Customer Effective Blog
Microsoft Dynamics CRM offers users a variety of methods for users to analyze data. Out of the box we have views, filters, advanced find,record counts on views, report builder, charts, dashboards, Excel exports, pivot tables, and other options. With all...
Today's post is for my fellow JavaScript junkies. If you aren't using IE Developer Tools, then check out a few posts. I'd highly recommend checking out Microsoft's pages to realize instant productivity gains. Seriously, it's awesome. Changing Scope The first...
Below is a 2-minute demonstration of how Microsoft Dynamics CRM can be integrated with a teller system. The scenario shows how a teller can receive next-best-product and eligible promotions directly in their teller system during a client transaction. The data...
Events
- Jun
- 20
Customer Effective: Wealth Management Webinar
Join Customer Effective's Director of Product Marketing, Brad Koontz and Solutions Consultant, Kevin Wessels for a webinar focused on Microsoft Dynamics CRM for Financial Advisors.
- Sept
- 11-13
2013 Customer Effective Conference
Mark your calendars for the 2013 Customer Effective Conference. The 2013 Conference will take place at the fully renovated Hyatt Regency in Downtown Greenville in September.