What’s in a Name? Microsoft Dynamics… for your Small Business
If you are a small to medium sized business, whether you know it or not, you have a customer relationship management system. Yes, everyone! Every company, every team member, every employee — has some kind of customer relationship management system, without even knowing it. So what’s your system? Think about the first step you take
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
Workflow Questions?
Scott was recently asked, “What software would you recommend for mapping/mocking up/wire framing a workflow before you build it?” Here are his recommendations and insights: Although working in Nintex to build a workflow is a completely valid method, as an Enterprise Architect I have found that it can limit your thinking to what the workflow tool can
Is CRM 2013 Ready for Prime Time? (Part-2)
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 CRM 2013 Ready for Prime Time?(Part 1- New Features)
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
Net-Results Marketing Automation
The days of blind e-mail blasts through e-mail platforms like Constant Contact, iContact, Mail Chimp and the like are finally behind us. Those specific blast efforts were mostly based on hope; send a batch and hope an acceptable percentage of recipients read the email and follow through with your requests for action. Breathe a sigh
Tricension Newsletter- August 2011
‘We have deep depth.’ Yogi Berra If Yogi is right, Tricension is doing pretty well. While the economy has created challenge, we continue to move the company forward through, hard work, innovation, and attentive customer service. Read on for our latest news and updates. Microsoft Partner Update All Tricension team members are Certified Microsoft Professionals
Debugging Javascript in Microsoft CRM 2011
The first time I saw the Visual Studio JavaScript debugger work, I swear I heard the theme from 2001. It was like watching apes learn to use tools. Debug by Print Statement Alert Box Back in the dark times, the only way to debug JavaScript was via the handy alert box (you know, that annoying
