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  • Blog Post: Looking to Migrate to Microsoft Dynamics CRM 2011? Do it yourself for free!

    For last month’s column, I stepped out of the technical side to show you all the tools available out there to help you drive user adoption and resolve any issues you have regarding Microsoft Dynamics CRM 2011. I called last month’s column “ The Microsoft Dynamics CRM Swiss Army Knife ”. This month, I...
  • Blog Post: Migrating from ACT! to Microsoft Dynamics CRM 2011

    Follow these steps to complete a Sage ACT! to Microsoft Dynamics CRM 2011 Migration:   Preparing Microsoft Dynamics CRM 2011 and getting a Full Export out of Sage ACT!: 1. Make sure all Sage ACT! users have been created as Microsoft Dynamics CRM Users and have a Security Role assigned that allows...