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Bringing the data to life – four important lessons

We have a client who has been using Microsoft Dynamics CRM for just over a year. They added marketing add-on ClickDimensions to the mix some months later and now have a real set of rich data with which to work. The customer records are updated nightly through a process from a data warehouse and CRM is the mechanism for marketing and outbound communications. ... read full post

Posted by:  Ivor Whibley , CRM Consultant |  17 February 2014

Data, Data Accuracy, Data management, design

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Microsoft Dynamics CRM 2013 Quick Reference Guide

Having worked with CRM since version 3.0 I have seen many menu and UI changes. We all like new stuff, especially me, and the new CRM 2013 menu system is relatively easy for us old hands to use, as we can remember where everything was located and find it quickly. ... read full post

Posted by:  Ivor Whibley , CRM Consultant |  22 January 2014

Dynamics CRM

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