Articles By: Catapult Blog

Rollup Functionality for Custom Entities in MS Dynamics CRM 2011 and MS Dynamics CRM Online

I recently had an interesting situation with one of our clients who wanted to use a custom entity modeled on the Accounts entity to view their customer data. The difference was that this entity would have a N:N Relationship with Contacts instead of a 1:N relationship; however they still wanted to be able to view …

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Lean Techniques for Defining CRM Goals

What business challenge will your investment in CRM address? Is there a specific business pain which is impacting your bottom line?  Is there a specific business opportunity you want to pursue? Start with no more than ONE or TWO! Too often we meet customers who fail to realize benefits because they bite off more than …

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CRM Deep Dive Series: A Lean Approach to Creating Value During Implementation

We’d like to introduce you to a different approach for thinking about Customer Relationship Management (CRM) software implementations in a series of blog posts over the next several weeks. Our company focuses on Microsoft CRM so naturally we'll keep it mostly in that context but we think the insights apply to solutions from other CRM …

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Microsoft Dynamics CRM Update

Since the release of Microsoft CRM 2011 and the related update to the 2011 codebase for CRM Online, there has been much written about the feature parity between the Online and On-Premise products. While there have been some technical differences, from an end-user perspective, the functionality has been quite similar. This is about to change …

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How to Create a Great Customer Experience

Why should companies care about giving their customers a good experience? A friend once told me about a cab driver he'd met who had the experience of driving Bill Clinton. What stood out to the driver and stuck in his memory was not the contents of his and Bill's discussion, but how Clinton made him …

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Using Microsoft’s Customer Source for Your Dynamics Solution

If you are looking to find training materials, knowledge articles, software upgrades or any other self-support features for your Dynamics solution, then Microsoft’s Customer Source is a great resource that’ll definitely come in handy. Here’s a look at some of its key features: Training and E-Learning Materials: Offers plenty of learning materials on a huge range …

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How to Implement CRM as a Process Not a Product: A Vision for a New CRM

 In late January I read a blog post by Lars Agger of Habanero Consulting about the launch of a new ERP services company in Vancouver, Canada. The post was discussing the state of ERP service firms and how this company would transform the typical experience that customers have. This new company had three core promises The post was discussing …

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