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Core Solutions

Microsoft CRM
provides a unified view of customer information and interactions through integrated sales, marketing, and customer service features. This approach enables organizations to share information, accelerate sales, identify new revenue opportunities, and deliver more consistent customer service.
 
MSCRM Sales Module MSCRM Service Module
MSCRM Marketing Module What's new in CRM4

Click on a Product above to learn more.

For more information about Microsoft CRM Dynamics please fill out this brief form and check all the items in which you're interested.

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Microsoft CRM Remote
Administration Program
Contact us.

Would you like to have access to 5 Microsoft CRM gurus for less than half the cost of a full-time person?

Do you struggle to manage and administer Microsoft CRM by shuffling tasks among an already busy team?

Is your payback from Microsoft CRM disappointing because you spend more time administering TO it than selling WITH it?

Core Solutions, Inc. can help, providing Microsoft CRM expertise where and when you need it. We offer a Remote Administration service to boost GoldMine's performance, improve your profits and provide peace of mind.

Our premium service includes:

  1. Full coverage: Monday to Friday, 8 AM to 5 PM (Eastern)
  2. Database maintenance: pack, rebuild, index, back-up, maintain user settings, modify structure
  3. Help desk: support on-call, on-demand
  4. Reporting: system utilization alerts and feedback to monitor usage, compliance and performance
  5. Check-ups: quarterly check ups by our team
  6. Tips & Tricks: our gurus are the best in the business, we can help you get more out of Microsoft CRM

You can also arrange to have us fill in the gaps when your own administrator is away or on-call -- either by scheduling in advance or retaining us to be on-call as back-up. To learn more, contact us TODAY.

c360
Share your CRM Calendar with other Users.
Scribe
Import data to Microsoft CRM quickly, cleanly and accurately.
Salescentric

SalesCentric Relationship Charts™ will increase the value you achieve from CRM.

Core Solutions

Four very useful enhancements for CRM: SendOutlook, Account Address, Phone Number Formatting and Zip Code Verification.

 

Core Solutions, Authors of Microsoft CRM4 for Dummies
Microsoft CRM4 for Dummies
Is Here

Core Soltuions' Scott Weiss and Joel Scott have co-authored this informative reference book. Learn all the new features found in the latest version of Microsoft CRM Dynamics.

 
MSCRM Training Dates from Core Solutions

MSCRM Training Dates from Core Solutions

MSCRM Training Dates from Core Solutions

Note: web-based training is presented live and is copyrighted by Core Solutions, Inc. Unauthorized recording and/or distribution of the presentation or supplied materials is strictly prohibited. All dates are subject to change without notice.


Web-Based Training: Microsoft CRM Dynamics Sales End User

  • Overview of main screen
  • Navigation
  • Entering new Contacts and Accounts
  • Updating records
  • Searching records
  • Advanced Find
  • Scheduling Activities
  • Creating Opportunitites
  • Creating Quotes
  • Integration with Outlook
Date
All Times Eastern
Cost
Register
November 11
1-4:30 PM
$189
December 9
1-4:30 PM
$189
January 13
1-4:30 PM
$189

Web-Based Training: Microsoft CRM Dynamics Marketing End User

  • Advanced Find  
  • Creating Marketing Lists
  • Creating Campaigns
  • Creating Campaign Activities
  • Distributing Campaign Activities
  • Tracking Campaigns  
 
Date
All Times Eastern
Cost
Register
November 12
8:30 AM-Noon
$189
December 10
8:30 AM-Noon
$189
January 14
8:30 AM-Noon
$189

Microsoft CRM Dynamics Admin at our Training Facility in Newton, MA
  • User Settings
  • Creating Attributes
  • Creating Entities
  • Creating Forms
  • Creating Lists
  • Publishing your Work
  • Configuring Outlook Integration
  • System Settings
  • Creating Products
  • Creating Templates
Date
All Times Eastern
Cost
Register
December 18/19
8:30 AM - Noon, 1-4:30 PM
$1475

 

 

 

 

 

 

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