Microsoft Dynamics CRM

Steps to Send Emails to Custom Email Address Text Field from a Workflow

Recently we had a customer who had customized the Incident entity and had added a custom text field to the entity that was used to store an email address.  This data was being brought into Microsoft CRM incidents via an

Read More

Adding a Profile photo to a Contact or Account Record in Microsoft Dynamics CRM

As online social interaction becomes more prevalent, we can sometimes lose touch with the fact that “Contacts” in our system are actually human beings (or in the case of Account records, groups of humans). It’s no wonder when we associate

Read More

Setting a Microsoft CRM O365 User password to never expire

Recently we worked with a customer who is using Microsoft CRM Online and has some integrations that rely on a Microsoft CRM Online/Office 365 username and password to connect to the Microsoft CRM Organization and to retrieve and update data

Read More

CRM Change Management: Marketing a New System to Staff Members

Change management is an important and sometimes difficult component of business operations. Changes large and small inevitably appear for companies, and getting employees to accept and work with those changes is crucial to continued success. There are a number of

Read More

Top 5 Reasons for Using Microsoft Social Listening

With the spring 2014 release of Microsoft Dynamics CRM 2013 came Social Listening, a powerful new service that businesses and organizations can use to monitor their social media channels such as Facebook and Twitter. All Microsoft Dynamics CRM 2013 Professional

Read More

Grow Your Customer Relationships with Nurture Marketing

Convert leads, close sales, and build customer trust using marketing automation and Microsoft Dynamics CRM Nurture marketing. Lead nurturing. Drip marketing. You’ve heard the buzzwords, but what exactly are nurture programs, and – more importantly – how can they benefit

Read More

2013 Microsoft Dynamics CRM Apps – Pros and Cons

With the dawn of Microsoft Dynamics CRM 2013 came the release of Microsoft’s own apps for the solution: one for smartphones and one for tablets. While apps are nothing new for Microsoft Dynamics CRM (Resco and CWR are third-party ISVs

Read More

Keep Your Vision Alive

That magic moment has arrived: Your Microsoft Dynamics GP implementation is complete. You are prepared and ready to take advantage of the new ERP power at your fingertips, and Microsoft Dynamics GP is poised and ready to deliver the value

Read More

5 Ways to Maintain Accurate Data

4.1 out of 5 Rating: 4.1 out of 5 stars

With the recent Microsoft Dynamics CRM 2014 Spring Wave release, everyone is talking mobility, social listening, and marketing automation. But what good is any of this without accurate data in your CRM solution? Read on as Microsoft Gold-certified expert Turnkey

Read More

CRM Trends for 2014

Many factors are going to drive changes in 2014.  Old school advertising is becoming less effective, customers are becoming dramatically more sophisticated, and engaging your customer’s (the way they want to be engaged) is more important than ever before.  To

Read More