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CRM user interface guide
This guide provides an at-a-glance look at Oracle, SAP, Microsoft and Salesforce.com’s user interfaces for their mobile client, Outlook integration and sales dashboards. Report
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Using the Microsoft CRM Mail Merge Wizard
The Microsoft CRM Mail Merge option is a new feature that is now available in both the Internet Explorer and Microsoft Outlook client. This chapter from Microsoft Dynamics CRM 4.0 Unleashed gives detailed instructions for using Mail Merge in Dynamics... Chapter Download
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Microsoft CRM fundamentals
In Microsoft Dynamics CRM, entities like Accounts, Contacts, Leads, Opportunities, and Cases have the same or very similar functionality. This chapter from Microsoft Dynamics CRM 4.0 Unleashed discusses each of these functions in detail and also incl... Chapter Download
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Microsoft Dynamics CRM 4.0: Special report
In this Microsoft CRM special report, we've compiled the latest news and information on Microsoft Dynamics CRM 4.0. Browse recent headlines, expert advice, podcasts and screencasts and read exclusive coverage from Microsoft Convergence 2008. Special Report
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CRM software demonstration screencasts
Get a sneak peek at 10 CRM software user interfaces with these software demos. We recorded real-life samples of user interfaces to show how these systems perform basic tasks. CRM Software Demos
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Siebel CRM software vs. Microsoft CRM software for the midmarket
Is Siebel's reputation as a CRM leader enough to win over SMBs? Or do SMBs want CRM software from a vendor that specifically caters to the small business and midmarket sector, like Microsoft? Two SearchCRM.com editors duked it out over this hot topic... Face-off
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Microsoft CRM guide
Microsoft Dynamics CRM is a recent addition to the CRM midmarket, but it's already making headlines. This guide will get you up-to-date on all aspects of Microsoft CRM. Guide
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Red Sox hit home run with custom Microsoft CRM app
The Boston Red Sox spent seven years searching for a CRM system to handle ticketing and fan engagement before selecting a custom version of Microsoft CRM. News | 09 Feb 2012
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Microsoft makes mobile move with next CRM release
Microsoft next release of Dynamics CRM includes a new mobile module, offering native support for most mobile devices. It also adds new social, compliance and reporting features. News | 06 Feb 2012
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Social, acquisitions, CEM topped CRM news in 2011
In 2011, CRM professionals were faced with acquisitive vendors, a social tidal wave, a push for mobile computing and the never-ending demands for better, faster customer management systems. News | 22 Dec 2011
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Microsoft CRM targets usability
At its annual Convergence conference, Microsoft continued to tout usability and flexibility in CRM as user adoption remains a key CRM hurdle. Article | 13 Mar 2007
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Best Buy gears up for Vista, Microsoft CRM
The retail giant's SMB sales team is hoping to cut down its sales cycle with the new integration between CRM and Office. Article | 06 Dec 2006
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Microsoft CRM offers relief after rough week
After a week of getting pummeled for product release delays, Microsoft is hoping Dynamics CRM can change the story. Article | 27 Mar 2006
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Interest in Microsoft CRM spikes, but on-demand will wait
While the new version of Microsoft's CRM 3.0 application has been welcomed by many, those interested in a multi-tenant model will have to wait for the next release. Article | 11 Jan 2006
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Was Microsoft CRM 3.0 worth the wait?
Initial reactions to Microsoft's latest CRM release are positive, but the company may have lost some of its early momentum, thanks to launch delays. Article | 13 Jul 2005
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Microsoft CRM update improves interface, workflow
The first upgrade to Microsoft's CRM offering for small and midsized companies includes enhanced data-evaluation capabilities, lead tracking support and .NET support. A user says the improved user interface and click synchronization are more than wel... Article | 09 Dec 2003
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How to customize and configure Microsoft CRM to meet business needs
Wondering how to customize and configure Microsoft CRM to meet your organizations’ business needs? Find out how to use Microsoft Dynamics CRM Help to easily make these changes. Answer
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How to solve Microsoft CRM 4.0 performance problems
If you’re having Microsoft CRM 4.0 performance problems, experts recommend following these specific guidelines. Answer
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Three options for creating Microsoft CRM surveys
Microsoft Dynamics CRM 4.0 does not provide survey questionnaire functionality out of the box, but here are three options for creating Microsoft CRM surveys. Ask the Expert
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Microsoft CRM performance issues and possible solutions
Get help debugging Microsoft CRM performance issues and get tips for dealing with slow screen load times in Dynamics CRM 4.0 in this expert Q&A. Ask the Expert
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Working with multiple Microsoft CRM instances and security roles
Get tips for working with two Microsoft CRM instances on the same domain and learn about Microsoft CRM security roles in CRM 3.0 in this expert tip. Ask the Expert
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Quote generation software that integrates with Microsoft CRM
: Learn about two quote generation software vendors that provide complex quote generation and product configuration functionality and work well with Microsoft CRM. Ask the Expert
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Microsoft CRM Online: How will it compete?
