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Customizing Microsoft CRM Mobile Express

May 30th, 2011 by

Customizing Mobile Express

After you have properly installed Mobile Express, there are a few tasks you need to perform to properly customize Mobile Express for your users. Make sure you are signed on to the Microsoft Dynamics CRM application with a user account that has the System Customizer or System Administrator security role.

The Go Mobile privilege allows you to access Mobile Express. This privilege is enabled by default for each security role. To prevent users from accessing Mobile Express, you need to disable Go Mobile in all security roles assigned to that user.

If a user’s security role gives him access to an entity in MS CRM, they will have the same permissions in Mobile Express.

How you can Customize Mobile Express

In your main Dynamics CRM application, in the Settings area, select Customization, and then click Customize Mobile Express.

  1. Select the set of entities you want to enable in Mobile Express from the Available Entities list.

Note: Not all Microsoft Dynamics CRM entities are available in Mobile Express.

Tip: As you evaluate which entities and attributes you want to make available to mobile devices, consider the screen size and usage goals for your users.

  1. Select Add.
  2. For each entity you selected, customize the attributes that will be available on the Mobile Express form:
  3. In the Selected Entities list, double-click the entity.
  4. Select the attributes you want to be visible on the Mobile Express form from the Available Attributes list, and then click Add.

Required attributes are automatically listed in the Selected Attributes list; they cannot be removed.

  1. (Optional) Change the order in which the entities are listed by using the Move Up and Move Down buttons.

Tip: When you define and organize Mobile Express attributes, consider which are expected to be used most frequently and place them at the top.

  1. Select Save and Close.
  2. To publish all entities, click Publish All, or to publish selected entities, select specific entities in the Selected Attributes list, and then click Publish.

Crucial Detail for Customizing Mobile Express

When users publish customizations, remember that there is only one “master” publishing mechanism that always publishes Microsoft Dynamics CRM and Mobile Express together. Using the Publish All button in Mobile Express will publish all changes to not only Mobile Express entities, but will also publish any pending changes to the same entities in the main Microsoft Dynamics CRM environment. The reverse is also true: publishing in Microsoft Dynamics CRM will also publish entities in Mobile Express.

  1. Note: After you have customized Mobile Express, you need to provide the following access information to your users:
  2. Access Mobile Express by using a mobile Web browser to navigate to https://<CRM_server>/m where <CRM_server> is the path to your Microsoft Dynamics CRM server.
  3. Sign in using a valid Microsoft Dynamics CRM account.

Microsoft Dynamics CRM vs Salesforce.com

Microsoft Dynamics CRM 2011 - Free Analysis PDFClick here to download our Free Microsoft Dynamics CRM 2011 Analysis.

Topics addressed include:

  1. Salesforce.com vs Microsoft CRM
  2. Pros and Cons of SaaS vs On-premise CRM
  3. Crucial User Adoption Factors
  4. Total Cost of Ownership of Microsoft CRM

Free CRM Tool to Compare Systems

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to access and download our Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison Topics include:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

Salesforce vs Dynamics CRM 2011 Review Webinars

Join us for our webinar series as we explore the points outlined below – and hope to provide you valuable insight about this top-rated CRM solution. We hope that our comparison with Salesforce.com will help you on in your CRM evaluation.

Recorded Microsoft Dynamics CRM 2011 Webinars registration

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Posted in Microsoft CRM, Microsoft CRM 4.0, Mobile |

Planning and Deploying Microsoft CRM Mobile

May 27th, 2011 by

Planning Your Mobile Express Deployment

You can deploy and use Mobile Express without specialized management hardware or software. The primary deployment consideration when you implement Mobile Express is where in your network to install it. There are two choices:

  • Install Mobile Express on a Microsoft Dynamics CRM server that is configured to allow connections from outside the corporate firewall. This installation is based on an Internet-facing deployment (IFD), which enables Mobile Express users to access their Microsoft Dynamics CRM environment through the Internet.
  • Install Mobile Express on a Microsoft Dynamics CRM server that resides within your corporate network. Updating an internal Microsoft Dynamics CRM server with the Mobile Express feature will give Mobile Express users access to their CRM data only when their mobile Web browsers are connected to the corporate network.

Internet-facing Deployment Considerations

When the Mobile Express feature is added to an IFD Microsoft Dynamics CRM environment, users can securely access their CRM information anywhere their mobile Web browsers have an Internet connection.

