Category: Microsoft CRM

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 […]

Law Firms Prioritize and Automate
Jan 22
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3 Ways Law Firms Can Prioritize Potential Clients and Automate Follow Up

New clients are the life blood for many law firms, so how do you make sure the best leads don’t fall through the cracks?  It’s absolutely necessary that firms centralize all inquiries, label the best ones, schedule follow up, and track referrals that don’t fit.  When law firms can prioritize potential clients and automate follow […]

DocCreation_blogimage
Jan 18
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One-Click Document Generation with 2B-LAW for Dynamics CRM

For attorneys and legal assistants, creating and generating client (custom) documents is a must.  2B-LAW for Dynamics CRM users can now generate customized documents from any record in just one click!  This includes Microsoft Excel and Microsoft Word.  No more “Find and Replace” or mess with clunky mail merge in Word!  Instantly create contracts, letters, […]