Canadian Anti-Spam Legislation. What YOU need to know.
The first part of long awaited Canadian Anti-Spam Legislation (CASL) comes into effect on July 1, 2014. This is the main piece and governs key aspects around the sending of commercial electronic messages (CEMs) to contacts and with the heavy fines that are associated with this legislation, it is important for all companies across Canada …
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Marketing with Dynamics CRM – Enhance your sales efforts
The line separating the sales and marketing teams is becoming less and less clear. At our recent BDO Connections Conference, keynote speaker George Brown talked about how the marketing team is actively disrupting the sales team. While these still remain two separate functions, this disruption is a sign about how valuable your marketing team’s activities …
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Marketing with Dynamics CRM – Why tracking your customers is the key to understanding them and their needs
We are in the age of data and as more of our activities integrate with the digital world, the data that is available to us increases. The more data that we have at our fingertips, the better we can engage with and bring added value to our customers. When we think about marketing, particularly digital …
How To: Standardize Telephone Numbers with Javascript in Microsoft Dynamics CRM
How to add Telephone Number Standardizing Javascript to CRM 2011 and 2013: Instructions for CRM 2011: The script found below will take a string of 10 numbers and convert them to the following format: (###) ###-####. Identify the script to be used: function FormatPhoneNumber(fieldName) { var oField = Xrm.Page.getAttribute(fieldName); var sAllNumeric = oField; …
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Key Customer Roles needed for a Successful Dynamics CRM Implementation Project
One of the key issues that organizations often underestimate when considering a Customer Relationship Manager (CRM) installation is the complicated nature of the project and the amount of work it takes to successfully implement such all-encompassing software. An area that often surprises our customers is the number of people throughout their organization that are needed …
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How to display Microsoft CRM records with no recent Activities
Has a client ever asked you to show records that haven’t had any activity? Microsoft CRM’s list of available filter criteria for views is fairly extensive, but this is the one frustrating gap that functional consultants encounter with almost every client. With my last client, a co-worker and I were determined to find a solution. …
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Implementing Microsoft Dynamics CRM 2011. Is Agility a good thing? Part 2
Back in May I wrote a blog about our first time decision to use an Agile approach to implementing MS Dynamics CRM at two BDO clients. I wrote of the characteristics of these clients and why we felt they were good candidates for an Agile project. Both projects are ongoing and the sponsors are …
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Key Consultant Roles needed for a Successful Dynamics CRM Implementation
A Microsoft Dynamics CRM implementation typically requires many skill sets, all working in conjunction with one another in order to achieve success. As a CRM implementation normally spans many departments, processes and functions, for most organizations this will be the most complicated software-related project they will ever embark upon. As a result, the skillsets required …
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Getting the "C" out of CRM
I recently met with a client of mine who was telling me about the frustrations his employees were experiencing with their current service call management system. He listed off the improvements that the staff had been asking for, things like improved visibility into customer information and history, tracking past work performed, scheduling routine maintenance, simplification …
Is Agility a good thing? Implementing Microsoft Dynamics CRM 2011.
My team members and I have just initiated two new Microsoft Dynamics CRM 2011 projects and have selected to follow an Agile Project Methodology to implement them. As both projects are in early stages, I thought it would be interesting to follow their progress in this blog. I'll start off today with a discussion …
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