Looking for self-paced training for Microsoft Dynamics CRM? Check out the CRM Basics eBook for a quick run-down of essentials for new users. The Microsoft Dynamics CRM Basics guide contains the essentials you need to know to navigate the system, enter data, and move your customers through the sales cycle or resolve a service issue … Continue reading Get your free CRM Basics eBook
Month: December 2014
Want to trial Dynamics Marketing for free?
*** update June 2015 *** Please see this blog post for a Microsoft Dynamics Marketing Trial Guide *** end update *** With Microsoft Dynamics Marketing you can unleash your marketing potential. You can easily plan, execute, and measure campaigns from start to finish. Bring your marketing vision to life—engage customers across channels, build pipeline, and … Continue reading Want to trial Dynamics Marketing for free?
Understanding User Management in Dynamics Marketing
With Microsoft Dynamics Marketing you can unleash your marketing potential. You can easily plan, execute, and measure campaigns from start to finish. Bring your marketing vision to life—engage customers across channels, build pipeline, and demonstrate the impact of your marketing. Read more about Dynamics Marketing in this series of blog posts One question I get … Continue reading Understanding User Management in Dynamics Marketing
The New Seller Portal in Dynamics CRM and Dynamics Marketing
See and manage which messages are reaching your contacts in the new Seller Portal The Seller Portal in Dynamics Marketing gives you an overview of which marketing messages are reaching which specific contacts. This is important information for salespeople, making sure that they are well informed about which communications their customers have been receiving when … Continue reading The New Seller Portal in Dynamics CRM and Dynamics Marketing
New in CRM 2015 – Dual Use Rights
Dual Use Rights allow CRM Online User Subscription Licenses (USL's) to access on-premises CRM servers - eg. CRM Online Pro includes Pro CAL rights, etc. All server licenses are still required, as are all other Client Access Licenses (CAL’s) e.g. Windows CAL. Dual use rights are provided by the CRM 2015 Server license Use Dual Use Rights to: … Continue reading New in CRM 2015 – Dual Use Rights
If you are eligible for Microsoft Social Listening but don’t see it in your CRM
Microsoft Social Listening (MSL) is a powerful new service that your organization can use to monitor social media channels like Facebook and Twitter. Use Microsoft Social Listening to track products, brands, competitors, and campaigns globally and in real time to gain a true understanding of your customers and your business across the social web. Dynamics … Continue reading If you are eligible for Microsoft Social Listening but don’t see it in your CRM
Branching Business Process Flows in CRM 2015
Business Process Flows were first introduced in Dynamics CRM 2013 as a new feature. With the release of Dynamics CRM 2015, this feature has been enhanced further to allow more complex and rich Business Processes. Business process flows define a set of steps (2) divided in stages (1) for you to follow which leads you to a desired … Continue reading Branching Business Process Flows in CRM 2015
Who’s the Admin?
If you (as a CRM Online customer) ever wondered if your organisation did receive an email from Microsoft, it might be helpful to know who is the administrator of your organisation (and hence is on the receiving end of communications from Microsoft). Hopefully these links will be of help: Identifying Your Microsoft Dynamics CRM Online Administrator(s) … Continue reading Who’s the Admin?