Had a puzzler from one of my favorite clients the other day that I wanted to share. The Situation: Said favorite client called me up and said that when he ran a report (it was a SQL Server Reporting Services report he accessed via the Outlook plugin), he was getting improper results. This particular report
I recently found myself asking this question loudly to an instance of hosted Microsoft CRM 2013 on which I was working for one of my favorite clients. I could click on “Full Name” on his shiny new Contact Form, but when the popup popped up, there was only First Name and Last Name. This was
As part of our continuing series on Microsoft CRM 2013, we’re going to dive back into the new features and functions in Microsoft Dynamics CRM 2013 and ask “Is Microsoft Dynamics CRM 2013 ready for fulltime, production use?” Obviously, at Tricension, we ultimately feel the answer to that question is “Yes,” but at the same
Is Microsoft Dynamics CRM 2013 ready for fulltime, production use? That’s the question we’re going to tackle over a series of three blog posts. At some level, the answer is obviously “Yes” because we are signing up new clients on it every day. With that said, as Microsoft CRM consultants, we run into issues with
A better approach to BYOD Recent trends regarding an employee’s ability to bring their own devices (BYOD) to work have the promise of increased productivity and employee morale. When you factor in hints of decreased organizational spend with the employee buying and supporting the device themselves, the paradigm becomes quite compelling to say the least.
Without changing a thing, Microsoft Dynamics CRM 2011 is extremely powerful, but sometimes you need CRM 2011 customizations to really unlock CRM’s power. That may sound strange since CRM is already good at tracking accounts, contacts, sales, marketing campaigns, service tickets, etc. Still, few businesses don’t need a few CRM 2011 customizations. What are CRM
One of the things Microsoft tends to do well is design software that works well together. This is apparent in product suites like Office where you can be modifying Excel spreadsheets in a Word doc without realizing it, using Word to edit your Outlook email, and passing data to and from OneNote the entire time.
Focus on process first, then find the technology tools to solve identified problems. The right technology solution applied to problems provides benefits, so it’s imperative that your information technology keep pace with your business growth. The key to performing at your highest potential is to invest in solutions that have the highest return on investment.
Question: When is the best time to implement Customer Relationship Management (CRM)? Answer: 5 years ago. Question: When is the next best time to implement CRM? Answer: Now Many businesses have spreadsheets and low end contact management systems to keep track of the customer. They were fine at first but fail to keep up with