SSRS Reports with MS Dynamics CRM Online

SSRS Reports with MS Dynamics CRM Online

  One of the major limitations using any online CRM is the ability to create complex reports that need to be drilled down further. Like product wise sales, region wise sorted on buying cycles. We have created a simple step by step process to achieve this using SSRS on Microsoft Dynamics CRM 2013. This is […]

A primer on integration tools. – Orbis Software

A primer on integration tools. – Orbis Software

  Tools are used to create Steps within a Task, providing the functional building blocks that interface with common technologies, systems and applications. They are then joined together in a logical sequence to build the business process. Tools can be grouped into the six categories of Event, Input, Format, Output, Execute, General and Specialist (3rd […]

Navigating the Mobile CRM Landscape

Navigating the Mobile CRM Landscape

The following post was written by William Band, a vice president and principal analyst at Forrester Research, where he contributes to its CRM Playbook, a programmatic framework for leading application development and delivery professionals through the life cycle of their CRM initiatives.   Navigating the Mobile CRM Landscape.

Automating CRM tasks easily and painlessly

Automating CRM tasks easily and painlessly

Some of the challenges during a CRM implementation include automation of some of the mundane tasks like: Literature Fulfilment SMS/E-mail alerts Archival of e-mails Sending out welcome packs, gift coupons and other marketing material. This is true of most CRMs I have come across- Microsoft Dynamics, Sage CRM, Sage Saleslogix CRM and a couple of […]