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Posts Tagged ‘florida microsoft CRM partner’

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 the first in a series of upcoming releases in planning and development. Microsoft CRM Product Marketing Director David Pennington, through the Microsoft CRM Product blog, […]

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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 posts.  At CRMUG we got into a great discussion about the indirect benefits of using FetchXML versus OData and that led to someone mentioning the […]

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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 hear how CRM has helped them drastically improve revenue, efficiency, and client satisfaction. These customers understand and embrace the strategic value of CRM technology, specifically […]

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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 CRM 2011 from a mobile device.  I referenced three big trends in mobility that are affecting CRM mobile strategy today.  A deeper dive into those […]

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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 significant room for improvement in how they leverage CRM. For instance, key findings include: Merely 5.8% feel that they are maximizing the full value and […]

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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 formal Statement of Direction.  The Roadmap The roadmap session was led by Craig Dewar, Director of Microsoft CRM Product Management.  The discussed releases were codenamed […]

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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 past forty-three months. Since the market bottom in March 2009, stocks have earned a cumulative return greater than 100%. Apparently, investors have failed to notice […]

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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 one in reporting services using Business Intelligence Developer Studio, right? But what if you want to use filtering in CRM to allow users the flexibility […]

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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 profitable top-line growth. Striving to meet and exceed the expectations of the new, digitally savvy, and often fickle consumer in a cost-effective manner is not […]

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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 Time The webinar will cover topics including: How companies have integrated AssureSign Electronic Signature Technology into Microsoft Dynamics CRM  How to merge your documents with […]

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