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 2009 November CRM Newsletter


Microsoft Dynamics CRM
Product News

Cumulative Rollup 7 Is Now Available!

This rollup has many fixes & performance improvements to it.  There are too many to list - see our blog post.  It is "Highly" recommended!

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Social Networking with Microsoft Dynamics CRM

Customer Support or Lead Generation via Twitter? It is now possible with the free Social Networking Accelerator for Microsoft Dynamics CRM.

With the new Social Networking Accelerator for Microsoft Dynamics CRM organizations are now able to monitor and analyze customer conversations. Provide them with real-time updates, drive customer satisfaction and identify new opportunities.

For more information on getting this accelerator or Rollup 7 installed,
contact Kyle at Webfortis!


On the Horizon...

New Outlook Client

The NEW Outlook Client is available!  This new version promises SIGNIFICANTLY improved performance (no more crashes, higher tolerance, etc.).

Note: Client is currently available for On-Premise only; Online is due out shortly.


Webfortis News

Finally, Our Second book is now complete and available.

Book 4    

 Order Your Copy Here...

SNEAK PEEK: For a FREE copy of our "Mapping" Chapter, send an email to Kyle

 


Important Links

CustomerSource

Microsoft Knowledge Base

Microsoft Dynamics Community

Subscribe to Insights 


Tips & Tricks
 

Keyboard Shortcut to Form Assistant

From within an Activity or Opportunity screen you can quickly open up the Form Assistant on the right hand side of the window pane. Press the following keys to activate it: 'Ctrl + Shift + F'. This is sure to save you a second or two!

For more information call Webfortis at
(916) 712-5451, or send your request to info@webfortis.com


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
Project Coordinator
suzanne@webfortis.com

Abigail Smyth
Marketing Specialist
abigail@webfortis.com


Company Contact Information:

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



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Upcoming Events

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.  Register here if you would like to sign up.

Novemver Events 

 If you need additional information contact Suzanne at Webfortis
 

Phrase of the Month

Social CRM (as defined by Paul Greenberg)

a philosophy & a business strategy, supported by a technology platform, business rules, workflow, processes & social characteristics, designed to engage the customer in a collaborative conversation in order to provide mutually beneficial value in a trusted & transparent business environment. It's the company's response to the customer's ownership of the conversation.

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