How can social technology and awareness benefit CRM?

Ensuring the implementation of an effective CRM system remains extremely important for any business looking to achieve increased sales and customer engagement.  An interesting new article from Destination CRM has also highlighted the value of exploring customer relationship management within social media and some of the benefits that this can have. Target prospects One of the key ways that CRM systems can benefit from effective social media use is that it offers an outstanding way in which to find potential new prospects.  A company can easily monitor discussions and analyse trends to find out which people are discussing areas relevant to their brand and can use this targeted dat... [More]

Mobiles: a perfect addition to a Microsoft CRM strategy

A new piece in Business 2 Community has highlighted the importance of mobile devices in implementing an effective CRM strategy.  What details, though, should you include as part of the mobile application?  What makes an app valuable and useful? Complete insight into planning Whenever you're carrying out the work of actually implementing your customer relationship management strategy, one of the most important things to be able to access is the original planning documentation.  How many customers or leads are you planning to communicate with?  How are we going to engage with them?  What topics do we think should be discussed?  Having access to the original plan... [More]

Forbes analyse CRM Implementations

As one of the most vital aspects for running any business, customer relationship management is something that should be taken very seriously.  However, a new feature in Forbes has argued that the implementation of many CRM systems suffer from an incomplete vision and do not live up to their potential.  The article looks at several ways in which the process can become more complete. Firstly, it notes that the amount of information that is collected from customers should increase substantially.  Rather than just looking at an order history, CRM should involve building up a more in-depth customer profile, of the sort that marketing would normally use. Secondly, it highlights th... [More]

eMap the next generation of CRM Mapping version 1.1.3 has been released

After many months of work and some great customer feedback from all of our customers using eMap for CRM 2011 we now have a new release with a range of new functionality which extends data visualisation and manipulation even further in the Microsoft CRM interface.  The new functionality includes 1.       Pivot Data through relationships 2.       View Selector at entity layer 3.       Default Pan and Zoom   Pivot Data and Pivot Rules though data relationships One of the great new features with eMap is the ability to pivot related data from a single pin, this means you can now select a sin... [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

Event Invitation tracking in Microsoft Dynamics CRM 2011

We have recently been working with a number of our eCampaign customers to develop a complete solution for Event Invitation Tracking in CRM. So what is Event Invitation tracking, in some circumstances your organisation many want to send customers an invitation to attend a webinar or an event that is being held, and track the responses in CRM to create a list of contacts that wish to attend, We have done this in the following way by adding new entities to CRM for Event and Event responses PIC EV 1   On the creation of an event in CRM, two URL’s are created for the Accept and Decline process and these can be used in eCampaign to send a bulk email with event invitations. When ... [More]

Empower Your #Microsoft #CRM2011 Workflow with 36 New Workflow Functions

We are pleased to announce our first Workflow Function Library for Microsoft Dynamics CRM 2011, in this release we have added 36 new function calls for CRM Workflow that extend the business logic for Business Automation and processing of Data eWorkflow – Marketing                     Function – GetLastCampaignForMember                    Function - GetLastCampaignResponseForMember                   ... [More]

Extending Microsoft Dynamics CRM2011 with Custom Workflow plugins

Since the release on Microsoft CRM 2011 and the release of the Microsoft Online platform we have had many prospects and customers come and ask the same question and that is Oh can I do that in Workflow? To date the answer has been you can if your deployment is on-premise but not if you’re online, which usually starts of a conversation with the words “Are You Sure” and the “Sales Person told us it was exactly the same software”So to clear that initial question or statement “Yes it is the same code build or same software” but and there is always a but, till now or until R8 is released you have not been able to run what are “Sandboxed” cus... [More]

Turning CRM into a Prospecting and Location tool with Bing Maps and Bing Search - SEE DEMO

As promised we have now created a full video demo which can be watched below of the new eMAP Bing Map and Bing Search integration with Microsoft CRM 2011. The video is about 16 minutes long but does cover all the integration points for data directly in CRM.       As this is pre-release and if you have any suggestions of what great additions could be added please let me know as a number of people from the dynamics community have already contributed with great affect. We are also working with a number of partner data providers to enhance the experience and deliver more data and prospect information directly into your CRM, from the mapping tool. You can email us on s... [More]

Making User management easy in Microsoft CRM 2011

A number of our larger hosted and on-premise customers all seem to report the same problem in that they are not able to manage CRM user information effectively.   In many cases the CRM administrator from the organisation has had to remote into end users laptops or desktop to change personal settings and this increases the work load of many System administrators. We took the suggestions made and created a wish list with the intention of creating a better user administration experience in Microsoft Dynamics CRM 2011 Our goal was to enable System administrator to have extended user settings for CRM and expose additional features that have been excluded from the standard Mi... [More]