When a CRM instance is provisioned, a name is created for the organization – but since that name must be unique, we often see some awkward or unmemorable names – […]
Articles By: Hitachi Solutions
Managing Access to Activate/Deactivate Ribbon Buttons in Microsoft CRM 2011
Click to watch video Full Screen Demonstration of Editing the ribbon using the CRM 2011 Ribbon Workbench to Remove the Account’s ‘activate/deactivate’ buttons from non-administrators. Background: When an […]
Mutual Fund Wholesalers Locate and Cement Top-Producing Broker Relationships with Microsoft Dynamics CRM
Due to ongoing industry consolidation, occasional market turmoil, or personal drive to increase earning power, top-producing financial advisors occasionally change Broker/Dealers (B/Ds). Some go to work for another competing Wirehouse […]
Farm Credit Services of Illinois Achieves Microsoft CRM Success with Customer Effective
Customer Effective has released a new Customer Success Story highlighting the successful CRM implementation at Farm Credit Services of Illinois. Not only did Farm Credit Services of Illinios need a […]
Managing Activate/Deactivate ‘permissions’ of CRM Entities
Business Case When an account or a contact isn’t purchasing we might think of them as “inactive” – and CRM offers a button on the ribbon to ‘deactivate’ the record […]
Microsoft Dynamics CRM 2011: Analyst Round-Up, May 2012
CEOs to Gartner: CRM is the Most Important IT Investment for the Next Five Years Two recent Gartner surveys of CEOs and CIO indicated that CRM is now a top […]
Connecting to the Dynamics CRM Product Management Team
What features do you think should be added to CRM? – or what long-time feature needs to get a “little work done” to bring it up to speed? – Fortunately […]
A Wizard to Help Troubleshoot Microsoft Dynamics CRM Outlook Client Issues
If you’ve ever helped troubleshoot a balky CRM-Outlook configuration, you know that there are a number of reasons why it might be misbehaving – the ‘cure’ could be locally with […]
Customer Effective Can Build You a Highly Tailored Trial of Microsoft Dynamics CRM 2011
Since the release of Microsoft Dynamics CRM 2011, Microsoft has encouraged users to do a 30-day free trial of CRM; and this has been successful in demonstrating key features like […]
Mine and Nurture Investor Relationships in a More Targeted and Informed Manner with Microsoft Dynamics CRM 2011
Fresh off the best stock market first quarter rally since 1998, today’s top-tier investment managers have outgrown cumbersome spreadsheets and inflexible, standard contact management systems. To better support AUM growth […]
Managing Access to Activate/Deactivate Ribbon Buttons in Microsoft CRM 2011
Click to watch video Full Screen Demonstration of Editing the ribbon using the CRM 2011 Ribbon Workbench to Remove the Account’s ‘activate/deactivate’ buttons from non-administrators. Background: When an […]
Mutual Fund Wholesalers Locate and Cement Top-Producing Broker Relationships with Microsoft Dynamics CRM
Due to ongoing industry consolidation, occasional market turmoil, or personal drive to increase earning power, top-producing financial advisors occasionally change Broker/Dealers (B/Ds). Some go to work for another competing Wirehouse […]
Farm Credit Services of Illinois Achieves Microsoft CRM Success with Customer Effective
Customer Effective has released a new Customer Success Story highlighting the successful CRM implementation at Farm Credit Services of Illinois. Not only did Farm Credit Services of Illinios need a […]
Managing Activate/Deactivate ‘permissions’ of CRM Entities
Business Case When an account or a contact isn’t purchasing we might think of them as “inactive” – and CRM offers a button on the ribbon to ‘deactivate’ the record […]
Microsoft Dynamics CRM 2011: Analyst Round-Up, May 2012
CEOs to Gartner: CRM is the Most Important IT Investment for the Next Five Years Two recent Gartner surveys of CEOs and CIO indicated that CRM is now a top […]
Connecting to the Dynamics CRM Product Management Team
What features do you think should be added to CRM? – or what long-time feature needs to get a “little work done” to bring it up to speed? – Fortunately […]
A Wizard to Help Troubleshoot Microsoft Dynamics CRM Outlook Client Issues
If you’ve ever helped troubleshoot a balky CRM-Outlook configuration, you know that there are a number of reasons why it might be misbehaving – the ‘cure’ could be locally with […]
Customer Effective Can Build You a Highly Tailored Trial of Microsoft Dynamics CRM 2011
Since the release of Microsoft Dynamics CRM 2011, Microsoft has encouraged users to do a 30-day free trial of CRM; and this has been successful in demonstrating key features like […]
Mine and Nurture Investor Relationships in a More Targeted and Informed Manner with Microsoft Dynamics CRM 2011
Fresh off the best stock market first quarter rally since 1998, today’s top-tier investment managers have outgrown cumbersome spreadsheets and inflexible, standard contact management systems. To better support AUM growth […]