by Marc Wolenik - Webfortis CEO
14. January 2012 20:56
What's in a name? Well, depending on the selected region you enter when you sign up for Microsoft Dynamics CRM Online, your URL will have several different options in the URL. These options are as follows:
<<organization name>>.crm.dynamics.com
<<organization name>>.crm4....
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by Sandra
12. January 2012 17:33
by Marc Wolenik - Webfortis CEO
12. January 2012 10:07
Have you wondered when and what is coming next for Dynamics CRM? (Perhaps even Dynamics CRM 6.0 or Dynamics CRM 2013/2014?)
Check out the Statement of Direction for CRM.
The following is from the introduction:
With upcoming releases of Microsoft Dynamics CRM, we will continue to put our philosop...
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by Marc Wolenik - Webfortis CEO
9. January 2012 09:24
Webfortis, The CRM Experts, who recently released their third book on Microsoft Dynamics CRM/xRM, announced plans to expand their reach for Microsoft Dynamics CRM/xRM service offerings with an expansion to the state of Washington. The new office is approximately ten minutes from Microsoft Offices in...
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by Madeline
6. January 2012 11:56
Go to the Microsoft Dynamics CRM Marketplace and do a search for "Social CRM" and what is the first result you see? It's Parrot by Webfortis. As the Social Media Coordinator for Webfortis, it is exciting to watch Parrot grow to become a prominate product on the Dynamics Marketpl...
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by Marc Wolenik - Webfortis CEO
1. January 2012 19:29
The MSDN websites are one of the best places to get new and relevant information on Dynamics CRM 2011. The post on December 28 of last year by Shawn Dieken was a great one that listed almost every relevant white paper and technical documentation on Dynamics CRM 2011.
The MSDN sites that I frequent ...
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by Madeline
15. December 2011 14:44
Social media and CRM go together like a movie and popcorn or cookies and milk. Tracking all interactions with customers helps to make CRM as effective as it is. Social media gives your business another channel to interact with your current and prospective customers in an environment they...
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by agarcia
7. December 2011 08:42
Recently, after installing Update Rollup 5 to several machines for a set of new users at a client, we noticed that they began to receive script errors every time they opened a contact record from a list within the client. It looked a little something like this:
Naturally, we...
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by pbuchci
1. December 2011 19:06
It’s that time of the year again. You are either reading a renewal notice email from your SSL certificate provider or you are less fortunate and are looking at a failed connection message in your Lync client.
Before you can get your new certificate you will need to generate a new Certificate ...
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by Dan
27. October 2011 16:24
With the R7 update, you can create multi series charts easily. What this means is you can have a chart showing up to five fields (y axis) against a single category field (x axis). An example of what you could use this for would be comparing projected sales (Est. Revenue) vs. actual sales...
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by tfrances
14. October 2011 08:43
CRM Online and other cloud services take the IT burden from customers and cost-effectively moves it to the cloud. While the savings on IT and hardware are obvious to most users, many customers feel nervous about trusting a third party with their sensitive data. With Scribe Software’s latest pr...
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by Madeline
13. October 2011 11:51
When reviewing CRM systems to consider for your business you may have preconceived ideas about what you are looking for. A good CRM system will allow a strong working relationship between your customers and company from the salesmen and marketers to the customer service team. Even if eve...
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by Madeline
10. October 2011 09:49
As a Social CRM expert, one of the things that Webfortis prides itself on is our climbing status in social media. We do not just work on our social media status for status sake, we work to give our followers and fans relevant information about CRM and Webfortis to improve our customer service,...
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by Rob Kszan
29. September 2011 16:34
Generation of a Custom Excel Quote out of Dynamics CRM
Clients sometimes have pre-existing Quote, Order (and sometimes Invoice) spreadsheets that are based on Microsoft Excel. The logical reasoning behind this is that when a salesperson initiates a Quote, then this information will be...
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by rwu
16. September 2011 18:17
An inbound sales call comes in from a hurried purchasing manager for some product information. The person on the other end has been procrastinating on researching your product and the executives are looking to make a decision this week. Perfect! You have the exact piece of informat...
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