1 Webfortis Logo                   Dynamics CRM

Customer Newsletter July 2009


Microsoft Dynamics CRM
Product News

  • Microsoft releases Accelerators for Dynamics CRM 4.0.  These accelerators are FREE to Microsoft Dynamics CRM 4.0 customers and are available for download here... Microsoft Accelerators. Webfortis can help you install and configure these accelerators.
     
  • Make sure your software is up to date.  The Update Rollup 5 for Dynamics CRM 4.0 to be released on tomorrow, July 2, 2009 and is available here.

If you need help installing your accelerators or software updates, contact Kyle at Webfortis!


Webfortis News

Of course you already know "We wrote the book on CRM", but did you know... Our Second book is now complete and ready for pre-order!!!

Book 4    

        Pre-Order Your Copy Here...

 

 


FREE Marketing for Your Company

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Become a Customer Reference and
Increase Your Company's Visibility!!!

 

Tips & Tricks

Customize Your CRM Views

Microsoft Dynamics CRM offers the ability to customize a number of different views to only display information the way you want to see it, but knowing what view to change can get kind of confusing.

Views help by displaying information where and when you need it.  

Visit us at Webfortis.com for instructions on customizing views.


Webfortis
Key Contacts

Marc Wolenik
CEO
marc@webfortis.com

Patrick Austin
Integrations Division Manager
patrick@webfortis.com

Beth Armendariz
CRM Online Division Manager
beth@webfortis.com

Kyle Mattila
Technical Support Specialist
kyle@webfortis.com

Suzanne Miller
Office Administrator
suzanne@webfortis.com

Company Contact Information:

Office: (916) 712-5451
Tollfree: (866) 279-5215
Fax: (916) 290-0401
Website:
www.webfortis.com


Important Links

CustomerSource

Microsoft Knowledge Base

Webfortis Blog

Microsoft Dynamics Community

Subscribe to Insights 

 

 Upcoming Events

Webfortis & Elypsis - Technology Showcase at: 
Wine Industry Technology Symposium
 (WITS)                   TheWineryCRM logo
July 16th & 17th, 2009
Marriott Napa Valley , California

     
Register Here

 Contact Patrick at Webfortis for your DISCOUNT CODE before you register!


FREE Monthly Webcasts

Webfortis now offers monthly webcasts showcasing Microsoft Dynamics CRM 4.0 and Microsoft Dynamics CRM Online fuctionality.

Join us each month to learn how you can get the most out of your Microsoft Dynamics CRM system.  Send an email to suzanne@webfortis.com if you would like to sign up.

Date

Topic

On Premise

Online

July 30, 2009

Facebook / Linked In
Integration

OnPremise_ok

Online_ok

August 19, 2009

Web to CRM / Internet Lead Capture

 

Online_ok

September 16, 2009

Data Import / Data Maps

OnPremise_ok

Online_ok

October 21, 2009

Marketing Campaigns

OnPremise_ok

Online_ok

November 18, 2009

Sales Overview

OnPremise_ok

Online_ok

If you need additional information contact Suzanne at Webfortis
 

Phrase of the Month

Cloud Computing - Software as a Service model wherein the vendor supplies the hardware infrastructure, the software product and interacts with the user through a web portal. Services can be anything from web-based email to database processing and Business Solutions. Because the vendor hosts both the application and the data, the end user is free to use the service from anywhere they have internet access.

Scalability is an important characteristic of cloud computing, it is the ability of hardware or software to continue to function well even when it is changed in size or volume to meet the needs of the user.

Contact Beth at Webfortis to get your copy of "Microsoft Online Services Business Value Whitepaper"