Category Archives : Microsoft Dynamics CRM

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Transforming Business by Integrating Front and Back Office Systems

Becoming a customer-centric company, by integrating your front and back office systems, will not happen overnight. Chambers Gasket & Manufacturing Co. is a prime example. They have gone through numerous changes to improve on their reputation for “quality, accuracy, and service.” Now, they meet the demands of their global customer…

Integrating your sales process with your CRM

Integrating your sales process with your CRM If you do a Google search of the term “Sales System”, more than 2.2 billion results come up. That is to say, there are a lot of sales processes and systems out there. As a company, we have gone through the training with…

Practice What You Preach: Why We Use the CRM and ERP Systems we Sell

Datix uses the products that we recommend to our clients. Why? We must completely understand how our products and services solve day-to-day pains in order to fully appreciate the value they generate. For example, we are a Microsoft CRM partner, so our sales team uses Microsoft Dynamics CRM for its…

Why Should I Integrate ERP and CRM?

Collaboration_ConnectionsSystems integration, in our world, is simply the merging of data between Epicor ERP and your CRM. If this seems fairly straightforward, that is because it is. Systems integration is meant to simplify your data and make your business operate with greater efficiency. What’s more, integrating your ERP and CRM is simple and straightforward. Here’s 5 reasons why ERP and CRM integration makes sense, and how you can get started.

What is the Best CRM?

What is the Best CRM? Looking for a CRM? Two of the most popular choices are Salesforce.com and Microsoft Dynamics CRM. Datix Inc. is a partner and reseller of both systems. Both tools are different, and are right for different types of organizations. So are they great systems? Yes. So…

Comparison of the CRM 2011 and CRM 2013 Filter Functionality

One of the differences between the CRM 2011 and CRM 2013 systems is how you can filter views. In 2013, new functionality was brought in that allows you to pre-filter from the columns currently existing in default view. This works really well when you don’t have a complex query from…

Microsoft Dynamics CRM Helps you Achieve ROI

  Microsoft Dynamics CRM Helps you Achieve ROI Microsoft Dynamics CRM can deliver an average ROI of 243%.  This was discovered in Forrester Research conducted by Michelle Bishop entitled:  “The Total Economic Impact of Microsoft Dynamics CRM 2011.” With the new CRM features, which rolled out this year, Dynamics promises…

Improve Sales with Social CRM

Improve Sales with Social CRM Social CRM (the practice of connecting social network and mobile applications to your Customer Relationship Management software) is an increasingly hot topic amongst businesses that want to effectively connect with their customers.  Salesforce.com notes in their aptly named e-Book How Social CRM Connects you to…

Mapping Opportunity Products to Quote Products in MSCRM 2011/ 2013

DynCRM_OrionStripes The creator of CRM 2011-2013 Entity Maps 2.0.0.0 made a simple utility to display the common mappings between entities in one interface. This is meant to expose mappings that are hidden from the user. Meaning they are not available in the normal interface.  In our case, we were not able to easily create mappings between opportunity products and quote products. Instead, a third party solution exposes those mappings allowing for easy mapping of fields between screens that would otherwise be unavailable.

Microsoft Dynamics CRM 2013 Licensing Options

  Microsoft Dynamics CRM 2013 Licensing Options This has been an exciting year for Microsoft with the release of numerous Dynamics CRM updates including social listening, marketing automation and a unified service desk. Companies like Columbus, Edgewater FullScope, Vitamix, Hitachi Solutions, Sunrise Technologies all turn to Microsoft Dynamics when they want…

Social Listening, Mobility and the Unified Service Desk

Jessica Becher, a Datix consultant, attended Microsoft Convergence this year to get the inside scoop on the latest releases from Microsoft Dynamics. Microsoft rolled out these changes in the spring 2014 “Leo Update.” Becher presented her findings on social listening, mobility and the new unified service desk at a weekly Datix Lunch and Learn.

Digital Marketers Plan on Investing in CRM & Technology in 2014

The results are in from the Marketing Budgets Report 2014. Seventy percent of businesses are planning on increasing their investment in digital marketing technology. The report from Econsultancy and Responsys shows also that 2% of businesses will decrease budgets while 28% will keep the same level. Since the inception of the…

Microsoft Caters to a Modern Marketing Executive with CRM Updates

Does your CRM (customer relationship management) software allow you to effectively reach your customers?  Better than your competition?  New Microsoft updates are expected to help you do just that. Element three, an inbound marketing agency, points out the shift in consumer attitudes reflect how marketers reach customers.

Deliver Better Customer Experiences with Microsoft SharePoint Integration

Microsoft SharePoint Integration We were blown away again by what we saw and learned at Microsoft Dynamics Convergence 2014. Thursday’s sessions focused heavily on working better together to deliver better customer experiences. One way to make that happen – Microsoft announced server-side integration for SharePoint with CRM2013. This update is coming…

Get a Glimpse of Microsoft Dynamics Convergence 2014

Convergence 2014 (March 4-7) is underway! Held this year in beautiful Atlanta, Georgia, leaders gather to network and learn about the new features from Microsoft Dynamics.  As a Microsoft partner and Dynamics CRM reseller, we have been excited to hear about the CRM updates.  Yesterday and today’s sessions were informative…