As a part of our Project to adopt and use Dynamics CRM 2015 out-of-the-box, we installed and configured the Microsoft Dynamics CRM for Outlook add-in on our client machines. This gave us a way to use Dynamics CRM functionality within Outlook. It is a powerful tool which tracks and synchronizes Contacts, Tasks and Appointments with Dynamics CRM 2015.
If you are like us, you probably have a lot of old Outlook Contacts that you haven’t kept up with through the years. These can be business cards picked up along the way or people you worked with once and not since. In my case, th…... Continue reading
Our objective was to see if we could manage our sales effort and use Microsoft Dynamics CRM 2015 as a stand alone, out-of-the-box marketing solution. Our goal was to use built in email and phone campaign functionality. We wanted to see if we could use Dynamics CRM without third party add-ins or services like Constant Contact, or Mail Chimp. Another important criteria is that we wanted to avoid solutions that required customization, .Net Programming or database modification code. There is no technical revelation to what we did, just simple data manipulation using Dynamics CRM feature…... Continue reading
Microsoft Dynamics CRM presents great opportunities for the management of sales, service and marketing functions. The platform is highly configurable and robust in its feature set. The platform is easy to work with and is quite usable out of the box for critical functions. However, we found some “holes” in our use of the platform that required workarounds. I will discuss each of the issues in more detail and our resolutions to those issues in upcoming posts. Perhaps our approach to working with Dynamics CRM might provide insights for others. For now, an introduction:
1) Work wit…... Continue reading