Microsoft Dynamics Conference Room Pilot
Nov12

Microsoft Dynamics Conference Room Pilot

Microsoft Dynamics Conference Room Pilot Microsoft Dynamics 365 Sales CRM Booster ; Why You Need a Microsoft Dynamics Conference Room… Continue Reading Gordon Schrenk’s Article on their blog Microsoft Dynamics Conference Room Pilot – Azamba Consulting Azamba will have access to you and other key representatives of your organization in a timely manner. * Azamba will have remote access to the system as necessary prior...

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Dynamics is Discontinuing the Old User Interface – Is Your Business Ready?
Nov11

Dynamics is Discontinuing the Old User Interface – Is Your Business Ready?

Dynamics is Discontinuing the Old User Interface – Is Your Business Ready? Dynamics is Discontinuing the Old User Interface – Is Your Business Ready?

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3 Simple CRM Strategies to Optimize Your Remote Office During COVID-19
Mar24

3 Simple CRM Strategies to Optimize Your Remote Office During COVID-19

It’s time to reframe what it means to work together The global pandemic known as COVID-19 has sent a massive number of… Continue Reading Mariam Florio’s Article on their blog 3 Simple CRM Strategies to Optimize Your Remote Office vs COVID-19 Everyone is very focused on their health and safety right now-as they should be-but online security should be high up on the list of other priorities. Whether you’re a CRM...

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How to Assign a Security Role to a User in Microsoft Dynamics 365
Mar19

How to Assign a Security Role to a User in Microsoft Dynamics 365

Assign or change security roles in 6 simple steps This time in Microsoft Dynamics Support, we’ll look at how to assign… Continue Reading David Marincic’s Article on their blog How to Assign a Security Role to a User in Microsoft Dynamics 365 This time in in Microsoft Dynamics Support, we’ll look at how to assign a security role to a user Microsoft Dynamics 365 Customer Engagement. Security roles grant specific,...

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An Easier Way to Boost CRM Value
Mar03

An Easier Way to Boost CRM Value

Introducing boosters for Microsoft Dynamics 365 and Sage CRM! Here at Azamba, we spend an awful lot of time thinking about… Continue Reading David Marincic’s Article on their blog An Easier Way to Boost CRM Value – Sage CRM & Microsoft Dynamics Here at Azamba, we spend an awful lot of time thinking about how to ensure our customers generate maximum value from their CRM. That’s why we developed the OnTrack...

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How to Create a Dynamics 365 Follow-up Task from an Outlook Email
Jan23

How to Create a Dynamics 365 Follow-up Task from an Outlook Email

Never fail to follow up! Have you ever found it difficult keeping track of who has (and hasn’t) responded to your… Continue Reading Eric Anderson’s Article on their blog How to Create a Dynamics 365 Follow-up Task from an Outlook Email Have you ever found it difficult keeping track of who has (and hasn’t) responded to your emails? Most of us have. Fortunately, there’s a very simple trick that will ensure...

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Not Ready for the Microsoft Unified Interface?
Jan16

Not Ready for the Microsoft Unified Interface?

How to reschedule your Dynamics 365 upgrade As announced last September, Microsoft is deprecating the legacy web client… Continue Reading Eric Anderson’s Article on their blog Not Ready for the Microsoft Unified Interface? Reschedule Your Upgrade! As announced last September, Microsoft is deprecating the legacy web client for Dynamics 365 CRM this year, and Dynamics 365 customers who are still using the legacy web client...

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How to Create a System View in Microsoft Dynamics 365 for Sales
Jan09

How to Create a System View in Microsoft Dynamics 365 for Sales

Create an optimal experience for CRM users This time in Microsoft Dynamics Support, we’ll look at how to create a… Continue Reading David Marincic’s Article on their blog How to Create a System View in Microsoft Dynamics 365 for Sales Modifying an existing system view is the better option when you find a view that meets most of your organization’s needs but requires a bit of work to optimize. You can use the existing...

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The Empowered Agent: A Customer Service Agent’s First Reflection On CRM
Dec18

The Empowered Agent: A Customer Service Agent’s First Reflection On CRM

Are your customer service agents empowered? My name is Dan Simpson and I am a new Azamba CRM Concierge. I facilitate implementation of Sage and Dynamics… Continue Reading Dan Simpson’s Article on their blog The Empowered Agent: A Customer Service Agent’s 1st Reflection on CRM Even if you have never worked in customer service or sales, you might be able to imagine the kinds of software an agent would use to help you...

