Author Archives for Pamela Finnerty

Understanding the different options for tracking E-mails in Microsoft Dynamics CRM

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Understanding the different options for tracking E-mails in Microsoft Dynamics CRM

- December 19, 2013

The power of Microsoft Dynamics CRM as far as tracking emails is great. It is also a little overwhelming. I...

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New licensing options for Microsoft Dynamics CRM 2013

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New licensing options for Microsoft Dynamics CRM 2013

- October 31, 2013

At the Orion Partner Blitz Training, Microsoft announced three new licensing level options for Microsoft Dynamics CRM Online 2013. This...

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“Click to Call” the New Microsoft Dynamics CRM 2013 Phone Feature

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“Click to Call” the New Microsoft Dynamics CRM 2013 Phone Feature

- August 13, 2013

Microsoft Dynamics CRM is only getting better!  The new phone feature will enhance the user’s communication experience by simply clicking...

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Data ownership and accountability:  Who is responsible in your CRM system?

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Data ownership and accountability: Who is responsible in your CRM system?

- July 31, 2013

Time and time again, we continue to see the internal business process struggles of data ownership.  The question becomes ‘Who...

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