Resources

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eBooks

The ROI of Trust

Get rid of cold calling, and create warm introductions. Make every conversation more relevant with social insights that help you...

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Videos

Identify high value clients based on opportunity data

See how certain information can be automatically populated based on your business processes. This is a great productivity gain...

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eBooks

Social is for closers

This eBook describes how to ‘Turn sentiment into opportunity with Microsoft Social Listening. Monitor brand presence and track...

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Videos

Restrict what people can see in Microsoft CRM

Discover how Microsoft security roles can be defined to display only the relevant data to a specific user.

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White Papers

Optimising Business Productivity

Do more for your customers and your business

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Videos

Easily track emails and activities against a client record in Microsoft CRM

Do you regularly have to trawl through emails to find key client information? With your data in CRM all information will be...

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White Papers

The Connected Enterprise

A discussion on how social technologies fit with Microsoft’s strategy and vision. Includes the fascinating fact that radio to 38...

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eBooks

Change a business process

Dynamics CRM come with really useful predefined business processes for common tasks such as converting a lead to an opportunity....

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Videos

Track client and help desk requests in Microsoft CRM supported by the correct business process

See how Microsoft Dynamics CRM can help guide your team through the correct business processes when recording a help desk...

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eBooks

Business processes

Learn all about how automating business processes can make life easier and more efficient with CRM 2013.

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White Papers

CRM Online EMEA Data Maps

Geographic information about where Microsoft stores CRM data.

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eBooks

Bring in your contacts

This helpful guide will take you through the process of importing contacts from your email, spreadsheets and phone.

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White Papers

Next Generation CRM

Driving Productivity with End-to-End Cloud Services.

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White Papers

The Dynamic Sales Team

This Microsoft white paper discusses how sales teams are having to transform the way they work and how the Microsoft vision is...

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Videos

Consolidate all of your databases in to Microsoft Dynamics CRM

Struggling with data in multiple copies of Outlook? Do you have multiple contact spreadsheets? Data duplication a problem? Learn...

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Videos

See how Microsoft CRM helps you manage and view client activity

Do you struggle to manage your day to day activities and track them against your client records? Microsoft Dynamics CRM will...

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Videos

Managing IFA address changes in Microsoft CRM

This video provides an example of how an contact moving to new company can be managed in Microsoft CRM. In this case a Financial...

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User Guides

Microsoft Dynamics CRM 2013 on-premise volume licensing and pricing guide

This will guide will help you understand Microsoft Dynamics CRM on-premise licensing. This guide does not provide purchasing...

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