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Articles onmicrosoft crm

Code refactoring and extensive testing of CBN TV’s CRM system

WaveAccess redesigned a single integrated CRM system based on Microsoft Dynamics 365 for CBN, an American TV network. Code refactoring and extensive testing ensured the correct operation of the system.

December 10, 2019

Data migration and custom synchronization for a tour operator

WaveAccess has set up data integration between Microsoft Dynamics 365 and Microsoft Office 365 cloud services for GoingRussia, a tour operator. Data migration and custom synchronization were implemented using SyncIT platform.

December 4, 2018

Integrating CRM and IP-PBX in an education company

Our solution for integrating Microsoft Dynamics CRM with a phone system based on the Asterisk engine allowed Maximum, an education company, to improve the work efficiency of a large-scale call center. Learn more.

November 29, 2018

Integration of PBX and CRM system in BLAGOSOSTOYANIE Fund

WaveAccess implemented a solution for integrating Asterisk-based telephony with Microsoft Dynamics CRM for the Non-State Pension Fund BLAGOSOSTOYANIE. It allows the fund to personalize and improve communications with customers.

November 5, 2018

How to encourage highly competitive sales managers to collabor...

Thanks to WaveAccess CRM Gamification Tool, you can create a team environment and encourage sales team members with group goals and incentives. It is a Microsoft CRM gamification add-on that introduces game mechanics in your CRM.

September 8, 2015

Relationship Charts visualization capabilities

C4CRM Relationships Chart tool goes beyond capabilities of Dynamics CRM 2015 built-in Hierarchy Visualizations and eliminates critical limitations in the visualization that many CRM projects face.

August 26, 2015

Reducing clients’ waiting period during the call

It’s impossible to constantly expand the call-center or lose customers because of the large queues on the line. Our Gamification Tool for Dynamics CRM can help develop a highly motivated team by adding built-in incentives.

August 12, 2015

Close more deals faster with WaveAccess CRM Gamification Tool

Sales improvement means a highly encouraged team with initiative. Motivate your employees to close deals more quickly and optimize their workflow with a powerful WaveAccess CRM Gamification tool.

July 30, 2015

Import of complex Excel files into Microsoft CRM

It is a common task to import data into CRM from another system on the condition that the export format is limited. How to use CRM Migration Tool (powered by SyncIT) when complex Excel files should be imported into Microsoft CRM?

August 25, 2014

New Relationship Charts’ functionality - Generation Templates!

We are proud to announce a new Relationship Charts version with lots of enhancements and features added: one is the Generation Templates functionality that allows users to have their charts automatically populated on defined events.

August 6, 2014

Amazing success of WaveAccess “Relationship Charts Webinar”

We want to thank all attendees for an active participation in the webinar! All questions were very practical and suggestions were extremely relevant. The next Relationship Charts online session is scheduled for July. Stay tuned!

June 16, 2014

How to measure Microsoft CRM user adoption?

The ability to evaluate and improve user adoption is an integral part of the successful CRM implementation and its efficient operation. Gamification Tool is a perfect solution to that issue.

April 18, 2014

Migration from CRM 4 / CRM 2011 On-premise to CRM 2013 Online

This post summarizes our experience of performing migrations for CRM 2013. It outlines the tasks that need to be executed, and refers to the tools and useful articles that can be utilized to accomplish these tasks.

December 5, 2013

Scribe brief overview

Evaluating Microsoft Dynamics CRM migration with the Scribe tool.

December 5, 2013
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