An IFD enables a Microsoft Dynamics CRM implementation to maintain a secure connection to the Internet while being deployed within a private corporate network. The IFD option can be used entirely within a private network, but it is primarily designed to enable access to Microsoft Dynamics CRM from across a public network. There is no risk of data being stored on an unsecure mobile device because Mobile Express does not support offline access.

Internet-facing deployments of Microsoft Dynamics CRM support authentication via Active Directory as well as through forms-based authentication. Because Mobile Express is a feature of the main Microsoft Dynamics CRM system, whichever authentication technology you are using for Microsoft Dynamics CRM will be used by Mobile Express.

Note:  If you are using Active Directory for authentication, you will need to confirm that the mobile devices you want to use Mobile Express can support Windows Authentication.

Internal-facing Deployment Considerations

When Mobile Express is added to an internal Microsoft Dynamics CRM server, access to the CRM data is available only through the corporate network, as shown in the following figure. Because this type of installation restricts Mobile Express access to those users connected to the corporate network, it should be used only for deployments where Mobile Express users will not need access through the Internet.

Understanding Data Security in Internet-facing Deployments

Mobile Express leverages all the Microsoft Dynamics CRM security tools to help ensure secure data transmission in an IFD.The IFD authentication process uses the following steps:

  1. Creates an instance of the CrmDiscoveryService Web service proxy: Obtains a list of available organizations from the CrmDiscoveryService Web service.
  2. (Optional) Finds the target organization in the list.
  3. Obtains a ticket from the CrmDiscoveryService Web service: Creates a CrmAuthenticationToken instance and sets its AuthenticationType, OrganizationName, and CrmTicket property values.
  4. Creates an instance of the CrmService Web service proxy and calls Web service methods.

Considerations for Importing and Exporting Customizations

When you are moving customizations from a pre-production environment to a production Microsoft Dynamics CRM environment, be aware that the import and export commands automatically manage both Microsoft Dynamics CRM and Mobile Express customizations.

Warning: If you have made customizations to Mobile Express forms and then perform an import of customizations from a server that does not have Mobile Express installed, your Mobile Express customizations will be removed.

Entities Available in Mobile Express

The following list describes the complete set of Microsoft Dynamics CRM entities available in Mobile Express and how users can work with them in Mobile Express. You can set up which specific entities are accessible to users.

  • Accounts: Enter a new account or review an existing account, which contains information about companies that do business with your organization.
  • Addresses: Enter a new address or look up information for an existing account or contact.
  • Appointments: Review existing appointments. An appointment does not include service activities or check for conflicts, and you cannot search for available times.
  • Campaigns: Review existing campaigns.
  • Cases: Review existing cases.
  • Competitors: Review existing competitors.
  • Contacts: Enter a new contact or review an existing contact.
  • Contracts: Review existing contracts.
  • E-mail Messages: Review sent, received, and pending e-mail messages.
  • Faxes: Review faxes that have been entered into the system.
  • Invoice Products: Review products associated with an invoice.
  • Invoices: Review existing invoices.
  • Leads: Enter a new lead or review existing leads.
  • Letters: Track when a letter has been sent or received.
  • Marketing Lists: Review existing marketing lists.
  • Notes: Add a new note to an activity or a record, or review an existing note.
  • Opportunities: Enter a new opportunity or review an existing opportunity.
  • Order Products: Review products associated with an order.
  • Orders: Review existing orders.
  • Phone Calls: Track when phone calls have been received or made. You cannot dial a phone number directly from this form.
  • Quote Products: Review products associated with a quote.
  • Quotes: Review existing quotes for opportunities, accounts, or contacts.
  • Service Activities: Review service activities.
  • Tasks: Create a new task or review an existing task.
  • Users: Review or search for people who have an active user account in Microsoft Dynamics CRM.

Installing Mobile Express

If your Microsoft Dynamics CRM environment is not up-to-date or you are installing Microsoft Dynamics CRM for the first time, you must first deploy and configure it before moving on to your Mobile Express installation:

The following installation instructions describe the procedures you need to follow to successfully install the Mobile Express update into your Microsoft Dynamics CRM environment.

Note: The installation instructions are the same for either deployment scenario. In both cases, you install the update onto your Microsoft Dynamics CRM server.

Steps to install Mobile Express

Log on to your Microsoft Dynamics CRM server using an account that has administrative privileges.

