Insights

Blog Article

Why Did a Financial Services Firm Replace Salesforce.com with Microsoft Dynamics CRM? Here are 7 Good Reasons

Research Affiliates partners with the world’s leading financial institutions—which offer ETFs, mutual funds, and separately mingled and comingled accounts—to deliver solutions in indexing and asset allocation strategies. This dynamic organization is a global leader because of its innovative approach and…

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Best Practices

3 Ways to Synchronize Your Email System with Microsoft Dynamics CRM: A Side-by-Side Comparison

Anyone tasked with synchronizing their email system and Microsoft Dynamics CRM probably has this lingering question: Which is the best way to accomplish this task, considering Microsoft Dynamics CRM allows you to do it three different ways? Every organization is…

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Newsletters

August 2016 Newsletter

With mobile devices in nearly everyone’s hands these days, mobile apps are becoming the standard for entertainment, education, communication, and convenience. However, businesses have been slower to adopt the use of apps, despite the fact that a good mobile business…

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Webcast Recordings

Webcast: Dynamics CRM 2016 Deep Dive – Delivering Top-notch Customer Experiences with Field Service, Scheduling, Work Orders and Resource Allocation

Microsoft Dynamics CRM Field Service Management (FSM) enables companies to deliver top-notch customer experiences while maximizing efficiency and minimizing costs. In this webinar we will cover the typical phases of the field service delivery lifecycle, including: Contact center Contract management…

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Technical Blog Posts

How to Configure Microsoft Dynamics CRM Mobile (MoCA) and Resco Mobile CRM

In our recent blog, 6 Ways Mobile CRM Apps Improve How We Do Business, we discussed the top business benefits of using mobile for CRM. In this blog, we get a little more technical and focus on how to configure…

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Best Practices, Blog Article

6 Ways Mobile CRM Apps Improve How We Do Business

Nowadays, almost every single person has some sort of mobile device within reach. It’s nearly impossible to walk down any busy city street without seeing droves of people looking down, glued to their smartphone screens. On the positive side, mobile…

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