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How to Create a Dynamics 365 Contact Record from Outlook Using the Dynamics 365 App for Outlook
Dec12

How to Create a Dynamics 365 Contact Record from Outlook Using the Dynamics 365 App for Outlook

Track contacts without disrupting your workflow This time in Microsoft Dynamics Support, we’ll look at how to create a… Continue Reading Eric Anderson’s Article on their blog How to Create a Microsoft Dynamics 365 for Sales Contact from Outlook Looking for a helping hand with Dynamics 365? Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including: unlimited diagnostic...

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How to Create a Dynamics 365 Email Template and Use it in Outlook Emails
Nov21

How to Create a Dynamics 365 Email Template and Use it in Outlook Emails

Ensure offline mobile Dynamics 365 access This time in Microsoft Dynamics Support, we’ll look at how to create an email… Continue Reading Eric Anderson’s Article on their blog How to Create a Dynamics 365 Email Template and Use it in Outlook Email Dynamics 365 email templates save you time by adding CRM info into pre-built messages for common email types. Learn how to create and use them in Outlook! Blog Syndicated with...

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How to Set Up Mobile Offline Profiles in Microsoft Dynamics 365 Customer Engagement
Jul18

How to Set Up Mobile Offline Profiles in Microsoft Dynamics 365 Customer Engagement

Calculating and managing goals Last time in Microsoft Dynamics Support, we looked at how to enable mobile offline… Continue Reading Dinesh Joseph’s Article on their blog How to Set Up Mobile Offline Profiles in Microsoft Dynamics 365 Customer Engagement – Azamba Consulting Group Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including: unlimited diagnostic support...

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CRM vs. ERP – What’s the Difference?
Jul02

CRM vs. ERP – What’s the Difference?

…and which is best for your business? Welcome to CRM 101, your introductory course to customer relationship management… Continue Reading David Marincic’s Article on their blog CRM vs. ERP: What’s the Difference & Which is Best for Your Business? ERP stands for “Enterprise Resource Planning.” ERP is designed to improve the efficiency of your business processes to reduce overhead and cut costs....

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Is There a Microsoft Dynamics CRM Migration Tool?
May01

Is There a Microsoft Dynamics CRM Migration Tool?

Know your cloud migration options Is your businesses one of the thousands using Microsoft Dynamics CRM On Premises? Would you like to take advantage of… Continue Reading Eric Anderson’s Article on their blog

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OnTrack Microsoft Dynamics CRM Migration System
Apr19

OnTrack Microsoft Dynamics CRM Migration System

Microsoft Dynamics CRM Migration System ; What will OnTrack do for my company? 1. Migrate your organization from a Microsoft Dynamics CRM on-premises installation… Continue Reading David Marincic’s Article on their blog OnTrack Microsoft Dynamics CRM Migration System 1. Migrate your organization from a Microsoft Dynamics CRM on-premises installation to Microsoft Dynamics 365 in the cloud quickly and easily. 2. Help you get...

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Microsoft Wins 4th Straight Web Support CRM Service Award
Apr03

Microsoft Wins 4th Straight Web Support CRM Service Award

Also takes home top honors in Customer Case Management and Contact Center Search CRM Magazine released their 16th annual CRM Service Awards this week,… Continue Reading David Marincic’s Article on their blog

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The One Simple Thing That Changed My Mind about Cloud Software (and Might Change Yours, Too!)
Feb20

The One Simple Thing That Changed My Mind about Cloud Software (and Might Change Yours, Too!)

What’s the big deal about the cloud? I admit it. I’ve never been gung-ho about cloud software. I know it probably sounds odd considering I make my… Continue Reading Peter Wolf’s Article on their blog

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Smart IT Services Firms Seize Opportunity with Microsoft Business Applications
Feb07

Smart IT Services Firms Seize Opportunity with Microsoft Business Applications

As Microsoft moves to the cloud, opportunity abounds “Accelerating the ISV Opportunity” by Steven “Guggs” Guggenheimer came across my LinkedIn feed recently, and it’s certainly worthy of a read for all of us in the Microsoft Channel—whether you… Continue Reading Peter Wolf’s Article on their blog

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Azamba Adds Microsoft Dynamics Sales and Support with QuantaCRM Merger
Nov07

Azamba Adds Microsoft Dynamics Sales and Support with QuantaCRM Merger

[youtube https://www.youtube.com/watch?v=q86tkarlBo8?feature=oembed&w=1080&h=608] As president of both Azamba Consulting Group and QuantaCRM, I’m happy to announce that we are merging our two companies together to add Microsoft Dynamics sales and support to Azamba. There are several reasons… Continue Reading Peter Wolf’s Article on their blog

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How to Change the Number of Rows on a Grid in Microsoft Dynamics 365 for Sales CRM
Aug23

How to Change the Number of Rows on a Grid in Microsoft Dynamics 365 for Sales CRM

The default of 50 isn’t optimal for everyone This week in Microsoft Dynamics Support, we’ll look at how to change the… Continue Reading Dinesh Joseph’s Article on their blog How to Change the Number of Rows on a Grid in Microsoft Dynamics 365 The work around is very simple. You will remove the default Activities section, and then replace it with a new Activities section. This new Activities section will have more...

