Tag "CRM"

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

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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

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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

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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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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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Financial Advantages of Going Paperless

The advantages of embracing electronic workflow are many. First and foremost, electronic workflow brings any organization squarely into the 21st century. Think of it this way – if it seems an organization is a little behind the times because oftyping up and printing out records, or even filling out forms manually, chances are other companies and individual customers the organization works with do too. This way, everyone involved can rest assured that the organization is making the most of the technology available to it.

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Time Zones with the Scribe Insight CRM Adapter

With the Scribe Adapter for Dynamics CRM, there is a feature that allows you to customize the time zone that should be used when migrating and integrating date/time fields.

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Using Workflow to Create a New Activity Feed Post

As you know, Activity Feeds can post certain activities to record walls, so users can have a greater visibility into all the interaction with that record. And as I explained in a previous blog, you can configure the Activity Feeds to post what is most relevant to you.

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CRM Online and Office 365—The Global Admin

Now that CRM Online is under the Office 365 umbrella, you must maintain your CRM licenses, users, and user information via Office 365 and not in CRM itself. You can no longer even disable a user or update a name. All of that is handled in O365.

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Advanced Finds: Data mining is within your reach

Searching through spreadsheets with pivot tables, submitting a request for a programmer’s help, crossing your fingers and hoping for the best…those were some of the ways data mining used to be done. Now there is a better way… Advanced Find through Microsoft Dynamics CRM and PeakNFP.

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