Articles By: BDO Solutions

BDO Solutions's Logo 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 …

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BDO Solutions's Logo 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 …

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BDO Solutions's Logo 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 …

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BDO Solutions's Logo 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 …

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BDO Solutions's Logo 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 …

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BDO Solutions's Logo 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 …

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BDO Solutions's Logo 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 …

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BDO Solutions's Logo 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, …

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BDO Solutions's Logo 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 …

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BDO Solutions's Logo 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 …

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