We recently had a Dynamics CRM client with a mature CRM 4.0 deployment move to a brand new start up. They needed to transition their entire on-premise CRM 4.0 setup over to Dynamics CRM 2011 online (complete with new reporting servers, new Active Directory (Office 365), etc.) They decided upon a re-implementation, based on what’s [...]
continue reading...Archive for the ‘Microsoft Dynamics CRM Training’ Category
Lost But Not Forgotten – Dynamics CRM Knowledge Base Articles
Everyone has probably heard the expression that your employees are your most valuable asset. It’s easy to make that argument when you stop and try to quantify the value of the knowledge about your business and its products a few long term employees have. A great way to document and share that experience with other [...]
continue reading...Implementing Dynamics CRM on an Enterprise Scale? Consider the “Hub and Spoke” Method
Implementing Microsoft Dynamics CRM across an entire company can produce significant customer management and cost cutting benefits. However, this kind of large scale implementation comes with some very specific (and potentially difficult) challenges, such as the need for functional diversity between departments, organizational security requirements, enterprise-wide standardization, and enterprise-wide reporting. For many organizations, a hub-and-spoke [...]
continue reading...Webinar – Best Practices and Tips/Techniques for Workflows in Microsoft Dynamics 2011
There are many critical components to making Microsoft Dynamics CRM work for your business. While each deployment is unique, we believe there are best practices that if adhered to up front, will greatly increase your chances of CRM success. As a Microsoft Dynamics CRM partner and implementer, we wanted to share with you some of our lessons [...]
continue reading...MOMENTUM 2013: CRM – Engaging a 360° View
If you attend only one CRM conference this year, let this be it. This ½ day, incredibly affordable event is jam-packed with critical strategies, practical and actionable knowledge, implementation tools, tips, tricks and much more. Presented by an all-star cast of presenters, this event brings together business and marketing leaders, sharing a unified vision for [...]
continue reading...What Value Does Microsoft CRM Mapping Integration Provide For My Business?
When the first generation of mapping integration was introduced into CRM, it would simply plot both your and your customer on a map. With a couple of clicks you could print and take custom driving directions with you on the road. That was useful a decade ago, but GPS and smart phones are now mainstream, [...]
continue reading...Top 5 Ways to Recharge Your Microsoft Dynamics CRM System
Too often CRM deployments are characterized by limited user adoption or a stale deployment. Want to breathe new life into your Microsoft Dynamics CRM deployment? Below, we highlight 5 simple steps you should consider for resuscitating your CRM deployment and making the most of your CRM investment: 1. Satisfy the “noisy” users. Every organization has a broad [...]
continue reading...White Paper: Driving User Adoption for Microsoft Dynamics CRM
The Dynamics CRM User Group (CRMUG) has published a new white paper entitled: “Driving User Adoption for Dynamics CRM“, which is designed to help organizations use the best practices for promoting full employee participation in using new implementations of Microsoft Dynamics CRM. The white paper provides tips and examples from real organizations that have successfully [...]
continue reading...Finding Balance in your Microsoft Dynamics CRM 2011 Security Model
I have recently had the privilege to co-author a book about Microsoft Dynamics CRM with some of my fellow Microsoft MVP’s called The CRM Field Guide. The book includes the foundational knowledge that CRM power users need to know, along with best practices to get the most out of CRM and avoid common mistakes. This [...]
continue reading...How to Select a CRM Implementation Partner
Choosing the right partner for your Microsoft CRM implementation is crucial, but with so many resources out there, finding the one best suited to your needs can be difficult. That means it is very important to do research before you select a partner. These 4 tips can help: Check the Partner’s experience. Make sure they [...]
continue reading...
