Microsoft Dynamics CRM

What’s right for you: On-premise or online cloud CRM solutions

When companies today search for CRM solutions, they usually explore the possibility of cloud-deployed options. Data accessed through mobile devices or other online computing tools is fast and flexible. It is the go-to strategy to stay competitive in the modern

Read More

Microsoft Dynamics CRM 2016: Welcome to the Realization of Great Customer Experiences!

Around 15 years ago, I started my journey working with Microsoft Dynamics CRM (of course back then, it had a different branding and naming convention). For those of you who might recall the application from the deep recesses of your

Read More

Reduce Office Clutter and Simplify Processes with PaperSave

The modern office has little use for paper in most cases. Almost every operation can be completed digitally, and key files can be shared among contributors using cloud-based document management systems. The name of the game is efficiency, and paper

Read More

Conventional Wisdom, Software, and Your Business

We use this phrase to refer to commonly held ideas and beliefs that seem like they should be true: It’s – well, conventional. According to Wikipedia (and what better place to find a definition for the term “conventional wisdom”), it

Read More

From Australia to North Dakota: An Interview with Martin Olsen from eOne

Eric Gjerdevig (EG): So, how does an accountant from Australia end up owning a software company in Fargo, North Dakota and living here? Martin Olsen (MO): I studied accounting with a computer minor. I worked for a partner for a

Read More

Microsoft Dynamics CRM 2015 Tip: Utilizing Calculated Fields

As an involved Microsoft Dynamics CRM partner, we work closely with each of our clients regarding their ongoing utilization and results achieved with Microsoft Dynamics CRM. It’s through the creativity and resourcefulness of customers and end-users that many unique insights

Read More

Email a Link Button

There is a great but little-known feature in Microsoft Dynamics CRM that makes it easy to quickly email someone a link to a CRM record. This “Email a Link” button is in the Microsoft Dynamics CRM record’s ribbon menu. I

Read More

How to use CRM Software Data

Some companies purchase CRM services without a plan on how to use CRM data generated by the software. A 2014 Gartner survey, however, indicated master data management is a critical factor for the optimum performance of a CRM solution. The survey said

Read More

A lack of business productivity and what to do about it

Businesses doing well in their fields tend to expand. As more sales are made, more clients are found or more goods or services are provided, a company increases revenue and profit. That money then goes toward building the company further

Read More

Marietta Davis: Leader, Visionary, Technologist, Philanthropist

Marietta Davis talks about her career, her team, and how Microsoft is changing I recently sat down with Marietta Davis, Vice President of Microsoft US Dynamics, at the 2015 Microsoft Dynamics Industry Summit in Southern California. It only takes a

Read More