Recently, I read “The Six Building Blocks of Customer Trust” by Peppers & Rogers Group, a customer-based business strategy think tank and management consulting firm. The article cites the “Edelman […]
Articles By: Hitachi Solutions
Asset Management: Making Connections in CRM 2011 with Dialogs
In my last blog, I talked about how Dialogs and Connections can be useful to Investment Bankers who use CRM. Another example of using Connections and Dialogs comes from the […]
Berkshire Partners Talks about their CRM Journey with Customer Effective
Eric Souza, Director of IT for Berkshire Partners participated in a live webinar with Brad Koontz of Customer Effective. The topic was CRM for Private Equity and Souza described their […]
Customer Effective: Banking Introduced at Core User Group Conference
On May 7th, Customer Effective presented the Customer Effective: Banking CRM solution to the attendees of this year’s Miser User Group Conference in Daytona Beach, FL. The Miser core processing […]
Investment Banks Solidify and Gain Market Share with Customer Effective: FinServ and Microsoft Dynamics CRM 2011
Due to increasing regulation in the financial services industry, proprietary trading units are winding down, financial leverage is being reduced, and capital ratios and liquidity standards have been raised. The […]
Release Date for Microsoft CRM 2011 Update Rollups
I was recently looking for a potential release date for Release 8 for Microsoft Dynamics CRM 2011 ( aka Update Rollup 9 and CRM Q2 - 2012 Update) and found […]
CRM 2011 Upgrade Tip--Disable Upgrade Registry Keys Post Upgrade
We recently upgraded a customer from CRM 4.0 to CRM 2011 UR7. After upgrading and applying the update, we received a Query Builder error message whenever we tried to save […]
Cross-Browser Compatibility in Microsoft CRM 2011 R8 (Q2 2012)
As you’re thinking about or discussing the announced CRM cross-browser support coming in R8 (Q2 2012) be aware that there are some expectations that may or may not be realistic. […]
Tips for Better Performing Microsoft Dynamics CRM SQL Reports in SSRS
For Dynamics CRM On-Premise, Microsoft SSRS-based reports can be developed either as SQL or FetchXML based reports. SQL is the more common (old-school) style of report development and is probably […]
Investment Banking: Making Connections in CRM 2011 with Dialogs
Up until recently my favorite feature of CRM 2011 was Connections. Thanks in part to blogs like this one from our own Joel Lindstrom and some experimenting another feature has […]
Asset Management: Making Connections in CRM 2011 with Dialogs
In my last blog, I talked about how Dialogs and Connections can be useful to Investment Bankers who use CRM. Another example of using Connections and Dialogs comes from the […]
Berkshire Partners Talks about their CRM Journey with Customer Effective
Eric Souza, Director of IT for Berkshire Partners participated in a live webinar with Brad Koontz of Customer Effective. The topic was CRM for Private Equity and Souza described their […]
Customer Effective: Banking Introduced at Core User Group Conference
On May 7th, Customer Effective presented the Customer Effective: Banking CRM solution to the attendees of this year’s Miser User Group Conference in Daytona Beach, FL. The Miser core processing […]
Investment Banks Solidify and Gain Market Share with Customer Effective: FinServ and Microsoft Dynamics CRM 2011
Due to increasing regulation in the financial services industry, proprietary trading units are winding down, financial leverage is being reduced, and capital ratios and liquidity standards have been raised. The […]
Release Date for Microsoft CRM 2011 Update Rollups
I was recently looking for a potential release date for Release 8 for Microsoft Dynamics CRM 2011 ( aka Update Rollup 9 and CRM Q2 - 2012 Update) and found […]
CRM 2011 Upgrade Tip--Disable Upgrade Registry Keys Post Upgrade
We recently upgraded a customer from CRM 4.0 to CRM 2011 UR7. After upgrading and applying the update, we received a Query Builder error message whenever we tried to save […]
Cross-Browser Compatibility in Microsoft CRM 2011 R8 (Q2 2012)
As you’re thinking about or discussing the announced CRM cross-browser support coming in R8 (Q2 2012) be aware that there are some expectations that may or may not be realistic. […]
Tips for Better Performing Microsoft Dynamics CRM SQL Reports in SSRS
For Dynamics CRM On-Premise, Microsoft SSRS-based reports can be developed either as SQL or FetchXML based reports. SQL is the more common (old-school) style of report development and is probably […]
Investment Banking: Making Connections in CRM 2011 with Dialogs
Up until recently my favorite feature of CRM 2011 was Connections. Thanks in part to blogs like this one from our own Joel Lindstrom and some experimenting another feature has […]