CRM software expert Denis Pombriant discusses Microsoft CRM Online and what this release really means for the on-demand CRM software market. Ask the Expert
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Should we upgrade to Microsoft CRM 4.0?
Is Microsoft CRM 4.0 worth upgrading? Find out in this expert response from Richard Smith. Ask the Expert
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Multi-language deployments of Microsoft CRM
Microsoft CRM expert Richard Smith discusses Microsoft CRM's multi-language capabilities in this expert response. Ask the Expert
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Estimating Microsoft CRM customization or configuration costs
Expert Richard Smith gives tips for estimating the cost of a Microsoft CRM customization. Ask the Expert
- See More: Expert Advice on Microsoft CRM
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User interfaces: CRM-Outlook integration
Face it, sales reps spend more time in Outlook than any other application. That’s what makes CRM-Outlook integration so important. Compare the major CRM vendors’ email integration here. Photo Story
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User interfaces: Mobile CRM applications
Ensuring a successful CRM implementation requires a user-friendly, navigable user interface (UI). Compare the major vendor’s mobile UIs here. Photo Story
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CRM user interfaces: Sales dashboard examples
Sales dashboards provide at-a-glance insight into key metrics, be it the sales pipeline, progress to goal or account activities. These screenshots of sales dashboard user interfaces from several CRM vendors. Photo Story
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Red Sox hit home run with custom Microsoft CRM app
The Boston Red Sox spent seven years searching for a CRM system to handle ticketing and fan engagement before selecting a custom version of Microsoft CRM. News
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Microsoft makes mobile move with next CRM release
Microsoft next release of Dynamics CRM includes a new mobile module, offering native support for most mobile devices. It also adds new social, compliance and reporting features. News
-
CRM user interface guide
This guide provides an at-a-glance look at Oracle, SAP, Microsoft and Salesforce.com’s user interfaces for their mobile client, Outlook integration and sales dashboards. Report
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User interfaces: CRM-Outlook integration
Face it, sales reps spend more time in Outlook than any other application. That’s what makes CRM-Outlook integration so important. Compare the major CRM vendors’ email integration here. Photo Story
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User interfaces: Mobile CRM applications
Ensuring a successful CRM implementation requires a user-friendly, navigable user interface (UI). Compare the major vendor’s mobile UIs here. Photo Story
-
CRM user interfaces: Sales dashboard examples
Sales dashboards provide at-a-glance insight into key metrics, be it the sales pipeline, progress to goal or account activities. These screenshots of sales dashboard user interfaces from several CRM vendors. Photo Story
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Social, acquisitions, CEM topped CRM news in 2011
In 2011, CRM professionals were faced with acquisitive vendors, a social tidal wave, a push for mobile computing and the never-ending demands for better, faster customer management systems. News
-
How to customize and configure Microsoft CRM to meet business needs
Wondering how to customize and configure Microsoft CRM to meet your organizations’ business needs? Find out how to use Microsoft Dynamics CRM Help to easily make these changes. Answer
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How to solve Microsoft CRM 4.0 performance problems
If you’re having Microsoft CRM 4.0 performance problems, experts recommend following these specific guidelines. Answer
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Three options for creating Microsoft CRM surveys
Microsoft Dynamics CRM 4.0 does not provide survey questionnaire functionality out of the box, but here are three options for creating Microsoft CRM surveys. Ask the Expert
- See More: All on Microsoft CRM
About Microsoft CRM
Learn about Microsoft CRM, also known as Microsoft Dynamics CRM, and what functionality it offers for sales, customer service and marketing. Read how to determine if Microsoft CRM fits into the overall CRM strategy. Develop an understanding of Microsoft CRM software and CRM online -- and find out how to properly align systems with MS CRM. Review expert analysis of where Microsoft CRM fits into the CRM landscape and what the pros and cons of the software are.