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Entries for the 'CRM' Category

Dynamics 365 for Sales Professional
Jimmy Brady

Dynamics 365 for Sales Professional

In my last post I discussed Microsoft's Dynamics 365 for Sales offering. That app was geared towards enterprise-level CRM customers, and while it is significantly cheaper than its main competitor, Salesforce, it is still too expensive for many sales teams in the SMB (Small and Midsized Business) market. Almost two years after the original Sales app was released, Microsoft rolled out the SMB version of their sales app, Dynamics 365 for Sales Professional. The Sales Professional app is...

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DMC Joins Salesforce Partner Program
Dan Mitchell

DMC Joins Salesforce Partner Program

DMC is proud to announce that we have joined the Salesforce Partner Program! Rick Rietz, DMC’s Director of Consulting Services, is thrilled about the new partnership.“Our team is very excited about joining the Salesforce partner program, and our clients are too. We’ve been helping clients with Salesforce development for quite some time, but we never marketed our ability to provide these services. With newly acquired access to training that is exclusive to Salesforce par...

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CRM Showdown: Microsoft Dynamics 365 vs. Salesforce
Jimmy Brady

CRM Showdown: Microsoft Dynamics 365 vs. Salesforce

Do you need a CRM? Customer Relationship Management systems (CRMs) have a place in almost every organization that works with customers and partners. A fully featured CRM system provides benefit to just about everyone in an organization, especially those in Sales, Customer Service, and Marketing roles. Successful organizations will reach a point where they outgrow spreadsheets and simple contact management systems. They then require a fully-featured CRM that provides critical capabilities: ...

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DMC to Present at the Allinial Global 2017 Technology Fly-In & Roundtable
Jessica Mlinaric

DMC to Present at the Allinial Global 2017 Technology Fly-In & Roundtable

DMC's Director of Consulting Services, Rick Rietz, will lead a presentation at the Allinial Global 2017 Technology Fly-In & Roundtable. The session will be held on September 19 from 8:30-10:00 a.m. at The Westin Denver International Airport in Denver, CO. Rick's presentation will provide guidance on planning and implementing Microsoft’s cloud solutions, including Office 365, Dynamics 365, and Azure. Attendees will learn how to evaluate...

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What’s Included in Microsoft Dynamics 365: Apps and Pricing
Jimmy Brady

What’s Included in Microsoft Dynamics 365: Apps and Pricing

On November 1, 2016, Microsoft released their new cloud-based business application platform, Dynamics 365. This new platform combines the capabilities of CRM and ERP systems in a new app-driven format. This updated format allows companies to choose software components based on their specific business needs. Organizations may choose from apps such as Finance, Sales, Customer Service, Field Services, and Operations, and license them a-la-carte or as a bundle. Enterprise vs Busine...

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How to Upgrade On-premises Microsoft Dynamics CRM 2015 to 2016
Jordan Harris

How to Upgrade On-premises Microsoft Dynamics CRM 2015 to 2016

Looking for help with upgrading your Microsoft Dynamics CRM system? We recently upgraded our Microsoft Dynamics CRM 2015 system to MSCRM 2016. When preparing for the upgrade and during the process we found a lot of disparate information available from Microsoft. I wrote this blog to help others find the most useful information and to share details about the challenges we faced during our upgrade. Our high-level upgrade plan was as follows: Build new servers to house the database an...

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CRM 2015 Email Router Fix for KB3072333 Update
Timothy Johnson

CRM 2015 Email Router Fix for KB3072333 Update

I recently installed KB3072333, which is labeled as “Update 1.1 for Microsoft Dynamics CRM 2015”. Afterwards, a specific change to the Outgoing Email Router profile issued a 401 Unauthorized error in the event viewer. I found a fix and am posting it in the hope that it will help someone else! Specifically, the error prevents emails from actually being sent until this change has been fixed. The error looks like this: “System.Net.WebException: The request failed with...

