This content is categorized as CRM Reporting
Published: Mon, Dec 3rd, 2012
Workflows can be powerful tools in any CRM implementation, but I have found they are not fully understood.
Published: Fri, Nov 30th, 2012
When CRM Online was first introduced one of the differences between it and on-premise versions was the free Internet Lead Capture capability. This tool would quickly allow you to create branded landing pages to capture Lead information and funnel it directly to CRM.
Published: Thu, Nov 15th, 2012
One question I often get from clients is how to modify the views to show their new custom fields or rearrange the columns in the view. Fortunately, this is a fairly easy customization if you are a system admin or system customizer.
Published: Fri, Oct 12th, 2012
I recently wrote a blog about creating dashboards and how they can be your one-stop shop for your work day. Today I want to expound on the advantages of how this feature can be used. When I demo dashboards it usually gets the “wow” factor but I often find that tying the wow factor to the typical workday isn’t always an obvious link.
Published: Tue, Oct 9th, 2012
Am I going in the right direction? Am I on track? Do I have time for golf? A GPS can guide you while driving but what do you use as a guide for your goals at work? Can you easily see where you are today versus your goal for the quarter? Can you see your goal and your team’s goals along with the overall company goal?
Published: Mon, Sep 24th, 2012
Talk to any banker and they will confirm the increase of regulatory requirements, heightened customer expectations, and extreme competition.
Published: Mon, Sep 24th, 2012
Microsoft Dynamics CRM system administrators can now offer users a choice of viewing options for records. Read-Optimized forms are now available in Microsoft Dynamics CRM 2011 Rollup 7.
Read-Optimized Forms
Published: Mon, Sep 24th, 2012
Microsoft ushered in an effective, user-friendly charting tool with the release if Microsoft Dynamics CRM 2011. Users can generally build a chart that efficiently adapts to their standards in just minutes. There are, however, several features that are currently unavailable through an out-of-the-box deployment. These include the ability to modify a chart’s color scheme, edit the legend, change dimensions, or create multiseries charts.
Published: Wed, Aug 29th, 2012
I love shopping. Ok, that is a lie, but I do love the simplicity of one-stop shopping. Getting my groceries, cleaning supplies, paper products, and new 55” HDTV from one store makes life a little easier, if not a little more enjoyable.
Published: Mon, Aug 27th, 2012
It is not often that you leave a four hour meeting feeling excited, but that is exactly what I experienced recently during a phase 1 implementation for CRM 2011. This customer was upgrading from a contact management system to CRM.
