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Customer Resources
Customer Resources
Welcome to the Customer Resources section, where we have hand chosen some invaluable resources to help you get started with Microsoft Dynamics CRM.
Data Sheets
MyCRM eCamapign Datasheet
...CREATE EXCEPTIONAL MARKETING CAMPAIGNS
eCampaign enables your organisation to deliver exceptional marketing campaigns above and beyond the standard functionality of Microsoft Dynamics CRM by offering the ability to create email marketing from within CRM. It gives marketing professionals the advantage of custom building creative HTML and the tracking of email campaigns from inside Microsoft Dynamics CRM. eCampaign is easy to use and operates directly within Microsoft Dynamics CRM. The seamless integration is a great timesaver and ensures successful marketing activity and ease of use for you and your team.
File Size : 1.8MB
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MyCRM eSMS Datasheet
...eSMS - Marketing Via The Mobile
The MyCRM Extended add-on eSMS like eCampaign can be used to extend the marketing capability of Microsoft Dynamics CRM, with a range of additional features for sending SMS messages directly to Customers and Prospects. The benefits and features of eSMS with Microsoft CRM are paramount to good and regular communication with contacts, prospects and system users. The advantage of SMS capability when linked to marketing, appointment tracking or order processing enhances customer communication and brand awareness, with most popular high street and internet retailers, SMS is a key part of letting customers know when orders have been dispatched.
File Size : 5.17MB
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MyCRM Purchasing Datasheet
...PURCHASING FOR MICROSOFT CRM
The MyCRM Extended Vertical Module "Purchasing" is an extension to the Microsoft Dynamics CRM platform, which is fully embedded in to the Microsoft CRM web or Outlook client. Purchasing for Microsoft CRM enables organisation to fully track outbound PO's that are raised for suppliers (Account) from within CRM, this functionality is 2 fold and offers smaller organizations that resell 3rd party products and components an easy way to manage stock from within CRM without needing expensive or cumbersome ERP solutions.
File Size : 3.4MB
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MyCRM Quote2PDF Datasheet
The MyCRM Extended add-on Quote to PDF is a time saver add-on for busy sales people that need to get quotes from Microsoft CRM to the end Customer quickly. Instead of running a report, saving as PDF and then attaching to an email you can now click a button and everything happens for you reducing wasted time in the sales cycle. Quote2PDF also has unique setting to allow the set up of default templates for the out bound email and the preselecting of a report that can be customised to meet your business requirement.
File Size : 2.5MB
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MyCRM Invoice2PDF Datasheet
The MyCRM Extended add-on Invoice to PDF is a time saver add-on for busy sales and accounts people that need to generate Invoices from Microsoft CRM to a PDF and email activity so that they can be sent to the end Customer quickly. Instead of running a report, saving as PDF and then attaching to an email you can now click a button and everything happens for you reducing wasted time in the invoicing cycle. Invoice2PDF also has unique setting to allow the set up of default templates for the out bound email and the preselecting of a report that can be customised to meet your business requirement.
File Size : 1.8MB
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MyCRM Order2PDF Datasheet
The MyCRM Extended add-on Order to PDF is a time saver add-on for busy sales and accounts people that need to generate Processed Orders from Microsoft CRM to a PDF and email activity so that they can be sent to the end Customer or Prospect quickly. Instead of running a report, saving as PDF and then attaching to an email you can now click a button and everything happens for you reducing wasted time in the Order confirmation cycle. Order2PDF also has unique settings to allow the set up of default templates for the out bound email and the preselecting of a report that can be customised to meet your business requirement.
File Size : 1.8MB
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Microsoft CRM 4.0 Datasheet
...ALIGN BUSINESS AND TECHNOLOGY
Choose how you implement and how you use your CRM system so that you can tailor the solution to match your unique business. Microsoft Dynamics CRM 4.0 allows you to choose on-demand, on-premise and hybrid deployments with flexible licensing options that preserve your ability to adapt as business requirements change...
File Size : 1.3MB
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Microsoft CRM 4.0 Datasheet (Sales)
...UNDERSTAND YOUR CUSTOMERS BETTER
Create a centralised, customisable view of your customer’s preferences, relationships and activity history to better understand and meet their needs.
