If you’re looking for an excuse to implement or upgrade the newest 4.0 version of Dynamics CRM, I now have 60 reasons ready for you. This should be a must read for those evaluating Microsoft Dynamics CRM 4.0 for their business.

Just to list a few:

  • Reporting Wizard that allows you to create and run custom reports in minutes; in fact, no report development experience is required. This includes offline and scheduled reporting.
  • Easier-than-ever Workflow Wizard to streamline your business processes without custom programming.
  • New Data Import Wizard to easily map and drop your new leads, contacts and other records into CRM.
  • Internet Facing Deployment for accessing your CRM data securely, without the need for a VPN connection.
  • Design, upload and share Mail-Merge Templates across your organization.
  • Integration with Microsoft Office Communication Server to see who is online and communicate with them.
  • Tighter integration with Microsoft Office software like Word and Excel, where you can import data dynamically from CRM and refresh as needed.
  • Advanced Entity Relationship Modeling that allows you to tailor CRM to work the way you do.

If any of these features sound exciting to you, then feel free to download the full white paper below or go directly to the Microsoft Partner download site.

Microsoft Dynamics CRM 4.0 – Top 60 New Features (PDF, 1.7 MB)

Review the table of contents after clicking the link below.

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Optimize Glow (small)The Microsoft CRM Team Blog announced a useful white paper for tips on optimizing your deployment of Dynamics CRM 4.0.

Download my PDF version at the link below, or go directly to Microsoft’s download page.

NOTE: Click on the “Read More” link below for the Table of Contents of this white paper.

Overview
This white paper provides techniques, considerations, and best practices for optimizing and maintaining the performance of Microsoft Dynamics CRM 4.0 implementations. Structured to support a tier-based optimization methodology, the paper includes a section dedicated to optimizing and maintaining each of the Client, Application, and Data tiers. For each tier, the paper addresses the relevant components of the broader implementation. This white paper also includes links to additional information and resources, such as performance enhancements, security updates, Knowledge Base articles, and related Microsoft Dynamics CRM documentation.

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