  1. Use a Web browser to navigate to: Microsoft Knowledge Base Article 971874: Mobile Express for Microsoft Dynamics CRM http://go.microsoft.com/fwlink/?LinkId=155338.
  2. Download the update installer onto your Microsoft Dynamics CRM server.
  3. On your Microsoft Dynamics CRM server, start the setup wizard. Follow the recommendations on the screen to confirm that you are ready to update your system, and then click Next.
  4. On the License Agreement page, review the information, select I accept this license agreement, and then click Next.
  5. On the Ready to Install Microsoft Dynamics CRM Update page, click Install.
  6. Installation has successfully completed when the Update (KB971874) Completed Successfully screen appears. Confirm the Restart the computer when the wizard closes check box is selected, then click Finish.

Microsoft Dynamics vs Salesforce.com

Microsoft Dynamics CRM 2011 - Free Analysis PDFClick here to access and download our Free Microsoft Dynamics CRM 2011 Analysis.

Comparison Topics addressed include:

  1. Salesforce.com vs Microsoft CRM
  2. Pros and Cons of SaaS vs On-premise CRM
  3. Crucial User Adoption Factors
  4. Total Cost of Ownership of Microsoft CRM

Free Excel CRM Tool to Compare Systems

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to access and download our Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison Topics include:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

Salesforce vs. Microsoft CRM 2011 Review Webinars

Join us for our webinar series as we explore the points outlined below – and hope to provide you valuable insight about this top-rated CRM solution. We hope that our comparison with Salesforce.com will help you on in your CRM evaluation.

Recorded Microsoft Dynamics CRM 2011 Webinars registration

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Posted in Microsoft CRM, Microsoft CRM 4.0, Mobile |

What Mobile Express Does and Doesn’t Do

May 24th, 2011 by

Admin Tips for MS Dynamics CRM Mobile Express

 

This document provides information about the installation, configuration, and management of Mobile Express.

This document has been written for IT professionals who are responsible for deploying server-side components into their Microsoft Dynamics CRM environments and who need to know the procedures to follow in order to successfully implement Mobile Express. This document also provides additional information for system administrators who need to know how to customize their users’ Mobile Express views.

This article focuses on the deployment of Mobile Express and assumes that you either already have a functioning Microsoft Dynamics CRM environment or will be installing Mobile Express at the same time as a new Microsoft Dynamics CRM system.

To install Mobile Express, you must have administrator permissions on your Microsoft Dynamics CRM server. To configure Mobile Express, you must have the System Administrator or System Customizer security role.

The ability for Mobile Express to access information through the Internet depends on your Microsoft Dynamics CRM environment being configured as an Internet-facing deployment (IFD). If your current system is not exposed to the Internet, users will be limited to accessing Mobile Express from within your corporate network.

What Mobile Express DOES do:

Mobile Express is a new feature in Microsoft Dynamics CRM that lets your users access CRM data and capabilities from a mobile device. Mobile Express runs in a mobile Web browser, such as Internet Explorer Mobile or Safari, on a Web-enabled mobile device. Because Mobile Express lets users stay connected remotely, they can access and use Microsoft Dynamics CRM when they are in the office, travelling, or at a customer location.

Mobile Express works well for:

  • Occasional access to your organization’s Microsoft Dynamics CRM environment.
  • Always-connected environments.
  • High-speed networks.
  • Completing a broad range of common CRM tasks.

What Mobile Express does NOT do:

A few things to note that Mobile Express does not do:

  • Mobile Express is not a smart client and does not store data locally; it is mobile Web browser-based and users must have an Internet or intranet connection to access customer information. There is no locally stored data option for offline use.
  • Mobile Express does not synchronize. Changes you make to your Microsoft Dynamics CRM environment through Mobile Express are immediately stored in the CRM database.

Dynamics CRM 2011 Evaluation

Microsoft Dynamics CRM 2011 - Free Analysis PDFClick here to access and download our Free Microsoft Dynamics CRM 2011 Analysis.

Topics addressed include:

  1. Salesforce.com vs Microsoft CRM
  2. Pros and Cons of SaaS vs On-premise CRM
  3. Crucial User Adoption Factors
  4. Total Cost of Ownership of Microsoft CRM

Free TCO Price Calculator for CRM Projects

Free CRM TCO (Total Cost of Ownership) Calculator ToolClick here to access and download our Free CRM TCO Calculator Tool.

