Welcome to this issue of InTheKnow news

We are excited to be bringing you the latest news and updates on Microsoft Dynamics CRM and Professional Advantage. Hope you find it of interest.

Expand your Marketing, Sales and Service capabilities with FREE Analytics Accelerators for Dynamics CRM 4.0

Today’s organisations need timely, accurate information
to pursue new business opportunities and respond quickly to competitive threats.

The NEW Analytics Accelerators provide a structure that can give corporate decision makers and information workers the right information, in the right format, at the right time to always be one step ahead of the competition.
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New customer joins Professional Advantage

We would like to welcome Essendon Football Club as
a new customer of Professional Advantage.
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Why repeat past performance if you can beat it?  Check out NEW Sales Forecasting Accelerator

The sales forecasting accelerator enriches the
out-of-the-box sales forecasting capabilities in Microsoft Dynamics CRM 4.0. Principally, sales users of CRM can review their individual sales pipeline and quickly classify opportunities, establish revenue goals and track sales performance. Sales managers can then monitor and track sales targets against these forecasts for specific time periods (e.g. months and quarters).
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Save time, improve productivity with these
tips & tricks

One of the most helpful tools in giving visibility to CRM data is Advanced Find. It enables users to query deep within the CRM system, often creating significantly powerful queries that would otherwise require a dedicated support staff. 
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Exporting Data to an Excel Pivot Table

Microsoft Dynamics CRM v4 allows you to easily export data to Excel as a dynamic pivot table. At any time users can just hit the refresh data button in Excel to get the latest data without having to do a re-export.
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Improve productivity and maximise value per dollar spent with our NEW Business Optimisation Services

Are you confident that all the processes in your organisation are performed by the right people, at the right time and with necessary controls, to ensure effective and efficient business operations?
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Partner Update: Reduce one of your biggest costs - your payroll cost with the help of e-tivity®

Have the right people at the right time at the right place at the right cost with workforce management solutions from our business associates, Positive Workforce Solutions.
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Customer in the spotlight: Intellichoice

Intellichoice, a financial and property services organisation, increased productivity and centralised all customer information by implementing Dynamics CRM.
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Reminder about our Customer Referral Program

Join the Customer Referral Program and receive up to $2000 in Gift Vouchers!
Find out more.

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