Category Archives: Microsoft Dynamics CRM

End to End Property Management Software in Microsoft Dynamics

CORE Real Estate and Binary Stream have teamed up to bring you an end to end property management solution using Microsoft Dynamics GP and CRM.

This video will show you how to:

  •  Manage all prospective tenant relationships and track important tenant and lease information.
  • Record activities associated with your property or tenant.
  • Track and manage building assets and schedule maintenance and service activities.
  • Easily view all vacant units in your property.
  • Track all lease agreements and automatically receive lease renewal notifications.
  • Automate workflows to process tenant information from initial contact, leasing, and renewal through move-out.
  • Record and track tenant cases and close them once they have been resolved.

For more information please contact us!

Microsoft Dynamics CRM Server Price Increase Announced for July 1st, 2014

Microsoft-Dynamics-CRM-shortRight now, with the purchase a Microsoft Dynamics CRM license, GP customers receive a Dynamics CRM server at no extra cost. This saves you over $8,000.  Effective July 1st, 2014, Microsoft will no longer offer the 1st CRM Server free of charge to Microsoft Dynamics GP customers.

So if you are thinking about purchasing Microsoft Dynamics CRM – now is the time to do so.

What is Microsoft Dynamics CRM?

Customer Relationship Management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customers service fields.

  • Sales – Connect, personalize, and turn more leads into sales
  • Customer Care – The insight you need to stop selling and start partnering
  • Marketing – Marketing automation that is data-driven and channel-agnostic
  • Social – Social insight and collaboration in-context, not in separate apps.

Do you want to purchase CRM but you’re not a GP customer?

Until July 1st, if you purchase a GP license for $5,000 and one CRM license – you will receive a free CRM server. This is actually cheaper than purchasing a Dynamics CRM server alone.

Microsoft Dynamics CRM & GP work better together.

If you have any questions or comments please contact us.  

Microsoft Convergence 2014 – Atlanta

photoThis year we were fortunate enough to travel to Atlanta for Microsoft Convergence 2014.

This year was the biggest year yet, with over 12,000 attendees. If you’ve never been to convergence before, this experience is unforgettable. Not only are the sessions educational and fun, the expo hall is the largest, most energetic expo you will ever see! Not to mention the swag and fun games the VARs and ISVs use to get you into their booth!

Almost every minute of every day is planned for you. Breakfast and lunches are included, sessions run all day and of course, there are plenty of Convergence sponsored parties to choose from at night. FUN even performed a private concert for all attendees at the end of the week!

My favourite part about Microsoft Convergence is learning about the new product enhancements and features coming out.

Microsoft Dynamics GP

One of the most exciting sessions I attended was the  Microsoft Dynamics GP General Session, that spoke about the next release of Microsoft Dynamics GP 2013 R2.  Although we’re excited for what Microsoft if calling the “Big Rocks” (Identity Management and Workflow enhancements), our customers will be thrilled to see a lot of the smaller features such as:

  • Copy/Paste into GL from excel – There was a standing ovation for this new feature…
  •  Reverse fiscal year-end close
  • Document Attachment  – additional functionality that enables attached documents on cards to roll down to transactions while also adding the ability to include attached documents in Emails.
  • Locking companies for maintenance
  • Default Sort Order AP Cheques and the ability to Assign Items to All Sites and more
  • Smartlists – enables users to hide the navigation tree giving them a full screen of data
  • Web Client releases for the Project Series, Manufacturing Series, and Field Service Series.

Next year we will see Microsoft Dynamics GP 2015 and again the highlights include more improvements to the previously mentioned ‘ROCKS’, but also include a Business Portal replacement.

convergence2014-tatarinov_tMicrosoft Dynamics CRM

The latest release of Microsoft Dynamics CRM, expected to be released this spring, will contain ‘Microsoft Dynamics Marketing’ to help businesses drive and manage their marketing campaigns, Microsoft Social Listening to empower more employees with deeper insights, and the Unified Service Desk to help businesses engage with and care for customers more personally on any device, at any place and time.

According to Kirill Tatarinov, executive vice president of Microsoft Business Solutions, Social Listening follows Microsoft’s acquisition of Netbreeze a year ago. It will be offered at no additional charge as part of the Microsoft Dynamics CRM Online professional licenses; on-premises customers will be offered Microsoft Social Listening for an additional $20 per user, per month.

Microsoft Dynamics Marketing, contains many of the application fundamentals from MarketingPilot, but also now features what is my favourite feature, a visual campaign designer and business intelligence solution that will enable organizations to analyze their campaign budgets against campaign results.

For customer care, Microsoft Dynamics is also introducing Unified Service Desk (USD). With the application, agents can handle multiple interactions at the same time, with increased automation and the ability to display scripts to guide agents’ interactions with customers. With the USD, an agent can run multiple apps, making it easier to connect to back-end systems to look up returns or a back order quickly, the company said.

Microsoft is also introducing a new Microsoft Dynamics CRM Online Enterprise license, priced at $200 per user, per month. This offers customers all of the functionality offered in the professional license and access to Microsoft Dynamics Marketing and Unified Service Desk.

If you couldn’t make Convergence, Microsoft has a LIVE Virtual Convergence option so we could listen to some of the Keynote and General Sessions info without paying for a registration.  Check out the link to see the opening keynotes and general sessions!

5 Steps to Choosing the Right Property Management Software Solution

Property Managament Property Management can be complicated and problematic whether you have a large number of properties on your portfolio or just one or two. The good news is that by investing in a good Property management software solution, you can take a lot of the stress out of renting out your properties and help you save money in the long term. Here are our 5 steps that will help you choose the right property management software:

  1. Draw yourself up a property management software checklist to help identify your requirements. Consider such essentials as reducing costs, overseeing maintenance schedules, handling contractors’ performances, calculating recoverable expenses, tracking deals and managing complex leases.
  2. Choose your property management software wisely. Compare product specifications with your identified business needs and seek out endorsements from happy customers. A reputable company, like Microsoft, is always your safest bet.
  3. Choose a provider with a track record. At CORE Real Estate Software we are Microsoft Gold Certified Partners and our property management software solutions span a wide range of applications (commercial, industrial, retail, student housing and long term care). With over 20 years experience, we have you covered.
  4. The best property management software boasts a range of features, including lease management where lease renewal notifications are automated to proactively retain tenants on the most favourable terms; maintenance scheduling, where schedules and contractors are tightly managed to minimize surprise costs; and operating income forecasts, where project lease revenues and operating expenses are accurately predicted for terms of up to 24 months out.
  5. Remember the value of integration. A smart software solution eliminates the inefficiencies of multiple computing platforms, incompatible software and redundant processes. True property management efficiency can only be realized with a property management software solution that smartly integrates multiple avenues of functionality.

For more information on CORE Real Estate Software or for help on what property management solution may be best for you, please contact us.