When doing a mail merge in Act!, you can save your merge as a history for future reference. In earlier versions of Act!, you could save your document and Act! would automatically generate a history.
Microsoft has recently released its latest version of CRM, Microsoft Dynamics CRM 2015. This announcement celebrates the sixth version of the product since 2003 and demonstrates Microsoft's commitment to continually provide innovative, state-of-the-art technologies to customers.
While working in Microsoft Dynamics CRM, do you find yourself repeatedly creating new phone calls or other types of records? In version 2013 or 2015, you can easily create quick shortcuts for your commonly used MS CRM pages.
One key differentiator among Microsoft Dynamics CRM and its closest competitors is deployment flexibility. With Microsoft Dynamics CRM, businesses can choose from three powerful deployment options: partner-hosted, on premise, and Microsoft Dynamics CRM online.
Creating mailing labels in Act! is a fairly simple process, if you know where to go. Just follow the simple steps below and you will be making labels in no time!Navigate to Reports > New Template
The template creation dialogue box will appear.
The latest release of TopLine Maps for Microsoft Dynamics CRM includes some exciting new features.
· Select and map or route multiple contacts
· Print your map now with optimized text driving directions
- Use the print button next to the search bar to get accurate directions
· Add locations from the search bar and they are automatically added to the route
· Easily import TopLine Maps to CRM
· Free and easy-to-follow installation instructions and tutorial.
To get the most out of your CRM, you need to use it for looking back as well as for looking forward. The obvious value in CRM is to track your potential sales funnel – leads, opportunities, deal stages, orders and sales.
Did you know TopLine Results can assist with integrating your Constant Contact email marketing account with Microsoft Dynamics CRM? Combining these powerful tools helps you not only stay in contact with your clients, but also allows you to track your overall campaign success.
Charts in Microsoft Dynamics CRM are an easy-to-create analytical tool. The charts are very powerful; however, the more complex functionality is hidden and difficult to access. For example, you can create a chart that looks like the one shown below, but what if you want to see the exact amount of time spent for each bar?
In the user interface, there is no option to simply turn on the label values.
In my experience, when a new CRM is implemented, some sales professionals shy away from including their customer contacts in the new system. They are quite protective of sharing that information widely. Most sales professionals have developed trusted relationships with their customers, and do not want someone else “messing them up.