Date Handling in Custom Activities and Plugins
We ran across a bug (well, our clients did) a few months ago that gave us fits until last week. The solution was so simple, yet non-obvious that I wanted to write about it in the hopes no one else has to spend time working on it. Dates Are Handled Differently in Custom Activities and
How CRM Can Help When a Key Employee Departs
Every company has experienced the pain of a key employee’s departure. Even under the best of circumstances — maybe a promotion, a marriage and move, caring for a growing family — it isn’t easy for those left behind. That good team member built relationships, developed leads and created opportunities . . . let’s call her
Features Overview of MS Dynamics CRM for Small Biz
Whether you know it or not, your company has a CRM system. CRM, by definition, is Customer Relationship Management. So if you have a customer, then you’re managing that relationship. And how you do this has everything to do with how successful your company becomes. I got into this business because I truly loved the
Hosting your CRM: Server vs. Online
Considering how to approach CRM for your business? You’ve likely found two options. The first is server-based: your company’s CRM data is stored on your own server on your own property. The second is based in the cloud through Microsoft Online. Often part of a Microsoft package, your CRM data exists online, accessible from anywhere.
The Latest in Dynamics: Top 10 New Features for CRM 2015
Here at Tricension, we’re busy gearing up for 2015. A new Microsoft Dynamics release has arrived, with many new and useful features. Our CRM experts are preparing to help you implement, and we’re looking forward to it. Some are user-facing functions and others allow for better back-end development. But all allow for a better user
How Outlook Integration CRM can Transform Sales and Operations
Microsoft Dynamics CRM has many features I love — after all, it’s the service I sell. But today, let’s talk about one of my favorite CRM features: Outlook integration. Salespeople spend hours each day in Outlook. When I meet someone new, I put that contact into Outlook right away. And when I interact with any
How CRM Can Help When Your Company is Growing
Maybe you’re a small business today — but you don’t plan to stay small for long. If you and your company have ambitious plans for the future, your customer relationship management solution is key to healthy, sustainable growth. Every season gets busier than the last here at Tricension, and we’re seeing first-hand how important a
10 Signs You Need Hosted CRM Software
You’re a small business owner. You have some revenue. You have some clients. You have a lot of paperwork you’re doing by hand. You have paper files. You’re losing your paper files. You have Excel files. You and your employees have different versions of those Excel files. You need software. You need Customer Relationship Management
ColumnSet, Workflows and My Overstuffed Audit History
The following is the devil. You heard it here first. Listen, I’m a lazy programmer. I accept this about myself. I get that it’s really easy to instantiate a new ColumnSet and pass in true so you get all the columns when you query CRM. You don’t have to worry about a lot of typing
The Five Qualities of a Great CRM Developer
We’ve been thinking about this a lot at Tricension for the last several months because we’re in growth mode. But it’s always a conversation topic, because we’re always looking to hire the best people. Fortunately, we have several excellent search partners who are starting to identify strong candidates and our selection process has been consistently identifying
