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Software Functionality Revealed in Detail
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 microsoft crm course


Microsoft Dynamics CRM: Much More Than Meets the Eye - Part 3
Part 1 of this series discussed the current upbeat state of affairs of Microsoft Dynamics CRM, as one of the three best-performing products within the entire

microsoft crm course  state of affairs of  Microsoft Dynamics CRM , as one of the three best-performing products within the entire Microsoft Corporation of late. In a nutshell, during 2009, the product grew notably and surpassed one million licensed users. Microsoft’s  customer relationship management (CRM)  offering has become attractive to companies of all sizes, in part due to its multiple deployment options (with bidirectional migration options due to the same code base). Certainly, much more has to happen before

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

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Customer Relationship Management (CRM)

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Documents related to » microsoft crm course

Microsoft Dynamics and the 2007 Microsoft Office System: Integration Highlights


Business management solution users spend most of their time “heads down” in the business application, but they also need to use communication and desktop productivity tools. Thus, business solutions need familiar, easy-to-learn user interfaces. They need to be “process-centric” and role-based. And they need to provide a bridge between the worlds of structured business applications and unstructured desktop productivity software.

microsoft crm course  Dynamics. Visualize Sales Opportunities Microsoft CRM offers numerous ways to take advantage of integration with Microsoft Office to increase your ability to analyze information and make better informed decisions. By accessing Microsoft CRM information in Excel, you have the ability to visually understand sales information, discover trends and drill into exceptions. Figure 15: Understand and visualize your opportunity pipeline using Microsoft CRM with Excel, helping you discover important trends and find Read More

The (NA)Vision of Microsoft Dynamics NAV 2009 - Part 3


Part 1 and Part 2 of this blog series went through the five previous generations of the Microsoft Dynamics NAV (formerly Navision) product. In late 2008, at the European Microsoft Convergence user conference, attendees saw the sixth major release of the product, dubbed Microsoft Dynamics NAV 2009. The product’s subsequent launch in the US was in February 2009 (the replay can be seen here). But

microsoft crm course  and VisionPeople . The Microsoft FRx financial reporting and analysis software is fully integrated with Dynamics NAV in the US market, while the Dynamics Client for Office (DCO) product was released for the product within Dynamics NAV 2009. Another traditional flaw of NAV has been the lack of native workflow management capability. To be fair, approval functionality in sales and purchase orders was introduced with Dynamics NAV 5.0 (mentioned in Part 2), but there is no underlying Windows Workflow Read More

Microsoft .NET-managed Code Enablement: Examples and Challenges


Intuitive, Visibility, and Epicor offer .NET Framework-managed code products, but their "if it ain't broke, don't fix it" mindset might work against them unless they can prove higher value propositions, such as new, more quickly developed vertical functionality.

microsoft crm course  ERP, Epicor, VISIBILITY.net, and Microsoft Dynamics CRM are examples of the few products that are all but completely .NET-managed. There are also indications that future versions of the Microsoft Dynamics ERP product lines will increasingly be written in the managed .NET code. All this might indicate the ultimate aim, but the principal challenge of this approach is that it requires a time-consuming rewrite of functionality. The transformation, which entails converting or rewriting every single line of Read More

Microsoft Analyst Event Part One: What’s New for Fall 2012


The traditional Microsoft Dynamics Fall Analyst Event (FAE) 2012 started with a tour of the flagship Microsoft Store in an opulent mall in Bellevue, WA, where Windows 8 and Surface were all the rage. Windows 8 is about the following three features: Performing tasks with fewer clicks -- the “tiles” (formerly called the “Metro” look-and-feel) are updated in real time, whereas on, say,

microsoft crm course  Fall 2012 The traditional Microsoft Dynamics Fall Analyst Event (FAE) 2012 started with a tour of the flagship Microsoft Store in an opulent mall in Bellevue, WA, where Windows 8 and Surface were all the rage. Windows 8 is about the following three features: Performing tasks with fewer clicks -- the “tiles” (formerly called the “Metro” look-and-feel) are updated in real time, whereas on, say, the Apple iPad one must invoke one app at a time for updates. Multi-tasking – on the iPad you can Read More

Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

microsoft crm course  New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

microsoft crm course  ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II) Part I of this blog topic has revisited Agresso 's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships.  Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA , but the analysis of this potential Read More

Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

microsoft crm course  CRM Software is a Smart Investment in a down Economy Is it really possible to grow your company during an economic downturn—and still cut costs? Fortunately, the answer is yes—and there's no better way to do it than with the right customer relationship management (CRM) software. By its very nature, CRM is one of the only technologies that can both increase your company's revenues and reduce its costs . And that's a pretty good combination during tough economic times. Find out more about why CRM is Read More

CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


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microsoft crm course  Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction Linking CRM with Organizational Direction Research that has linked the statistical relationships between organizational behavior and CRM success has identified the importance of senior management leadership and direction prior to the deployment of CRM applications. In other words, it is important that an organization pursues a strategy that is complementary to CRM before the Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


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microsoft crm course  CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+ Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center questionnaire : Industry : Manufacturing Structure : Read More

CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

microsoft crm course  101 Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101 . What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation and ongoing programs with the appropriate organizational framework. CRM also includes sales force automation (SFA), Read More

YOur CRM Solution in Our 2011 CRM Buyer's Guide


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microsoft crm course  CRM Solution in Our 2011 CRM Buyer's Guide YOur CRM Solution in Our 2011 CRM Buyer's Guide Here's your chance to highlight your CRM solution to more than a million sales, marketing, and finance executives with the 2011 TEC Customer Relationship Management (CRM) Buyer's Guide*. Don't miss this unique opportunity to reach our large, targeted IT audience Promoted to more than a million TEC members and newsletter subscribers—and sent to thousands of qualified companies that have evaluated CRM software Read More

NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

microsoft crm course  CRM+ NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)


Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The

microsoft crm course  ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I) Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The protagonist of the story Read More

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microsoft crm course  Your Salespeople Will Love You know the promise: giant revenue increases; huge cost savings; and sales win rates through the roof. But you also know the reality: frustrated salespeople working around the system instead of with it. If you feel the promise of customer relationship management (CRM) has never been realized, you're not alone. But times have changed. Gone are the days of cumbersome, user-unfriendly interfaces that made salespeople feel like data entry clerks. Today, you can get a CRM system Read More