Microsoft XRM: The Holiday Gift That Keeps on Giving
The holidays are right around the corner, and that means it’s time to send out the annual holiday card to thank your clients for their business. Unfortunately, you can’t seem to find that Excel...
View ArticleWealth Management Firms Choose Microsoft Dynamics
Wealth Management Firms Choose Microsoft Dynamics CRM to Improve Productivity and Client Service Independent analysis from Mainstay Partners finds that with Microsoft Dynamics CRM, Wealth Management...
View ArticleAre You Attending Microsoft Dynamics Convergence 2010?
Are you attending Microsoft Dynamics Convergence 2010? If you aren't but you would like to go. Here are 4 great business reasons your boss should send you! 1. Learn how to get the most out of our...
View ArticleSpring Clean CRM with Insights Powered by InsideView
There are many great ways to use Insights from within Dynamics CRM, but with it being April, I feel it's the time to do a little spring cleaning. If you have a system filled with leads and contacts...
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