Employees Work Smarter, Not Harder with Microsoft Dynamics CRM
Too often, productivity is confused with getting employees to work harder. True productivity gains actually come when you make work easier for your employees. Systems that bog down your workers When...
View ArticleeXtremeCRM 2012 Las Vegas is the Can’t-Miss Conference for Microsoft...
There is no place like eXtremeCRM 2012 Las Vegas. For Microsoft Dynamics CRM partner organizations, it is the annual conference to attend to nurture best practices, facilitate business growth, and...
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Mark a Task as Complete, and Automatically Prompt to Create a New Task
Recently, a client requested that a dialog process start immediately after a task or phone call was marked as completed, to prompt the user to create a follow up task or phone call. For this example, I...
View ArticleRevisiting your Microsoft Dynamics CRM implementation to maximize ROI
In the last few years you’ve made a substantial investment in your Microsoft Dynamics CRM system, in both time and money. Now think back to that implementation. Were there items on the wish list that...
View ArticleOnline CRM Versus CRM On-premise
When facing a difficult decision, especially in business, it is important to weigh the pros and cons of your choices. After choosing to use a customer relationship management (CRM) solution, your...
View ArticleMake vs. Buy – Making the right decision when extending CRM 2011
Microsoft Dynamics Customer Relationship Management (CRM) 2011 has many built-in tools that allow you to customize your installation to your organization’s requirements. The included user-friendly...
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3 Tips to eliminating confusion with CRM 2011 Rollup Updates
With the recent flurry of CRM 2011 rollup updates (revisions) that have been released it has become harder and harder to determine what features are available in a certain CRM environment just by...
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Microsoft Dynamics CRM – Different Form Versions for Different Users
Have you ever found yourself wishing you didn’t have to scroll past unused fields in your CRM software? Maybe people in other departments need them but your department doesn’t. Or, maybe you have...
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Controlling Microsoft Dynamics CRM Data Changes Through Workflows
One of the most common Microsoft Dynamics CRM requests we receive relates to controlling which users can access the information on a form, and limiting the modification of some data fields to only...
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Is Agility a good thing? Implementing Microsoft Dynamics CRM 2011.
My team members and I have just initiated two new Microsoft Dynamics CRM 2011 projects and have selected to follow an Agile Project Methodology to implement them. As both projects are in early...
View ArticleGetting the “C” out of CRM
I recently met with a client of mine who was telling me about the frustrations his employees were experiencing with their current service call management system. He listed off the improvements that...
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Implementing Microsoft Dynamics CRM 2011. Is Agility a good thing? Part 2
Back in May I wrote a blog about our first time decision to use an Agile approach to implementing MS Dynamics CRM at two BDO clients. I wrote of the characteristics of these clients and why we felt...
View ArticleEmployees Work Smarter, Not Harder with Microsoft Dynamics CRM
Too often, productivity is confused with getting employees to work harder. True productivity gains actually come when you make work easier for your employees. Systems that bog down your workers When...
View ArticleeXtremeCRM 2012 Las Vegas is the Can’t-Miss Conference for Microsoft...
There is no place like eXtremeCRM 2012 Las Vegas. For Microsoft Dynamics CRM partner organizations, it is the annual conference to attend to nurture best practices, facilitate business growth, and...
View ArticleHow To: Standardize Telephone Numbers with Javascript in Microsoft Dynamics CRM
How to add Telephone Number Standardizing Javascript to CRM 2011 and 2013: Instructions for CRM 2011: The script found below will take a string of 10 numbers and convert them to the following format:...
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Microsoft Dynamics CRM – Different Form Versions for Different Users
Have you ever found yourself wishing you didn’t have to scroll past unused fields in your CRM software? Maybe people in other departments need them but your department doesn’t. Or, maybe you have...
View ArticleClik here to view.
Controlling Microsoft Dynamics CRM Data Changes Through Workflows
One of the most common Microsoft Dynamics CRM requests we receive relates to controlling which users can access the information on a form, and limiting the modification of some data fields to only...
View ArticleEmployees Work Smarter, Not Harder with Microsoft Dynamics CRM
Too often, productivity is confused with getting employees to work harder. True productivity gains actually come when you make work easier for your employees. Systems that bog down your workers When...
View ArticleeXtremeCRM 2012 Las Vegas is the Can’t-Miss Conference for Microsoft...
There is no place like eXtremeCRM 2012 Las Vegas. For Microsoft Dynamics CRM partner organizations, it is the annual conference to attend to nurture best practices, facilitate business growth, and...
View ArticleMark a Task as Complete, and Automatically Prompt to Create a New Task
Recently, a client requested that a dialog process start immediately after a task or phone call was marked as completed, to prompt the user to create a follow up task or phone call. For this example, I...
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