With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO line items include:

  1. Annual License/User price
  2. Support
  3. Hardware (incl. Server and Users)
  4. Implementation
  5. Staff
  6. Network
  7. Mobile
  8. and much more.

Free CRM Tool to Compare Software Systems

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to access and download our Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison Topics include:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

Microsoft CRM 2011 Review Webinars

Join us for our webinar series as we explore the points outlined below – and hope to provide you valuable insight about this top-rated CRM solution. We hope that our comparison with Salesforce.com will help you on in your CRM evaluation.

Recorded Microsoft Dynamics CRM 2011 Webinars registration

Search terms for Compare CRM:

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Posted in Microsoft CRM, Microsoft CRM 4.0, Mobile |

Tips for Microsoft CRM Mobile

May 21st, 2011 by

How to use Mobile Express for MS CRM

This article describes what Mobile Express is and how you can use it on your Web-enabled mobile device to access your customer information from Dynamics CRM. Because Mobile Express lets you stay connected remotely, you can access and use Microsoft CRM from your mobile device whether you are in the office, traveling, or at a customer location.

Mobile Express is a feature in Microsoft CRM that enables you to access CRM data and capabilities simply and easily. With Mobile Express, you can use any mobile Web browser, such as Internet Explorer Mobile or Safari, in your Web-enabled mobile device to connect to your Dynamics CRM system. Mobile Express does not store data on your mobile device.

Mobile Express works well for the following:

  • Occasional access to Microsoft Dynamics CRM.
  • High-speed networks.
  • Completing a broad range of common CRM tasks.

Users are able to use Mobile Express to access to your customer relationship management (CRM) data.

Some organizations do not allow Internet access to Microsoft Dynamics CRM. In these instances, your mobile device must be connected to your corporate network to access Mobile Express. Your system administrator can tell you if your organization uses this type of set up.

Entities Available in Mobile Express

The following list describes the complete set of Microsoft Dynamics CRM entities that may be available in Mobile Express and how you can work with them in Mobile Express:

  • Accounts: Enter a new account or review an existing account, which contains information about companies that do business with your organization.
  • Addresses: Enter a new address or look up information for an existing account or contact.
  • Appointments: Review existing appointments. An appointment does not include service activities or check for conflicts, and you cannot search for available times.
  • Campaigns: Review existing campaigns.
  • Cases: Review existing cases.
  • Competitors: Review existing competitors.
  • Contacts: Enter a new contact or review an existing contact.
  • Contracts: Review existing contracts.
  • E-mail Messages: Review sent, received, and pending e-mail messages.
  • Faxes: Review faxes that have been entered into the system.
  • Invoice Products: Review products associated with an invoice.
  • Invoices: Review existing invoices.
  • Leads: Enter a new lead or review existing leads.
  • Letters: Track when a letter has been sent or received.
  • Marketing Lists: Review existing marketing lists.
  • Notes: Add a new note to an activity or a record, or review an existing note.
  • Opportunities: Enter a new opportunity or review an existing opportunity.
  • Order Products: Review products associated with an order.
  • Orders: Review existing orders.
  • Phone Calls: Track when phone calls have been received or made. You cannot dial a phone number directly from this form.
  • Quote Products: Review products associated with a quote.
  • Quotes: Review existing quotes for opportunities, accounts, or contacts.
  • Service Activities: Review service activities.
  • Tasks: Create a new task or review an existing task.
  • Users: Review or search for people who have an active user account in Microsoft Dynamics CRM.

Using Mobile Express

With Mobile Express, you can use any mobile Web browser in your Web-enabled mobile device to connect to your Microsoft Dynamics CRM system. Mobile Express accesses the same Microsoft Dynamics CRM environment and entities found in Microsoft Dynamics CRM. The primary difference between the two user environments is the display. Mobile Express provides a simplified layout to better support the small screen size of mobile devices. Mobile Express does not store data on your mobile device.

Note: You must have an Internet or intranet connection to use Mobile Express.

Microsoft Dynamics CRM 2011 - Free Analysis PDFMicrosoft Dynamics CRM vs Salesforce.com Analysis

Click here to access and download our Free Microsoft Dynamics CRM 2011 Analysis.

