Archive

Traction: Get a Grip on Your Business – Book Review

Over the last few years, I have received no fewer than a dozen recommendations to read Traction: Get a Grip on your Business. I have read a lot of business books and Traction, by Gino Wickman, is now firmly in my top five list. It contains a lot of applicable content around six key factors for running a business and is an excellent book to use for growing and leading any small to medium sized organization. Traction is written from the perspective of starting from the top with the leadership team and expanding the concepts throughout the organization as the tools are implemented and proven.

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Six Important Steps Prior Launching a Cloud Environment

Congratulations! Your organization is taking the leap and moving Microsoft Dynamics ERP and Microsoft Dynamics CRM to the cloud. Enjoy the cost savings, scalability and flexible access options the cloud will provide for the organization, and the move could not come soon enough.

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Microsoft Dynamics CRM 2013: What? I don’t need a developer for that?

Often when customers are requesting customizations and changes to Microsoft Dynamics CRM, the types of scripts in customer requirements or specifically requested by a client are not those that require a lot of complexity. Some of those types of scripts include requests such as:

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Professional Services Tools Library

All too often users find themselves wishing: Wishing they could reverse a previous setup decision or make a simple change to an employee name in payroll when they married or divorced; wishing they could change a customer/vendor name or ID because ownership changed; wishing they could combine GL account information into a new account number.

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Better Form, Function, and Features with GP Service Pack 2

The Microsoft Dynamics GP 2013 Service Pack 2 not only includes resolutions for numerous items but it also includes new features within Analytical Accounting, Document Attach, Human Resources and Payroll, Smartlist Designer, and Visual Studio Tools.

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Year-End Procedures for Microsoft Dynamics GP

Another year passes and it is time to start discussing year-end closing procedures for the modules in Microsoft Dynamics GP. Now is the perfect time to review this information, just because it is only done once a year, and also to share information sent out by Microsoft. Planning ahead is very important!

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Lucky 13: SharePoint 2013, Microsoft Office 2013, and Microsoft Dynamics CRM 2013 (a lucky bet)

The case can always be made to select and prioritize phases for change that make sense for an organization. Today, many organizations find themselves on different versions of interoperable products from Microsoft; and, perhaps other vendors as well. Rather than an organization thinking they should overhaul Microsoft SharePoint 2013, Microsoft Office 2013, and Microsoft Dynamics CRM 2013 systems as a necessity, they need to consider why moving to the “Lucky 13” triad is a smart decision.

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Filters and Activity Reports in Microsoft Dynamics CRM

Microsoft Dynamics CRM is built to be user friendly making operations streamlined and efficient while being complex enough to handle user needs. Once users dive in and utilize the software, they find any information about clients and campaigns right at their fingertips.

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Yammer Time

Microsoft Dynamics CRM’s customer-centric philosophy allows users to see all the activities happening for an account. Whether it is a new Opportunity, a new Case, or a new Campaign, there is total visibility into that Account.

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Marketing Automation Why It’s Important and How It Can Align Sales and Marketing Teams

Marketing and sales alignment is something every company strives to achieve. The effective collaboration between these two groups is critical for business growth, but sometimes relations between the two teams can be strained. It is easy for tensions to build with one side finger-pointing about not producing enough leads, and the other side not closing enough deals.

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