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Innovating on CRM

Innovating on CRM
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About Innovating on CRM

Innovating on CRM talks about getting more out of your CRM system and improving its alignment to the way your business works. We offer tips, tricks and insight for users, power users and business analysts.

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  • Sure Step Methodology Exam MB5-858

    Posted 4 days ago
    by Jerry Weinstock CRMInnovation.com
    For the last 3 years I have been thinking I should take the Sure Step Methodology Exam  MB5-858. True, we use parts of the Sure Step Methodology for project management here at CRM Innovation, but I have never taken any official product training on it...

  • Connector for Microsoft Dynamics CRM Field Guide Chapter 23

    Posted 6 days ago
    by Jerry Weinstock CRMInnovation.com
    It is week 23 in the review of the CRM Field Guide chapters from the book –  The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM . This week it is the 44 page Connector for Microsoft Dynamics  chapter. This chapter takes us through...

  • Microsoft Dynamics CRM 2011 Application Design Book Review

    Posted 13 days ago
    by Jerry Weinstock CRMInnovation.com
    I was asked by Packt Publishing to do a review of their Microsoft Dynamics CRM 2011 Application Design book, authored by Mahender Pal. There are 8 chapters and two appendices in this 220 page book. The book will walk you through the learning process...

  • Solution Management and Troubleshooting CRM Field Guide Chapter 22

    Posted 14 days ago
    by Jerry Weinstock CRMInnovation.com
    It is week 22 in the review of the CRM Field Guide chapters from the book –  The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM . This week it is the 36 page Solution Management and Troubleshooting  chapter. This chapter is going...

  • I am a CRM Billionaire! Well, Not Exactly

    Posted 19 days ago
    by Jerry Weinstock CRMInnovation.com
    Thanks to a story by Redmond Channel Partner I learnt today that I am ‘part’ of a Billion $ a year program. So while I am not personally quite that rich, I am however reaping all the benefits of the wonderful application that Microsoft has...

  • Introduction to Solutions CRM Field Guide Chapter 21

    Posted 20 days ago
    by Jerry Weinstock CRMInnovation.com
    It is week 21 in the review of the CRM Field Guide chapters from the book – The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM . This week it is the 32 page Introduction to Solutions chapter. For those of us in the...

  • Customization Strategies CRM Field Guide Chapter 20

    Posted 27 days ago
    by Jerry Weinstock CRMInnovation.com
    It is week 20 in the review of the CRM Field Guide chapters from the book –  The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM . This week it is the 11 page Customization Strategies and Solution Management  chapter. There are...

  • Microsoft Dynamics CRM and Eventbrite.com for Event Management

    Posted 1 month ago
    by Jerry Weinstock CRMInnovation.com
    If you use Eventbrite.com for scheduling and organizing your firm’s events. And you have or are thinking of using Microsoft Dynamics CRM to manage your customer relationships then you need to look at Event2CRM from our firm. It is a great solution...

  • User Adoption CRM Field Guide Chapter 19

    Posted 1 month ago
    by Jerry Weinstock CRMInnovation.com
    It is week 19 in the review of the CRM Field Guide chapters from the book – The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM. This week it is the 25 page User Adoption chapter. Is there anything more important than understanding...

  • Data Management Best Practices CRM Field Guide Chapter 18

    Posted 1 month ago
    by Jerry Weinstock CRMInnovation.com
    It is week 18 in the review of the CRM Field Guide chapters from the book – The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM. This week it is the 28 page Data Management Best Practices chapter. There is that old expression –...

  • CRM Server Optimization, Maintenance and Monitoring CRM Field Guide Chapter 17

    Posted 1 month ago
    by Jerry Weinstock CRMInnovation.com
    It is week 17 in the review of the CRM Field Guide chapters from the book – The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM. This week it is the 46 page CRM Server Optimization, Maintenance and Monitoring chapter. This chapter...

  • User Adoption Starts at Design

    Posted 1 month ago
    by Jerry Weinstock CRMInnovation.com
    The common thinking is that one of the underlying requisites to have user adoption for your CRM system is to get strong, vocal, visible buy-in by the executive team. Now I wouldn’t diminish that component of the success elements. Nor would I forget...