Topics addressed include:

  1. Salesforce.com vs Microsoft CRM
  2. Pros and Cons of SaaS vs On-premise CRM
  3. Crucial User Adoption Factors
  4. Total Cost of Ownership of Microsoft CRM

Free TCO Cost Calculator for CRM Projects

Free CRM TCO (Total Cost of Ownership) Calculator ToolClick here to access and download our Free CRM TCO Calculator Tool.

With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO line items include:

  1. Annual License/User price
  2. Support
  3. Hardware (incl. Server and Users)
  4. Implementation
  5. Staff
  6. Network
  7. Mobile
  8. and much more.

Free Excel Tool for comparing various CRM Systems

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to access and download our Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison Topics include:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

Microsoft CRM 2011 vs Salesforce Webinars

Join us for our webinar series as we explore the points outlined below – and hope to provide you valuable insight about this top-rated CRM solution. We hope that our comparison with Salesforce.com will help you on in your CRM evaluation.

Recorded Microsoft Dynamics CRM 2011 Webinars registration

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Posted in Microsoft CRM, Microsoft CRM 4.0, Mobile |

Mobile Express for Microsoft CRM

May 18th, 2011 by

MS Dynamics CRM 4 Mobile Express

Mobile Express for MS CRM 4.0 enables access to Microsoft CRM data in a Web browser on a mobile device. This download also installs Update Rollup 5 for Microsoft Dynamics CRM 4.0 (KB 970141), a tested, cumulative set of updates for Microsoft CRM 4.0.

Mobile Express for Microsoft CRM 4.0 gives users access to Microsoft CRM data through a Web browser on a mobile device. Mobile Express for Microsoft CRM 4.0 is installed on the server, not on the mobile device, and is configured in the Settings area of Dynamics CRM.

Note: This software is NOT required for users of MS CRM 2011.

Downloading and Installing Mobile Express for MS CRM

 

Downloading and installing Mobile Express for Microsoft Dynamics CRM 4.0 also downloads and installs Update Rollup 5 for Microsoft Dynamics CRM 4.0 (KB 970141) on your server, a tested, cumulative set of updates for Microsoft Dynamics CRM 4.0. It includes performance enhancements that are packaged together for easy deployment. It is highly recommended that you download and install Update Rollup 5 for Microsoft Dynamics CRM 4.0 (KB 970141) on your clients as well.

Important Notes:

  • Mobile Express for Microsoft Dynamics CRM is available only for Microsoft Dynamics CRM On Premise and Microsoft Dynamics CRM 4.0 Service Provider Editions. It is not available for Microsoft Dynamics CRM Online.
  • The current release of Mobile Express for Microsoft Dynamics CRM 4.0 is available in English only.

System Requirements for Mobile Express

  • Supported Operating Systems:Windows Server 2003;Windows Server 2008;Windows Vista;Windows XP

Prerequisites for Mobile Express:

  • Must be installed on a server running Microsoft Dynamics CRM 4.0 On Premise or Microsoft Dynamics CRM 4.0 Service Provider Editions.
  • You must have System Administrator permissions on the Microsoft Dynamics CRM server to install Mobile Express for Microsoft Dynamics CRM.
  • If you installed a prerelease version of Mobile Express for Microsoft Dynamics CRM 4.0, uninstalling is recommended before you install this version.

Instructions

Note: You must have System Administrator permissions on the Microsoft Dynamics CRM 4.0 server to install Mobile Express for Microsoft Dynamics CRM.

To install, do one of the following:

  • To start the installation immediately, click Run.
  • To save the download to your computer for installation later, click Save.
  • To cancel the installation, click Cancel.

Free TCO Calculator for CRM Projects

Free CRM TCO (Total Cost of Ownership) Calculator ToolClick here to access and download our Free CRM TCO Calculator Tool.

With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO line items include:

  1. Annual License/User price
  2. Support
  3. Hardware (incl. Server and Users)
  4. Implementation
  5. Staff
  6. Network
  7. Mobile
  8. and much more.

Free Excel Tool to Compare CRM Systems

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to access and download our Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison Topics include:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

Microsoft vs Salesforce Webinars

Join us for our webinar series as we explore the points outlined below – and hope to provide you valuable insight about this top-rated CRM solution. We hope that our comparison with Salesforce.com will help you on in your CRM evaluation.

Recorded Microsoft Dynamics CRM 2011 Webinars registration

Search terms for Compare CRM:

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Comment on this Post

Posted in Microsoft CRM, Microsoft CRM 4.0, Mobile |

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