Capturing Data at Opportunity Close

Looking to capture additional data at the time that an Opportunity is closed? In today’s blog, we’ll walk you through how it can be done.

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How to Win the Game of Thrones with CRM Part 2: Stop Losing Customers

How to Win the Game of Thrones with CRM Part 2: Stop Losing Customers

As the premiere of Game of Thrones approaches, we can’t help but wonder what would happen if CRM (Customer Relationship Management) software existed in Westeros. In this three-part blog series, we examine the ways Microsoft Dynamics CRM could help you change your fate in the dangerous quest for the Iron Throne. In last week’s installment, […]

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How to Win the Game of Thrones with CRM Part 3: Managing Rapid Growth

How to Win the Game of Thrones with CRM Part 3: Managing Rapid Growth

As the next season of Game of Thrones approaches, we can’t help but wonder what would happen if CRM (Customer Relationship Management) software existed in Westeros. In this three-part blog series, we examine the ways Microsoft Dynamics CRM could help you change your fate in the dangerous quest for the Iron Throne. In last week’s […]

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A New (CRM) Hope: 12 Reasons You Need PowerPack Add-ons for Marketing Automation

A New (CRM) Hope: 12 Reasons You Need PowerPack Add-ons for Marketing Automation

A long time ago in a galaxy far, far away you dreamed of becoming a true master of marketing automation. While most organizations have the marketing part down—the automation part can get tricky. (Search your feelings, you know it to be true.) We can help you get your marketing in CRM automated with our powerful […]

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How to Win the Game of Thrones with CRM Part 1: Better Data = Better Decisions

How to Win the Game of Thrones with CRM Part 1: Better Data = Better Decisions

Game of Thrones is a series where characters' fates are influenced by what information they have, who they trust, what types of relationships they build, and how many alliances they can forge. We can’t help but wonder what would happen if CRM (Customer Relationship Management) software existed in Westeros. Perhaps things would be going differently […]

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Understanding the Duplicate Detection View

Understanding the Duplicate Detection View

Have you ever run a duplicate detection job and wished you could change the view columns to help when you're comparing potential duplicates? The good news is you can! But it's not as straightforward as changing other views in the system. The key is to understand how the duplicate detection view is put together. It's […]

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7 Reasons You Need CRM

7 Reasons You Need CRM

Every business can benefit from implementing a CRM system. But why should you invest in one? We’ve identified seven reasons why you need CRM for your business. Read on to learn how a CRM can help take your business to the next level! 1. A Customer Left for No Reason Breaking up is hard to […]

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How to Retrieve all the Access Team Members for all Accounts in Dynamics CRM

How to Retrieve all the Access Team Members for all Accounts in Dynamics CRM

A frequently asked question we get from users using Access Teams is: How do you join or link from the account record to the users on the account team in a query? The Access Team functionality is great, but it is not easily queried from the user interface - such as through Advanced Find. So, […]

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Collecting your Contact’s Middle Name in Dynamics CRM

Collecting your Contact’s Middle Name in Dynamics CRM

One of the new great features of MSCRM 2013 is a fly out field of specific data that you can enter in. You have probably noticed this with addresses and the contact name field. This fly out is not configurable from the form, but it can be changed using the name format option in System […]

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Converting Owner Teams to Access Teams in Dynamics CRM 2013

Converting Owner Teams to Access Teams in Dynamics CRM 2013

One of the great new features for those Administrating Dynamics CRM 2013 or 2015 is the ability to create Access Teams to share records on a more granular level. CRM 2013 makes it easy to convert existing owner teams to access teams. This is particularly useful if you are upgrading from CRM 2011 to 2013 […]

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Accessing the Business Process “Name” in Dynamics CRM

Accessing the Business Process “Name” in Dynamics CRM

In your Microsoft Dynamics CRM musings, you might have come across having multiple business processes that you follow on Opportunities. What do you do if you want to track how many opportunities are following each? Example: Standard Process flow vs. Streamlined Process flow The question is how many Opportunities are following the Standard Process and […]

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Dynamics CRM 2013 Data Import Templates

Dynamics CRM 2013 Data Import Templates

Importing data using the templates within CRM makes the import process very smooth and easy. You are able to see all of the required information that needs to be filled in prior to importing the data. You are able to import data to appropriate fields within CRM since the fields also get mapped automatically to […]

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