How to Not Lose Accounts with Inside View

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Microsoft Dynamics CRM Spring ’14 Product Updates

Highlights of the Spring’14 Product Update Roll-Ups for Microsoft Dynamics CRM 2013.

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Microsoft Launches Social Listening

Microsoft recently launched Social Listening for businesses that want to deliver amazing online experiences to customers online.  The social media navigation tool helps monitor trending topics and conversations that may influence your brand. Available for Dynamics CRM or standalone in 19 languages, Social Listening helps you track activities related to your brand on social platforms to earn trust and grow relationships with your customers.

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Highlights of Microsoft Dynamics CRM 2013

An introduction Microsoft Dynamics CRM 2013 brought to you by Endeavour Solutions.

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Did You Know You Can Create a More User Friendly Sales Inquiry Screen?

Did you know that you can create a more user friendly sales inquiry screen which will more easily show the relationship between the Invoices and Payments and overall customer status?

Highlights:

·At a single glance a user can easily see the relationship between invoices and payments/credits

·The user can easily see what invoices a payment has been applied to

·Much of the necessary customer information is located all on 1 screen (address, credit info, aging).  This would require opening multiple different windows in GP to get the same information.

·Information can be exported to Excel

Microsoft Dynamics GP

Microsoft Dynamics GP Sales Inquiry

 

 

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