xRM Vision: Microsoft Dynamics CRM and LOB Applications

Take the ―C out of ―CRM and you‘re left with Microsoft Dynamics Relationship Management.  Microsoft Dynamics CRM is not just about sales and marketing.  It‘s a platform for developing line of business applications—applications that manage and track information and processes around real-world objects.  In this case, the object could be a customer, a grant, building, or a potential new vendor.  The point is that core relationships can be managed and extended.  And that’s xRM.  Capitalizing on a shared platform and resources, xRM can provide the following LOB applications:

Read More

Microsoft Hosted CRM Add-Ons: Virtual Earth Connector

The functionality of a Hosted Microsoft CRM deployment can be extended in a number of ways.  One way is through the Virtual Earth Connector.  It allows a user to plot directions to a Lead, Contact or Account with a single click. The tool provides contextual access to Virtual Earth from the Lead, Contact, Account and Appointment forms. Additional features include the following:

Find Leads, Contacts or Accounts within a particular geographic location

  • Find hotels, restaurants, airports, etc. within a particular geographic location
  • Plot directions to multiple destinations with optimal route selection
  • Single click e-mail to Outlook or PDA
  • Single click print
  • Real-time traffic information
  • City and State lookup based on Zip Code
  • Address Verification
  • Synchronization of directions to mobile device


















Read More