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Posts Tagged ‘Dynamics CRM Implementation Tips’

Get Ahead of the Curve in 2012: ReadySetGO for Do It Yourself Deployment of Microsoft Dynamics CRM

In the first part of this blog, we shared five tips to help minimize CRM implementation issues and you can do it yourself by taking advantage of ReadySetGO for Microsoft Dynamics® CRM. Our ReadySetGO for Microsoft Dynamics CRM keeps implementations simple, costs manageable and reduces the risk of a failed implementation. This is basically a [...]

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Get Ahead of the Curve in 2012: 5 Tips for a Successful CRM Implementation

As businesses delve head first into exciting and ambitious goals of another New Year, it’s crucial to start off on the right foot. Enhancing customer relationship management, sales, and marketing plays a key role to ensure your company has a great 2012. We here at The TM Group have five tips to help you optimize [...]

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5 Key Ingredients for a Successful CRM Implementation

Whether you’re starting a new CRM initiative or salvaging an existing one, never underestimate the value of taking the time to gauge if your organization has the key ingredients for a successful CRM implementation – before you decide to implement. 1) People and process first, software second The best CRM software doesn’t overcome process or [...]

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3 Management Tips to Ensure a Successful CRM Implementation

Everyone knows that CRM software is crucial to all businesses large and small. Some companies have had multiple systems and iterations, and these transitions can create frustration and anxiety in organizations. There is a learning curve with any project of this kind, but the end results should improve productivity and competitiveness. In our work over [...]

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Focus on Adoption, Not Functionality in Your CRM Implementation

Perhaps your company has decided to implement Microsoft Dynamics CRM solution for the first time.  More than likely, this decision was driven by a desire to resolve internal information issues, to position your business for new growth and opportunities, or in reaction to changing business/competitive conditions.  Whatever the reason, our CRM consulting experience tells us [...]

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Six Simple Tips for Improving CRM User Adoption Rates

Whether your company is considering or currently working on an installation of Microsoft Dynamics CRM, or any other new software package for that matter, we all know that one of the greatest challenges we will face during this process is encouraging user adoption. Resistance to change is something that is ingrained in all of us, [...]

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Using Multiple Forms to Create Record-Centric Dashboards in CRM 2011

As the lead developer for our Energy Distribution CRM vertical solution, I’ve been creating a lot of analytics and in Microsoft Dynamics CRM 2011 that involves making a lot of dashboards and charts. While doing research online on this topic I stumbled across Richard Knudson‘s blog poston Forms, Charts, and Dashboards. At the end of [...]

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CRM 2011 ADFS and TokenLifetime

One of the new Dynamics CRM 2011 implementation requirements, if your organization is planning an IFD (Internet Facing Deployment) to work in CRM 2011, is to install and configure ADFS 2.0 and Claims-based authentication. There are some good videos on installing and configuring ADFS and CRM 2011 already on YouTube. I have used this one [...]

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xRM: Your Guidebook to Finding the Right CRM Solution

Figuring out whether to purchase or build from scratch an enterprise business application is a decision that many companies have faced. Thankfully, that decision has been made easier with the introduction of the Microsoft xRM application platform. With the xRm application platform, your company will now get to enjoy the best of both options.    [...]

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Agile Thoughts for the Dynamic CRM Implementation

Working for a business that implements a brisk volume of accounting and CRM systems, it’s clear that there are significant differences in how these systems are developed and rolled out. These differences are seen throughout the entire implementation process from design and development to go-live. Understanding how they differ may provide insight on the best [...]

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