WHITE PAPER - To more clearly understand how wealth management firms are using Microsoft Dynamics CRM, Microsoft turned to IT advisory firm Mainstay Partners for an independent assessment. Mainstay Partners interviewed a number of firms to identify the measurable benefits they have achieved through deploying Microsoft Dynamics CRM.
Posted: August 25, 2009 | Published: August 25, 2009


Topics:  CRM | CRM Software | Customer Data Integration | Customer Data Management | Customer Profiles | Customer Service | Microsoft Outlook | Wealth Management

WHITE PAPER - This white paper explains how to use Encrypting File System (EFS), a feature that is provided by default in the Windows® operating system, to protect data in Microsoft Dynamics CRM clients for Outlook Compatibility Update running on Windows XP Professional Service Pack 2 (SP2).
Posted: August 25, 2009 | Published: June 28, 2007


Topics:  CRM | CRM Software | Database Security | Laptop Computers | Microsoft Outlook | SQL Server

WHITE PAPER - This white paper provides core principles companies can use to help them select a CRM system that each sales user feels was built just for them.
Posted: February 20, 2009 | Published: February 20, 2009


Topics:  Business Development | CRM | Customer Data Management | Customer Service | Dashboards | Microsoft Outlook | ROI | Sales | Security