CRM Software Blog

CRM Software Blog
  • Dynamics CRM 2013 – How to Change a business process: Free eBook

    One of the many new exiting feature in Dynamics CRM 2013 is the ability to configure consistent business process that will allow users to follow best practices and common steps in their daily work.   Business processes can be used to support a step...
  • Business (Working) Hours Calculator for Microsoft Dynamics CRM

    CRM workflows can add time (days and hours) to a date/time field. To create a task 4 hours from now, let's say: Friday 4:00PM, the calculated time is 8:00PM the same day, which is outside business hours ( Monday-Friday 8:00AM till 5:00PM). Adding...
  • Parature: What Is It and How Can It Help Boost Customer Satisfaction?

    Ever since January when Microsoft announced it had acquired Parature, a cloud based customer service solution provider, there’s been a fair amount of speculation about what this means for Microsoft’s Dynamics CRM customer relationship management platform...
  • How to Manage Cross-Entity Business Process Flows in CRM 2013

    Cross-entity Business Process Flows provide an excellent tool for companies to guide CRM users to intended outcomes, in a consistent and repeatable fashion.  BPFs are flexible and extensible, allowing for CRM to model complex scenarios and thereby bring...
  • With Microsoft Dynamics CRM – You No Longer Have to “Fly Blind”

    “This is your captain speaking. I have a quick announcement to make from the flight deck. We are in the air, and the co-pilot and I have no idea what altitude we are flying at or what direction we are headed. Now sit back, relax, and enjoy the flight...
  • CRM 2013: Top 5 Time-Saving Features

    With a spirit of efficiency, CRM 2013 boasts many major new features like  business process flows  and a streamlined user-interface. With that said, some of my favorite features in this release are the simplest and most subtle. Here are my top 5 time...
  • How To: Standardize Telephone Numbers with Javascript in Microsoft Dynamics CRM

    How to add Telephone Number Standardizing Javascript to CRM 2011 and 2013: Instructions for CRM 2011: The script found below will take a string of 10 numbers and convert them to the following format: (###) ###-####. Identify the script to be used...
  • Security Role Specific Dashboards in Microsoft Dynamics CRM 2013

    A common request of the 2011 version of CRM was the ability to create a dashboard for a group of users, but restrict access to that dashboard from the rest of the organization. An example would typically be an administrative dashboard, which would be...
  • Know the Real Cost of Your Next CRM Purchase

    Sometimes, knowing the actual cost of a CRM system can be a guessing game. IT news is often littered with horror stories of organizations that thought they were going to spend thousands and ended up spending tens or even hundreds of thousands. CRM Software...
  • CRM Jeopardy! – Top 5 Questions to Answer Before You Begin Your Search for a CRM Software System

    I’m going out on a limb here and assume you’re all familiar with the TV game show Jeopardy! Created by Merv Griffin, it first aired in 1964. The daily syndicated version we’re all most familiar with premiered in 1984 and since its inception has featured...
  • Choose the Right Microsoft CRM Partner

    Identifying Microsoft CRM as your software solution is only half the battle. Choice of an implementation partner is equally important. Success or failure depends largely on the choice you make. These 4 tips can help: Look at the partners experience...
  • Well-Executed Follow-ups with Dynamics CRM

    CRM for Success is the monthly webinar series that we kicked off for 2014. This series is exclusively for CEOs, CMOs, and CSOs. Each month we will provide you with the management insight necessary for maximizing the expected benefits of CRM. We stay on...
  • Grow Your Small Business with Microsoft Social Listening

    Previously, for small businesses, communicating face-to-face was critical, because it was the personal touch customers were looking for. However, in today’s world, B2B customers are more likely to use social media to influence their purchase decisions...
  • Fixing the Microsoft Dynamics 2013 Outlook Connector After upgrade

    This is just a quick tip. Hopefully I can save you the time I spent on the phone with Microsoft support. The Dynamics CRM 2013 Outlook Connector is not compatible with Windows 8.1 and IE 11. You cannot connect. I was originally told this would be...
  • Famous Brands Using Microsoft Dynamics CRM – Name Dropping at Convergence 2014

    There are over 40,000 companies (with 4 million) users that rely on Microsoft Dynamics CRM. A few of these companies were highlighted at Convergence 2014 – the annual Microsoft Dynamics user event. See how many of these famous brands you recognize: ...
  • Dynamics CRM 2013 Webinar – Making Reporting Sense of Complicated Business Processes

    If you're a current Microsoft Dynamics CRM  user, ask yourself: • Are you leveraging the guided business process? • Are your processes somewhat complicated? • Have you tried to create that dashboard chart and failed? • Have you had problems generating...
  • Can You Provide Amazing Customer Experience Before You Have The Customer?

    What makes a company choose one Microsoft Dynamics CRM partner over another? In the case of Trek Bicycles , it was receiving “an amazing customer experience” even before they were a customer. Trek already used Microsoft Dynamics CRM, but they needed...
  • Hitachi Solutions Acquires Leading Microsoft Dynamics CRM Consultancy – Customer Effective

    Hitachi Solutions America, Ltd., a leading provider of global industry solutions based on Microsoft Dynamics AX and Microsoft Dynamics CRM, announced it has acquired Customer Effective, a leading provider of industry-focused Microsoft Dynamics customer...
  • Microsoft Dynamics CRM 2013 Update Rollup 2 Delivers Solid Improvements

    Microsoft Dynamics CRM 2013 Update Rollup 2 was released last week for CRM Online and On Premises. There are a number of exciting features in the new update. Probably the things that will get the most attention are full support for Internet Explorer...
  • CRM Buzz Watch: Salesforce.com Questioned on Revenue, Profits, While Analysts Take a Shine to Microsoft Dynamics CRM 2013

    There is an interesting thing happening in CRM-land.  Financial and tech media outlets, such as Business Insider, Fool.com, and Seeking Alpha are questioning the accounting practices, financial health and future direction of Salesforce.com.  Elsewhere...
  • The Top Five Reasons to Use Business Process Flows in Microsoft Dynamics 2013

    One of the most exciting new features in Microsoft Dynamics 2013 is the addition of Business Process Flows.  Yes they are pretty, guided and thoroughly ‘modern’, but more importantly they seek to replicate real world business process inside of an enterprise...
  • 3 Lessons Sales Reps Can Learn From a 4 Year Old When Using CRM Software

    What are three lessons sales reps can learn from a 4 year old when it comes time to use a new CRM software system? Learn to share, Use your words, and Watch others. During a recent interview David Peterson from Trek , an IT executive (and self proclaimed...
  • WennSoft Evolution and Microsoft Dynamics CRM – The New Way to Work!

    Work doesn’t always start at 8 a.m. and end at 5 p.m. Things don’t always wait until you’re in the office. WennSoft Evolution provides the team with access to data and information whenever it’s needed. Statistics are readily manageable via the web, from...
  • Test the Dynamics CRM Quick Quote Tool For Project Cost Estimates

    Do you want an accurate, up-to-date budgetary quote on the software cost, annual maintenance fees, and estimated implementation charges for a Microsoft Dynamics CRM project? You are in luck. The CRM Software Blog Quick Quote tool will ask you a few short...
  • How CRM Helps Marketers Make Sense of Big Data

    The problem with business data today is that it’s big – and it’s getting bigger.  According to an article on the Huffington Post by BrightEdge CEO and Founder, Jim Yu , 92% of the world’s data was created in the last two years.  No doubt, that includes...