Dynamics CRM has an out of the box integration with SharePoint and many of our customers leverage this feature for their document management. It allows you to link documents stored […]
Articles By: Hitachi Solutions
Cement Your Status as the Premier Mortgage Banker in Your Community with Microsoft Dynamics CRM
With mortgage rates slowly creeping up, refinances recently declined to their lowest levels since November 2011. While rates are still near historical lows, Loan Officers may experience a decline in […]
How to Choose a Software Vendor: Asking the Right Questions
I was recently on a call with a potential customer, and, as we were wrapping up, my colleague asked if they had any more questions for us. There was a […]
Integrating Source System Standardized Values to CRM
Many times, when people are building integrations they build the front end and then worry about the integration after. While it is important to focus on the UI, having an […]
Lessen Compliance Headaches and Avoid Hefty Regulatory Fines with Customer Effective: Wealth Management CRM
The financial services CRM consulting practice of Customer Effective has been on top of the surge in compliance-related issues for years now, including going back to the inception of Dodd […]
Microsoft Dynamics CRM Data Quality Management: An Ongoing Process
A lot of our customers engage us in some form of data cleansing when implementing Dynamics CRM. Why? Because a company is only as good as the data set that they […]
Surfacing User Adoption with Dashboards in Microsoft Dynamics CRM 2011 Part 2
In my previous post, Surfacing User Adoption with Dashboards in Microsoft Dynamics CRM 2011 part 1, I touched on the need for tracking user adoption with Microsoft Dynamics CRM 2011. In […]
Surfacing User Adoption with Dashboards in Microsoft Dynamics CRM 2011 Part 1
User adoption is an area we put a lot of focus on with each project we deliver to our clients. Ensuring user adoption can be accomplished in many different ways, as […]
Achieving Inbox Zero with Microsoft Dynamics CRM, Yammer, and Other Tools
First in a series about Outlook productivity for Microsoft CRM users I had an unusually relaxing Memorial Day weekend. Not because we took in a baseball game or enjoyed a […]
Turning on Yammer + CRM Integration? Move Your Post Data with a Simple Workflow
The Yammer-CRM integration is finally available for users of Microsoft Dynamics CRM Online. If you have logged on and looked at your Activity Feeds lately, you will see a ‘Get […]
Cement Your Status as the Premier Mortgage Banker in Your Community with Microsoft Dynamics CRM
With mortgage rates slowly creeping up, refinances recently declined to their lowest levels since November 2011. While rates are still near historical lows, Loan Officers may experience a decline in […]
How to Choose a Software Vendor: Asking the Right Questions
I was recently on a call with a potential customer, and, as we were wrapping up, my colleague asked if they had any more questions for us. There was a […]
Integrating Source System Standardized Values to CRM
Many times, when people are building integrations they build the front end and then worry about the integration after. While it is important to focus on the UI, having an […]
Lessen Compliance Headaches and Avoid Hefty Regulatory Fines with Customer Effective: Wealth Management CRM
The financial services CRM consulting practice of Customer Effective has been on top of the surge in compliance-related issues for years now, including going back to the inception of Dodd […]
Microsoft Dynamics CRM Data Quality Management: An Ongoing Process
A lot of our customers engage us in some form of data cleansing when implementing Dynamics CRM. Why? Because a company is only as good as the data set that they […]
Surfacing User Adoption with Dashboards in Microsoft Dynamics CRM 2011 Part 2
In my previous post, Surfacing User Adoption with Dashboards in Microsoft Dynamics CRM 2011 part 1, I touched on the need for tracking user adoption with Microsoft Dynamics CRM 2011. In […]
Surfacing User Adoption with Dashboards in Microsoft Dynamics CRM 2011 Part 1
User adoption is an area we put a lot of focus on with each project we deliver to our clients. Ensuring user adoption can be accomplished in many different ways, as […]
Achieving Inbox Zero with Microsoft Dynamics CRM, Yammer, and Other Tools
First in a series about Outlook productivity for Microsoft CRM users I had an unusually relaxing Memorial Day weekend. Not because we took in a baseball game or enjoyed a […]
Turning on Yammer + CRM Integration? Move Your Post Data with a Simple Workflow
The Yammer-CRM integration is finally available for users of Microsoft Dynamics CRM Online. If you have logged on and looked at your Activity Feeds lately, you will see a ‘Get […]