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Microsoft Dynamics CRM 2015 Update
Timothy Johnson

Microsoft Dynamics CRM 2015 Update

CRM 2015 was released by Microsoft at the very end of 2014. DMC typically tries to be on the latest and greatest version for two reasons. First, we can take advantage of all of the new features like cross entity search, security enhancements and enhanced business rules. Second, it helps our team better assist our current and future customers when they go through the same process. Because CRM 2015 is so new, there really isn’t too much documentation for installation errors and &ld...

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Single Sign-on with Dynamics CRM External URL
David Ufford

Single Sign-on with Dynamics CRM External URL

Recently I was setting up an Internet Facing Deployment (IFD) for a new Dynamics CRM 2013 implementation. Luckily the process has not changed much since CRM 2011, and there are many blogs and even a whitepaper that cover the topic.  One of the biggest pain points is that the CRM claims based / IFD configuration publishes two access URLs, one each for internal and external use. The external url does not allow for windows integrated single-sign on, and the internal URL cannot be acces...

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DMC  Earns Microsoft CRM Certified Software Advisor Status
Anjali Bharadwa

DMC Earns Microsoft CRM Certified Software Advisor Status

DMC has earned the status of Microsoft CRM Certified Software Advisor. This certification recognizes DMC’s investment and dedication to implementing a superior CRM application while providing knowledge and support to its CRM customers. This new competency demonstrates DMC’s expertise in planning and implementing a CRM solution through customization of the CRM application to fit the needs of its customers. Microsoft awards Software Advisor Certifications to partners who have demons...

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Getting Started with Microsoft Office 365 Video Series
Rick Rietz

Getting Started with Microsoft Office 365 Video Series

Have you considered moving some of your business systems into the cloud? This year our Microsoft Consulting Services practice has seen a significant increase in Office 365 projects. A move from on-premise Exchange to Exchange Online or choosing one of the Office 365 bundled cloud offerings is especially compelling for small and medium size businesses. To help you better understand Microsoft's cloud offerings and decide if a move to the cloud is right for your business, DMC has created a v...

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Office 365 Webinar:  Your Complete Office in the Cloud
Jessica Mlinaric

Office 365 Webinar: Your Complete Office in the Cloud

If you missed this Webinar, DMC has created an Office 365 Video Series that explains some of the benefits & drawbacks and allows you to see Office 365 in action. DMC will be hosting a complimentary webinar on Wednesday, August 14th (10am - 11am CDT) for organizations who are interested in learning more about Microsoft's Office 365 cloud offerings - Office Pro Plus, Office Web Apps, Exchange, SharePoint, Lync, and CRM. Is your business facing any of these scenarios? Growing in...

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Changing the CRM Icon in Outlook
John Sullivan

Changing the CRM Icon in Outlook

At DMC, we have been using Microsoft CRM for quite some time.  The Outlook client makes using CRM much simpler and allows for many features to be readily accessible. It is easy to look up contacts, track emails in CRM, and see CRM tasks in the Outlook task bar, among many other great features. My one complaint was that emails tracked in CRM were displayed with a CRM icon:  This feature was nice, since it let me know when emails were b...

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SharePoint of Contact 2: Integrating SharePoint 2010 with CRM Online
Jack Cosgrove

SharePoint of Contact 2: Integrating SharePoint 2010 with CRM Online

SharePoint of Contact 2: Using CRM Online Data within SharePoint In this previous blog post, I explained how to integrate Microsoft Dynamics CRM with SharePoint 2010 using an External Content Type (ECT) linked to the Dynamics SQL Server instance. Today I will explain how to integrate Microsoft Dynamics CRM Online with SharePoint 2010, also using an ECT. Since CRM Online data is only accessible via web services, we will use a WCF web service-based ECT. First a note about why CRM Online data...

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SharePoint of Contact: Integrating SharePoint 2010 with Microsoft CRM
Jack Cosgrove

SharePoint of Contact: Integrating SharePoint 2010 with Microsoft CRM

Greetings from DMC! My name is Jack Cosgrove, and this is my first blog post as a member of this awesome company. One of my roles at DMC is as an application developer for Microsoft SharePoint, and I hope the following blog post will be of value to both the SharePoint developer and user communities. Today I will walk through the process of integrating SharePoint with a Microsoft CRM database so that CRM data can be used within SharePoint. I was able to piece this together from ...

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