The CRM Business

Automate CRM: Easy Notes

by The CRM Business

The CRM Business works with clients across the UK to deliver CRM solutions based upon Microsoft Dynamics CRM. As specialists working with this product, we discover situations where we and our clients feel that processes can be streamlined and further time saved with the implementation of one or more of our “Automate CRM” add-on solutions.

These solutions are provided for you to use free of charge with your Microsoft Dynamics CRM 2011 implementation. All that we ask in exchange is that you list us as your Partner of Record on your Microsoft Dynamics CRM system – this costs you nothing.

Easy Notes:

Our Easy Notes solution for Microsoft Dynamics CRM has been designed to streamline working practices by automatically copying activity notes into the parent account notes area, reducing the number of clicks required to see an overview of all the activity related to any given account. This solution was developed to meet a common customer requirement to be able to see at a glance a summary of all recent activity / history without leaving the account form.

Please contact us to request a copy of this solution for use with your CRM 2011 Online system.

Automate CRM: Easy Notes has not been reviewed by any customers.

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The views and opinions submitted and expressed here are not those of Microsoft.

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