Posts Tagged ‘Dynamics CRM Partner Winnipeg’

Make “Know Your Client” Compliance Easier with CRM

Is Know Your Client compliance (KYC) a challenge for you or your financial advisor clients? Would you like to automate the process of gathering information, updating clients and sending reminders? Do you want to turn the KYC process into actionable business intelligence rather than a regulatory burden? If so, you’ll want to look at our …

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One Thing 90% of CRMs Don’t Have (That Yours Needs)

I’ve seen a lot of CRM projects and – based on my experience – there’s one thing that 90% of clients don’t bother with: a well-thought-out security model. I’m not talking about good passwords. I’m talking about a tendency for making everyone a system admin, instead of deciding which sections, records and fields each user …

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3 Things You Need Before You Get a CRM [Video]

CRM is everywhere. It’s a sales management tool. It’s changing customer service. It’s in companies of all sizes. It can really change your business, but if you want to reap the rewards of a CRM you need to do some homework before you dive into the project. Understand Your Existing Processes The first thing you …

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Migrate Your Dynamics CRM Online Organization to a Canadian Datacenter

Microsoft launched new datacenters in South America, Australia, Japan, India, and Canada.  With the introduction of these new datacenters, you now have the opportunity to move your existing CRM Online organization (or Office 365) from your current datacenter to one closer to your geographic location. The new local Microsoft Cloud enables data residency for commercial …

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Understanding Dynamics CRM Online vs. On Premises Update Cycles

There are a lot of things to consider when choosing whether to deploy Microsoft Dynamics CRM Online or On Premises. Up-front costs, reporting requirements and migration are the most common, but people rarely consider the differences between the online or on premises update cycles. As an on-premises user who’s been waiting almost six months to …

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Hands-On Impressions of Dynamics CRM 2015 Spring Release

We’ve had access to Microsoft Dynamics CRM 2015 Spring Release for a few months now. During the lead-up we were swooning over some of the new features but, now that we’ve been using it for a while and have seen a few clients upgrade, I wanted to circle back and see what our users really …

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