 has introduced a lot of platform enhancements that make it a solid and great CRM experience. I have listed a few exciting features here but it’s a big list and we will explore through them as we approach the CRM 2015 launch.

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December 5, 2014

Using MSFT Dyn CRM to Automate RFP Responses

We have observed over the last few years that bidding on contracts with the Federal Government is becoming easier and harder; a contradiction yes, but true just the same.

It has become easier because of the standardization of the award vehicles and bid consolidators like INPUT.  The task of finding the right contracts to bid on and the less complex responses required make it easier; but now that it is easier, there are many for firms competing, which makes winning contracts harder.

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November 7, 2014

Custom CRM Reports with External Data

Perhaps you wish to provide your Sales Reps with the Customer Statement from Dynamics GP or a report which summarizes order history. We would be able to use pre-filtering to only pull orders in GP for the Account in question or if your Sales Rep is on the road, still allow them to print out a Customer Statement without having to us a VPN to access GP. Great! So, I’ll just upload the report I created into CRM and be able access my external data. Not so fast.

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October 2, 2014

Dynamics GP & CRM Integration Demystified: Part 2

Continuing from my previous post about Dynamics GP & CRM integration I will go over the tools and technical details on the integration. You don’t have to decide on the integration tool right from the beginning, again it will depend on your requirements and also keeping in mind your future needs. The marketplace is flooded with a lot of integration tools for GP and CRM so take your time in understanding your needs and then choose the integration application. 

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September 24, 2014