Microsoft CRM and MYOB Integration
You know it, the accounts team have just added a new client to the accounts system, it is one that you already have in the CRM system, and yes, they both have different addresses, which one is right? The same thing happens in reverse too! Wouldn’t it be so much simpler if you could input the details in one system and have them populate the other one!
Backing up your CRM Customisations!
Oh the irony of it. As IT professionals we always harp on about backing up, continuity planing and disaster recovery, but how many of us practice it and how many of our customers don’t!
Following up with detail
CRM has this great feature that allows you to click on a button and create a follow up action. You can create a task, appointment, phone call just by clicking on this button.