  • Web2CRM Internet Lead Capture – Another 5.0 Review

    Posted 1 month ago
    by Jerry Weinstock CRMInnovation.com
    The Web2CRM advanced Internet Lead Capture has received another 5.0 review on the Microsoft PinPoint Community site. Web2CRM is available to companies that want to push form submission data directly into their CRM system for immediate action and processing...

  • CRM for Outlook Optimization and Troubleshooting CRM Field Guide Chapter 16

    Posted 1 month ago
    by Jerry Weinstock CRMInnovation.com
    It is week 16 in the review of the CRM Field Guide chapters from the book – The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM. This week it is the 26 page CRM for Outlook Optimization and Troubleshooting chapter. This is one of...

  • Convergence 2013 Meet Up in Person

    Posted 2 months ago
    by Jerry Weinstock CRMInnovation.com
    Will you be attending Convergence 2013 in New Orleans the week of March 17th? If so and we only know each other virtually perhaps you would like to stop by and say hello in person? Sounds great to me. How can you find me in a sea of 10K + people? Here...

  • SharePoint & CRM: Better Together CRM Field Guide Chapter 15

    Posted 2 months ago
    by Jerry Weinstock CRMInnovation.com
    It is week 15 in the review of the CRM Field Guide chapters from the book – The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM. This week it is the 37 page SharePoint & CRM: Better Together chapter. This chapter covers not only...

  • MarketingPilot – Why did Microsoft buy them?

    Posted 2 months ago
    by Jerry Weinstock CRMInnovation.com
    So there is a lot of ‘stuff’ floating around on why did Microsoft acquire MarketingPilot vs building it themselves. Some even are questioning why do anything at all and continue to rely on the ISV channel for extending Marketing functionality...

  • Email2CRM and VerticalResponse

    Posted 2 months ago
    by Jerry Weinstock CRMInnovation.com
    Several years ago when we decided to build an extension to Microsoft Dynamics CRM we considered two routes: 1. Build an integration between CRM and a business class email marketing provider or 2. Create our own business class email marketing system. We...

  • Change Microsoft Account Fails after Polaris Update

    Posted 2 months ago
    by Jerry Weinstock CRMInnovation.com
    Recently while supporting a client’s CRM Online environment we discovered that since the December 2012 Service Update (Polaris) it is not possible to change a users Microsoft Account. We needed to update a users’ Live ID they were using to...

  • Microsoft MVP Summit 2013

    Posted 2 months ago
    by Jerry Weinstock CRMInnovation.com
    Last week I spent Sunday through Wednesday at the MVP Summit with 40 or so other CRM MVPs and the Microsoft Dynamics CRM Product Team. We are under a very strict NDA so there isn’t anything I can share with you except: 1. The product team is working...

  • Dynamics CRM Report Development CRM Field Guide Chapter 14

    Posted 2 months ago
    by Jerry Weinstock CRMInnovation.com
    It is week 14 in the review of the CRM Field Guide chapters from the book – The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM. This week it is the 43 page Dynamics CRM Report Develolpment chapter. This chapter will give you the...

  • Internet Lead Capture Foreign Language Support

    Posted 2 months ago
    by Jerry Weinstock CRMInnovation.com
    If you need to have forms on your website that are in your local language and submit directly to the CRM system then you will find our Web2CRM – Advanced Internet Lead Capture just the solution. One of our client’s Peoples Trust Company needed...

  • Aligning Reports to the Audience – CRM Field Guide Chapter 13

    Posted 3 months ago
    by Jerry Weinstock CRMInnovation.com
    It is week 13 in the review of the CRM Field Guide chapters from the book –  The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM . This week it is the 22 page Aligning Reports to the Audience chapter. A report means different things...

  • B2B Email Marketing is (not) Dead

    Posted 3 months ago
    by Jerry Weinstock CRMInnovation.com
    If you thought B2B email marketing is dead you are premature in this position. According to a recent survey published in eMarketer, in-house email marketing is used by 97% of the respondents. Search Engine Optimization ranked second. But even more...

  • Assigned and Inherited Security Roles

    Posted 3 months ago
    by Jerry Weinstock CRMInnovation.com
    I bet you think that you absolutely, positively know the answer to the following question. All users logging into the Microsoft Dynamics CRM 2011 must have an assigned user security role? Yes or No? Would you be willing to bet your reputation that...
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