Category: Microsoft CRM

feature
Aug 10
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Big Improvements in Mobile Outlook / CRM Integration

Now you can track emails in Dynamics 365 anytime, anywhere. I was out of the office the other day when I received a couple emails I wanted to 1) track-back to Dynamics 365, and 2) create new Lead records for. If you’ve tried the same thing on your phone in the past, you know what a pain it was. […]

dunce
Jul 13
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Avoid this easy-to-make Dynamic 365 mistake.

  It was 11:00 last Thursday evening when our own Glenn Kinstler did something he really shouldn’t have. Three hours later, as his head hit the pillow, he asked himself how he could someday use his blunder to serve the Greater Good.   ‘That’s it: I’ll call it a Learning Experience.’ “The short version is, I […]

Executive working on laptop with documents on the desk
Jun 12
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“We wanted a firm-management solution that fit us. Not vice-versa.”

One firm’s path to 2B-LAW There was a special sense of urgency behind Frier Levitt’s recent search for an updated & improved firm management software system. “We’d stored so much data in our previous platform, we were very close to crashing it,” explains co-founding partner Jonathan Levitt. At the same time, continues Project Manager & […]

Yammer Logo 2
Nov 02
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Turns out you CAN remove Yammer from CRM Online!!

What was once impossible, is now possible Many of you may be aware that Microsoft offers Yammer integration with CRM Online.  Yammer is Microsoft’s “Enterprise Social Network” and provides a way for employees to communicate without e-mail.  Enabling Yammer for CRM Online is easy – too easy in fact.   According to Microsoft documentation, once Yammer […]

Client management - insights
Apr 14
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Client Management and Prospecting with Dynamics CRM and 2B-LAW

Clients and prospects want to feel important. They want to feel like you care and that you’re watching out for their best interest. Client management and prospecting just got easier with Microsoft Dynamics CRM and 2B-LAW.   2B-LAW for Dynamics CRM already has the details about your clients, their matters, and your potential clients, but now […]

Magento Connect for Dynamics CRM
Feb 01
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Top 5 Benefits of Magento Connect for Dynamics CRM

Magento Connect for Dynamics CRM is a cloud hosted, integration service that provides direct integration between Dynamics CRM and your Magento ecommerce site.  There are many benefits to integration (reduce error, eliminate duplicate data entry, etc.) but here are the top 5 benefits of Magento Connect for Dynamics CRM Top 5 Benefits of Magento Connect […]