Home

Posts Tagged ‘crm 2011’

What’s New In Microsoft CRM 2011 November Service Release

Microsoft announced the release of their "November 2011 Service Update" for Microsoft Dynamics CRM Online and CRM 2011 on-premise/partner-hosted deployments.

Microsoft is stressing the release of "Wave 1" of its new work on social features of the new release, including activity feeds, a new mobile activity feeds client, microblogging, and conversations.

The service update also includes a new unified platform between Dynamics CRM Online and Office 365 which includes Exchange Online, SharePoint Online, and Lync Online, as well as access to Office web applications and, optionally, user licenses for Microsoft Office on the desktop.

To see a video that goes into the new enhancements, click

What's New with Microsoft Dynamics CRM November 2011 Service update

Struggling With Too Much To Do and Not Enough Time?

Aren’t we all? Attend this Microsoft-led webcast titled Productivity, Process & Time Management tips with Microsoft Dynamics ERP, Outlook and CRM at 10am PT on May 12^th to learn about common time management challenges people face, and to gain insight on using technology you may already have to address these time management challenges. Learn how applying process, sharing data, and making a few simple changes can free up time and help prioritize the tasks most important to you. This is a must attend session for anyone that feels overwhelmed with the volume of things being thrown at them. Whether in finance, operations, sales, marketing, or customer service, if you use a computer, this session can help you better organize your time. We can’t guarantee you won’t still be overwhelmed, but we do believe some of the tips and hints in this session will be well worth the 1 hour spent.

To learn more about Microsoft CRM contact us at info@rbdata.com or call at 858-541-1820.

Microsoft CRM

Microsoft Dynamics CRM 2011 | CRM 4.0 (MS CRM)
Powerful CRM, Easy To Use As Outlook…

Free Insider's Guide To Implementing Microsoft CRM 2011

Microsoft Dynamics CRM 2011 | CRM 4.0 – Works the way you do

Microsoft Dynamics CRM 2011 | CRM 4.0 (MS CRM) is quite simply the fastest and easiest way to add CRM capabilities to any organization that uses Microsoft Office or Outlook. Because it was designed to partner with Outlook, MSCRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and an incredibly rapid return on investment.

MS CRM can give your employees direct access to customer information through Microsoft Outlook, enabling access to the information they need when they need it, in the office or on the road. MSCRM lets you work the way you want to work with features such as:

•	Tight integration with Microsoft Office and Outlook, allowing employees to easily pull information from MSCRM into Office applications such as Microsoft Excel spreadsheet software and Word.
•	Quick and easy access to your data through context-sensitive information for populating forms or taking next steps without changing screens.
•	Customized workspaces that allow users to create, save, and reuse favorite views of customer data without the distraction of unneeded information.
•	Service Calendar that allows service schedulers and dispatchers to schedule activities by resource, time, or service.
•	Powerful reporting and analysis tools that make it easy to identify opportunities and problems at a glance.

Microsoft CRM 4.0 Vision

Microsoft Dynamics CRM 2011 | CRM 4.0 – Works the way your business does

Microsoft Dynamics CRM 2011 | CRM 4.0 not only slips right into your employees’ lives without disruption, it also adapts easily to your existing business workflow and processes. You or your information technology (IT) partner can quickly modify application forms, data fields, and relationships and add new activities and objects without writing a single line of code. This makes it easy to tailor MS CRM to suit your needs and fit your business like a glove. You’ll also find a number of elegant workflow innovations that speed use, including next-step suggestions and automatic task assignment. MS CRM also includes capabilities such as:

•	A new marketing automation module that makes it easy to build customer or lead lists, create targeted marketing campaigns, track the progress of those campaigns, and follow up on campaigns.
•	Quick Campaign wizard that allows marketers and salespeople to send out e-mail blasts to targeted lists and track response.
•	Service scheduling that allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.
•	Easy customization of MSCRM to your business workflow by adding custom objects and activities, designing custom views for different users, and building business logic into the CRM so that MSCRM automates repetitive tasks, tells users next steps, sends e-mails, and raises alerts for open items—nothing falls through the cracks, giving your customers a better experience.
•	Flexible reporting that enables managers to easily see how your business is doing—CRM data can be transferred into Microsoft Excel for analysis or into Microsoft SharePoint Portal Server for updating executive dashboards or collaborating on customer-related documents.

Microsoft Dynamics CRM 2011 | CRM 4.0 - Works the way technology should

Dynamics CRM 2011 | CRM 4.0 works the way your IT staff wants it to because it’s based on proven, industry-standard Microsoft technology that’s easy to learn and work with. You’ll enjoy a rapid, low-cost deployment; low support costs; and easy scalability as your business grows. IT-friendly features include:

•	Easy to modify forms, data fields, and information relationships so that users can get the customized information they need. Microsoft xRM – One platform. Many applications
•	Streamlined installation diagnostic tools that reduce setup time and help ensure a successful deployment of MSCRM.
•	Fast data searches across large volumes of customer data that help users find the information they need.
•	Easy to use step-by-step Microsoft Exchange Connector Deployment Wizard that simplifies MSCRM integration with Microsoft Exchange and Outlook.
•	Simple and fast connectivity to external data sources that gives users access to relevant information.
•	Advanced management and notification tools that are centralized and give the IT staff the right information to manage a CRM system.

FREE Microsoft CRM Success Kit

For More Information:

RB Data Services

1565 North Rim Court, Suite 287

San Diego, CA 92111

858-541-1820

info@rbdata.com