Processes at the Center of the Microsoft CRM December 2012 Service Update
Microsoft announced details of the new December 2012 Service Update, and processes, not lists and forms, are at the center of the new design. The release, formerly called ‘Polaris’, is …
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JavaScript Fetch XML–Supporting IE10 and Other Browsers
Last year we looked at building FetchXML support with JavaScript and these two blog posts were quite popular. Surprisingly a few people at CRMUG thanked me for these specific blog …
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Achieving Process Improvement and Strategic Advantage with Microsoft Dynamics CRM
Last month, I had the opportunity to visit with many customers and partners of Customer Effective at our annual Customer Conference. It was great to catch up with clients and …
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Three Megatrends Affecting Today's Mobile CRM Environment
Accessing CRM from a mobile device is one one of the hottest topics in CRM today. In a previous blog post, I outlined four choices available today for using Microsoft …
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Is Your Wealth Management Firm Getting the Most Out of Its CRM?
Over the summer, Schwab Advisor Services surveyed over 1,600 Registered Investment Advisors (RIAs) concerning how they are utilizing CRM technology in their business operations. Poll results demonstrate that RIAs have …
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Microsoft Dynamics CRM Roadmap Update from eXtreme CRM 2012
The 2012 version of the Microsoft CRM partner event eXtreme CRM just wrapped up and the buzz-worthy highlight was the announcement of the CRM future roadmap in advance of the …
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Better Connect and Cultivate Deeper Relationships with Out-of-Touch Investors with Microsoft Dynamics CRM
InvestmentNews recently shared research from Franklin Templeton that reveals that individual investors are not aware of the bull run that has been going on in the equity markets for the …
Preparing a SQL Server Reporting Services (SSRS) Report to Use Filtering and Fetch XML in CRM 2011
Sooner or later, you will come across a more complicated report than can be handled in the report wizard or with custom views in CRM 2011. No problem, just write …
Improve Customer Relations and Reshape the Customer Experience with Microsoft Dynamics CRM 2011
In today’s turbulent economy, corporate decision-makers are reexamining how they can consistently deliver a more memorable and differentiated customer experience that is more aligned with customers’ needs and ultimately generates …
Customer Effective and AssureSign to Present Webinar on February 15 at 2:00pm Eastern
Customer Effective and AssureSign Present: Increase Efficiency. Decrease Cost. With AssureSign for Microsoft Dynamics CRM We are excited to announce a FREE webinar on February 15, 2012 at 2:00pm Eastern …
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