The Challenge Oftentimes in the world of Dynamics CRM, the need arises for non-CRM users to gain access to CRM data. A common solution is the implementation of a web portal which allows these users to perform certain actions on applicable CRM data. Microsoft offers two portal solutions: the Customer Portal and the Partner Relationship Management […]
continue reading...Posts Tagged ‘Microsoft Dynamics CRM 2011’
Design Flaw in Importing Connections in CRM 2011
Never willing to call a bug a bug, Microsoft support was able to confirm to me that “by design” the importing of the Connections entity in CRM 2011 does not function in a worthwhile manner (as of Feb 2013). The issue stems from being unable to tell CRM to which entity type you are connecting. […]
continue reading...Microsoft Has Released Dynamics CRM 2011 Update Rollup 14
We are pleased to announce that the newest Rollup for Dynamics CRM 2011 is out! This is a tested, cumulative set of updates. It includes performance enhancements that are packaged together for simple and easy deployment. Our favorite fixes? Take a look! "Show Selected Views" does not work in CRM Dashboard. Adding a mail template in CRM after […]
continue reading...Go Mobile with CRM and Collect Information at the Source
There is a lot of talk about automating processes. How about data entry? Or re-entry? We see this as a pain point in many of our early conversations with clients. The trend is this: nothing positive comes from the manual and time consuming process of manually re-keying data. The reasons our customers want to automate […]
continue reading...Go Mobile with CRM and Accelerate Cash Flow
Service-based businesses can greatly benefit from Mobile CRM. Let’s think about the process. A field technician provides a fee-based service. Once the service is complete, that technician is ready to move on to the next paying customer. But first, there are a few manual processes that must take place in order to receive payment. How […]
continue reading...Deploying CRM Customizations Part 1: Team Foundation Build with Static Solution Exports
For anyone doing extensive CRM Customizations or product development there will undoubtedly come a point when you will want to implement continuous integration as a best practice. Continuous Integration (as defined by Wikipedia) is: “the practice, in software engineering, of merging all developer workspaces with a shared mainline several times a day.” It also typically […]
continue reading...3 Questions Management Should Answer to Ensure User Adoption of a New CRM System
At NexusTek, we have been implementing customer relationship management (CRM) systems for over 20 years (although back then they were called contact management systems). We have been implementing Dynamics CRM for more than 12 years (since version 1.0) and have many implementations under our belt. During this time we have certainly learned the ins and […]
continue reading...Go Mobile with CRM and Shorten Sales Cycles
According to BusinessDirectory.com, the definition of a sales cycle is "the course of time between the initial contact being made with a customer, the identification of services or goods to be procured, the acceptance of the intended purchase, and the transaction that completes the sale. It is a measure of the efficiency of a sales […]
continue reading...Microsoft Dynamics CRM 2011 Quick Tip: Navigate Directly to a View (Skip the Clicks)!
A frequent complaint about Microsoft Dynamics CRM has been that it is very “clicky”; you need to click through several windows to get where you want to go. This isn't surprising with very robust software like Dynamics CRM. However, all that functionality comes at a cost: lots of windows, options, and paths. Well don’t lose hope, there are ways […]
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