Microsoft Word Add In for MS Dynamic CRM

September 7, 2010 by · Leave a Comment 

Sonoma Partners recently released a very cool two way integration between Microsoft Word and Microsoft Dynamics CRM that allows users to: Build Word document templates that can load data from Microsoft Dynamics CRM. Once the data is loaded, users can edit their data in Microsoft Word and then save their changes back to Microsoft Dynamics […]

15 Favourites MS CRM Industry Solutions by Software Advice

August 30, 2010 by · Leave a Comment 

Lauren Carlson has recently posted a blog about the 15 Favourites Microsoft Dynamics CRM Industry Solutions: When most industry observers hear customer relationship management (CRM), they think of applications for sales, service and marketing. However, actual CRM software users think of the much more specific functionality required to do business in their industry. For example, […]

C360 Relationship Explorer/ Charting

June 25, 2009 by · Leave a Comment 

Functionality: C360 Relationship Explorer/Charting is a Microsoft CRM enhancement that improves and extends the relationship display and linking capabilities of Microsoft CRM. By using this enhancement you can display all existing and custom relationships between CRM records. Key features: Use Relationship Tree or – Chart to display all relationships that exist between entities within Microsoft […]