About Kristen Holmes

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So far Kristen Holmes has created 6 blog entries.
28 10, 2016

Tech Tip – Delay Sending an Email Until a Later Time in Microsoft Outlook

By | October 28th, 2016|Uncategorised|Comments Off on Tech Tip – Delay Sending an Email Until a Later Time in Microsoft Outlook

Have you ever wanted to send an email to someone but didn't want to send it at that exact time? Let's say, for example, you wake up in the middle of the night and suddenly the solution to that excel problem you were struggling with is right there in front of you. You immediately want [...]

11 10, 2016

Tech Tip – How to Quickly Create a Record in CRM

By | October 11th, 2016|CRM, Dynamics, Tip Tuesday, Uncategorised|Comments Off on Tech Tip – How to Quickly Create a Record in CRM

For those times when we are rushed, either on the phone or just trying to get things crossed off your task list, CRM offers the Create command that allows you to quickly add data records for pretty much any data type. This handy feature is available from any screen, so regardless of what you're working on, [...]

5 10, 2016

Feature Focus: CRM Marketing Lists

By | October 5th, 2016|Dynamics, Feature Focus, Microsoft|Comments Off on Feature Focus: CRM Marketing Lists

One of our goals as technical services provider is to make sure our customers have the opportunity to take advantage of all of the features included in the solutions that we recommend. Microsoft Solutions such as Microsoft SharePoint, Microsoft Dynamics CRM and Microsoft Dynamics NAV are powerful solutions that are widely used, yet so many [...]

6 06, 2016

Feature Focus: Microsoft Power BI Q&A

By | June 6th, 2016|Microsoft|Comments Off on Feature Focus: Microsoft Power BI Q&A

Available to you with the purchase of an Office 365 licence, Microsoft Power BI (Business Intelligence) is the reporting tool you’ve been waiting for. With Power BI, you can visualize your business data in an intelligent, easy to understand format – one that that can be presented, shared, analyzed, manipulated and questioned using a simple [...]

11 04, 2016

Save Time With ClickDimensions Forms and Microsoft Dynamics CRM

By | April 11th, 2016|Uncategorised|Comments Off on Save Time With ClickDimensions Forms and Microsoft Dynamics CRM

People have been capturing information using online forms for a long time now. We see them on web sites as contact forms, event registration, customer feedback forms, surveys and more. Forms offer a great way to collect information from existing and potential clients. They are convenient and allow you to capture the exact information that [...]

21 03, 2016

8 Reasons to Consider a Customer Portal for Microsoft Dynamics NAV

By | March 21st, 2016|Dynamics, Microsoft, NAV, Portal|Comments Off on 8 Reasons to Consider a Customer Portal for Microsoft Dynamics NAV

Are you… Looking for a way to make business transactions more convenient for your customers? Spending numerous hours manually processing invoices, customer inquiries, or payments? Exploring ways to provide better service to your customers and create more sales opportunities? Exceed customer expectations with an easy to implement customer portal that provides your customers [...]