Published: Fri, Jan 25th, 2013
Some of you may have heard about the latest Update Rollup for Microsoft Dynamics CRM 2011: Update Rollup 12 or sometimes referred to as Polaris. Others of you may not have heard about the Update Rollup (UR). While there are some great new benefits of UR and they will certainly provide most of you different degrees of value, it has come to our attention that there are some issues with this UR and we would advise not installing it at this time.
Published: Mon, Dec 17th, 2012
Richard Knudson is well known and respected in the Microsoft Dynamics channel as both a writer and a trainer. I began reading his book, Building Business with CRM, with high expectations and am happy to say it did not disappoint. He focuses not only on the conceptual aspects of business process automation but delves into the practical and procedural as well.
Published: Fri, Aug 10th, 2012
Over the years, we have received many requests from customers for data entry grids within Microsoft Dynamics CRM. In CRM 2011, web resources have significantly expanded the possibilities for developing such tools. For this particular project, I have chosen to use Silverlight as my development platform, though other options such as HTML/Javascript do exist. My goal was to create a data entry grid that behaved as closely to a CRM form as possible. In this article, I am going to focus on two of the design considerations that made this happen; lookups and data validation.
Published: Fri, May 25th, 2012
There are a lot of considerations for existing Salesforce.com customers when considering a move to Microsoft Dynamics CRM. The largest barrier in switching is data migration. There is a lot more to a data migration than simply exporting data from Salesforce.com and importing it into Microsoft Dynamics CRM. Let's take a look at some things to review and consider.
Published: Sat, May 12th, 2012
It’s common that our prospective Microsoft Dynamics CRM customers also look at SalesForce.com. Many of them ask the question “What is the difference between Salesforce and Microsoft Dynamics CRM.” So, let’s take a quick look at Microsoft Dynamics CRM versus SalesForce.com.
Published: Mon, Apr 2nd, 2012
Successfully implementing new Donor Management Software requires much more than picking a new software product. Nonprofits that view a donor strategy as simply purchasing new software frequently fail to realize the desired value or return on their investment. These nonprofits don’t usually fail because the software didn’t work, but because they didn’t have a well thought out strategy or fundraising process.
Published: Sun, Mar 4th, 2012
Filtering Data in a CRM View
by Dustin Domerese, Quadis Technologies
Published: Tue, Feb 28th, 2012
Simply put, a mail merge is the process of producing a personalized document for each contact on
a mailing list by combining a database of names and details with a document – typically a letter or email.
Organizations frequently use direct mail or targeted email in their communication strategies with customers, prospects, or constituents. The mail merge capabilities provided by Microsoft Dynamics CRM – coupled with Microsoft Office – provide a convenient way to generate the mailings while at the same time personalizing them for each recipient.
Published: Tue, Feb 28th, 2012
Tremendous numbers of enhancements to Microsoft Dynamics CRM have come in conjunction with major releases allowing for increased options to enhance user adoption and drive product intelligence. In 2011, the Microsoft Dynamics CRM team announced a dramatic change in the release schedule that would be accompanied by additions to Microsoft Dynamics CRM product functionality twice per year.
Published: Tue, Feb 28th, 2012
In a recent conversation with a local think-tank that coaches effective fundraising for Nonprofit Organizations, a set of four simple yet thought-provoking questions surfaced specific to the effectiveness of Fundraising/Donor Management software. These four questions cut to the heart of the challenges Nonprofits encounter when attempting to fund raise effectively. Undoubtedly Nonprofits feel that their fundraising software should help with the four questions, but in most cases it does not. Those questions are:
• From where does our financial support come?
