The 4 Core CRM User Privileges

Good CRM security means the right people have the right access to your information. The better you understand these four core CRM user privileges, the better your CRM security!

What is CRM?

There’s a lot more to CRM than just customer relationship management. Join Mariam as she walks you through what CRM can do for you!

Microsoft Dynamics 365 for Sales (CRM) Development Roadmap

Are you curious about what enhancements and new features are coming to Dynamics 365? Check the roadmap!   If so, Microsoft has created a website just for you: https://roadmap.dynamics.com/.     Microsoft’s goal is to, “provide a snapshot of what we’re working on.” The...

The Offline Capabilities of Microsoft Dynamics 365

The Online Availability of Dynamics 365 Is Its Big Draw. But It Has Offline Capabilities Too. Microsoft Dynamics 365 users not in the office or at a client with a wireless Internet connection can tap benefits of the CRM system. The following are some examples off...

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Advanced Security Management for Microsoft Dynamics CRM

Attend Our Webinar on Dynamics CRM Advanced Security Management Ensuring system and data security is a requirement for companies of any size. The challenge is in establishing and validating security processes and then continuously checking to see that they are...

Business Process Workflows in Microsoft Dynamics CRM

Automate the Processes that Move Prospects through the Pipeline   At its core, CRM is intended to be a time and money saver. Tasks performed less efficiently by hand are digitized, and data moves instantaneously to the systematic functions it informs. Productivity...

Pump Up Microsoft Dynamics CRM with Add-on Solutions

Learn How to Get More Mileage from Microsoft Dynamics CRM   If you have adopted Microsoft Dynamics CRM Online, you may be engaged with out-of-the-box functionality. But did you know that you can customize the software with add-on solutions? We aren't talking modules...