Mobile devices and Social Media offer great potential for CRM to be Street and Customer Smart

We have recently found an interesting new article from Destination CRM which has focused on the obvious potential that modern mobile devices now offer to small and medium-sized companies in terms of operating their customer relationship management system. The article detailed three main areas in which Tablet PC’s like the Microsoft Surface, the Apple iPad, mobiles and other hand-held units could aid the CRM process. The first was the focus on marketing.  Mobile devices offer brands the opportunity to create great mobile content such as apps for games for users to access, leading to the potential for the brand being in "top of the mind recall" of the customer, and also providing ... [More]

Event Invitations for Microsoft Dynamics CRM2011

Here is our latest Demo solution for Event Invitation tracking within Microsoft CRM This solution is designed to work with eCampaign to enable organisations to track Events and Event responses directly in #CRM2011 after send the related Accept and Decline Links via an email marketing campaign.    For more information on eEvent and Invitation tracking please contact sales@mycrmgroup.com or register with http://downloads.mycrmgroup.com/ Thanks Alisatir

Creating Images Galleries and Selected Images in Microsoft CRM2011

What we need is an Image Gallery!! Having had the opportunity to work on a number of projects and see a whole range of requirements and needs for CRM, I thought I would share this one as this forms part of our new solution ePicture.I was recently working with a customer, who had a catalogue of images for products that they sold, these happened to be images of Telephone handsets and switches.  There was a requirement and a need to include these images into CRM so they could be used with Quotes, Orders and web site integration.  It was also made quite clear that there was no apparent budget or desire to introduce a SharePoint instance or integration into the organisation. As an or... [More]

New Hosted CRM 2011 services launched – Enterprise CRM

Here at MyCRM we have now launched the latest version of our managed services for Microsoft CRM 2011, as before we have opted to add value over price per month and are pleased to offer 3 great solution packages from entry level to enterprise. Enterprise CRM Included in the Per User price:• Full CRM License for access to Microsoft Dynamics CRM 2011• Unlimited telephone and email support• 5GB storage per CRM user• Data Backups – Nightly• Data Backup retention for 7 Days• Monthly Backup Download on request• 95.95% Network Uptime Guarantee Extra above standard CRM • 32 hours service time free for setup and ... [More]

New Hosted CRM 2011 services launched – Professional CRM



• Full CRM License for access to Microsoft Dynamics CRM 2011
• Unlimited telephone and email support
• 5GB storage per CRM user
• Data Backups – Nightly
• Data Backup retention for 7 Days
• Monthly Backup Download on request
• 95.95% Network Uptime Guarantee
• 16 hours service time free for setup and configuration
• Fully Integrated Email Marketing with unlimited emails
• Integrated Document Creation with ePDF
• Integrated Number and form auto population with eNumber
• Integrated Tax calculation for key entities including product line override
[More]

Right I have created my Quote in CRM now as a Sales person where is the button to email it to the Customer

So even with the launch and subsequent rollup’s from Microsoft there is no easy way to send a quote or order confirmation out from Microsoft CRM 2011 with the click of a button.  I thought I’d take the time to document the process and then suggest some of the benefits of the ePDF solution from the end user. The functionality to do this is in CRM but if you want to go from creating the Quote record to getting an email to send with the quote or order attached this would be the process Create E-mail and Attach Quote PDF or Order PDF The CRM 2011 Way 1. Click Run Report Dropdown 2. Select the report to run 3. Click „Export‟ button 4. Select Acrobat (PDF) file 5. Select... [More]