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How to Add a Reason to Disqualify a Lead in Microsoft Dynamics 365 for Sales CRM
Aug16

How to Add a Reason to Disqualify a Lead in Microsoft Dynamics 365 for Sales CRM

When the defaults don’t do the job This week in Microsoft Dynamics Support, we’ll look at how to add a reason to… Continue Reading Ibrar Taki’s Article on their blog How to Add a Reason to Disqualify a Lead in Microsoft Dynamics 365 CRM 1.) Open the lead. 2.) From the command bar, click Disqualify and select a reason: 1.) Go to Settings> Customization> Customize the System. 2.) Expand the Entities menu: 3.) Scroll...

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How to Manage Goals in Microsoft Dynamics 365 for Sales CRM
Aug09

How to Manage Goals in Microsoft Dynamics 365 for Sales CRM

Calculating and managing goals Last time in Microsoft Dynamics Support, we looked at how to set up a new goal and goal… Continue Reading Ibrar Taki’s Article on their blog How to Manage Goals in Microsoft Dynamics 365 for Sales CRM Microsoft Dynamics 365 automatically calculates goals every 24 hours by default. If you need more frequent updates, a system administrator can set those calculations to happen more frequently...

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How to Set Up a New Goal in Microsoft Dynamics 365 for Sales CRM
Aug02

How to Set Up a New Goal in Microsoft Dynamics 365 for Sales CRM

Follow this 3-step process This week in Microsoft Dynamics Support, we’ll look at how to set up a new goal and goal… Continue Reading Ibrar Taki’s Article on their blog https://www.azamba.com/2018/08/02/how-to-set-up-a-new-goal-in-microsoft-dynamics-365-for-sales-crm/ Blog Syndicated with Ibrar Taki’s Permission

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3 Ways Microsoft Dynamics Cloud Security Keeps Your CRM Data Safe
Aug01

3 Ways Microsoft Dynamics Cloud Security Keeps Your CRM Data Safe

Is your CRM data this well protected? CRM is an incredibly powerful tool for managing the information that drives your business. And over the past… Continue Reading David Marincic’s Article on their blog

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5 Simple CRM Terms That Will Up Your Dynamics 365 Game
Jun06

5 Simple CRM Terms That Will Up Your Dynamics 365 Game

Learn the CRM Terms You Need to Know to Become a Process Flow Pro!   Are you new to the CRM morpheme scheme and looking to learn the language? Perfect your dialect? Enhance your parlance? Enact some spectacular CRM vernacular? Then look no further!   [youtube… Continue Reading Mariam Florio’s Article on their blog

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Cloud vs. On-Premise CRM
Mar14

Cloud vs. On-Premise CRM

Which is best for your business? Just ten years ago, on-premise CRM represented the majority of the CRM market. According to a Software Advice study, 88% of CRM buyers preferred on-premise solutions in 2008. But by 2014, the numbers… Continue Reading David Marincic’s Article on their blog

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Brian’s Advanced Find
Jan31

Brian’s Advanced Find

A Dynamics 365 CRM parody short Peter and Mariam are heading to Las Vegas for a professional conference. All they need now is a list of their Nevada… Continue Reading Gordon Schrenk’s Article on their blog

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3 Reasons to Use Your Free Microsoft Dynamics 365 Sandbox Instance
Jan10

3 Reasons to Use Your Free Microsoft Dynamics 365 Sandbox Instance

A sandbox is more valuable than many realize Did you know that your Microsoft Dynamics 365 for Sales subscription includes a free sandbox instance?… Continue Reading David Marincic’s Article on their blog

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The Value of Out-of-the-Box Microsoft Office Integration in Dynamics 365 for Sales
Jan02

The Value of Out-of-the-Box Microsoft Office Integration in Dynamics 365 for Sales

How big a selling point is it? The most important consideration when deciding whether to invest in CRM (and which CRM to invest in) is the return value… Continue Reading David Marincic’s Article on their blog

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SCOTtish summit 2021

On February the 27th Scottish Summit 2021 will come to you as a virtual event. With over 250 sessions from all Microsoft technologies. You need to register for your FREE ticket and download the Scottish Summit App to see all the great sessions.