IMPROVE SALES QUAlIFICATION
Spend time with the right leads and prospects. Establish consistent follow-up processes and automate sales....
File Size : 1.9MB
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Microsoft CRM 4.0 Datasheet (Marketing)
...TURN LEADS INTO OPPORTUNUTUES
Improve lead handling: easily distinguish new prospects from existing customers and promote qualified leads to new opportunities with a single click.
Route leads automatically: Automatically deliver the right lead to the right person according to product, territory, value amount, or any other criteria based on workflow rules that you define....
File Size : 1.8MB
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10 Steps to Effective Marketing
As you may know, most people now spend more time reading their emails and interacting with email either from their desk or mobile device than they do surfing the web. Email is one of the most powerful mediums that you can use to enhance product awareness and target potential customers and prospects. Here we have defined 10 steps to improve email marketing with Microsoft Dynamics CRM to increase viability of campaigns and product awareness.
File Size : 1.2MB
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10 Things to Know About Email Marketing
As you may know, most people now spend more time reading their emails and interacting with email either from their desk or mobile device than they do surfing the web. Email is one of the most powerful mediums that you can use to enhance product awareness and target potential customers. Here we have defined 10 things you need to consider before sending bulk emails and before we outline some of the key features of the UK law governing the use of email for marketing
File Size : 1.6MB
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Email Marketing Whitepaper
...The importance of email marketing through Customer Relationship Management (CRM)
MyCRM has seen a phenomenal increase in demand for email marketing fully integrated with Microsoft Dynamics CRM over the last year. The possibilities for building this functionality in Microsoft Dynamics CRM are extensive and this paper seeks to explain how and why business should profit from it.
File Size : 2.1MB
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Business Analysis Dashboards
Get more from your data with our Business Analysis Dashboards
Now you can improve business analytics and data mining with the latest release of the MyCRM Business Dashboards for Microsoft CRM. Here at MyCRM we have created a range of predefined business reports that enable end users of Microsoft CRM to obtain a real time view of Sales, Marketing and Service elements of data in the Microsoft CRM solution.
File Size : 2.9MB
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Videos
Here are some of the videos we have recorded to introduce you to Microsoft Dynamics CRM and the range of MyCRM Extensions we can provide.
Who Are Your Customers? - [Time : 1:33]
Make Microsoft Dynamics CRM work for your business, your partners and your customers, here is a brief look of how it can work for you.
eCamapign The Movie (2 parts) - [Time : 13:00]
In this feature length double episode we see eCampaign for Microsoft Dynamics In Action making light work of email marketing from within the dynamics application.
MyCRM eSMS Demo - [Time : 7:14]
An online demonstration of sending SMS messages directly from Microsoft CRM 4.0, includes Bulk SMS as part of a campaign and single SMS sending from Contacts, Leads and Accounts.
Quote2PDF - [Time : 2:15]
A quick demo of how Quote2PDF can improve the production of Quotes in Microsoft CRM, here we see a demo of creating a Quote directly to email with a PDF attachment.
Hosted CRM Overview - [Time : 7:30]
An overview of the main customer area of Microsoft CRM on the My CRM hosted Platform.
Hosted CRM Sales Overview - [Time : 10:54]
An overview of the sales capability in Microsoft Dynamics CRM on the hosted platform.
We have chosen some of the useful videos that are good to get you started from the
Microsoft CRM Online Video Gallery
.
General Overview - [Time : 15:00]
This video will provide a navigation overview of Microsoft Dynamics CRM Online via the Outlook client and Internet Explorer Web Browser.
Sales Overview - [Time : 12:00]
This video will show the sales features in Microsoft Dynamics CRM Online from creating a lead that leads to an opportunity that then leads to a quote.
Sales Process - [Time : 25:00]
This video will show how to build a more complex workflow to manage a sales process.
Customisations - [Time : 13:00]
This video will show how easy it is to modify existing entities or creating new entities in Microsoft Dynamics CRM Online.
Bulk Data Export - [Time : 07:15]
This video will show how to leverage an open source solution to export data from Microsoft Dynamics CRM Online.