Customer Effective is a leading innovator in relationship management and process automation solutions based on the Microsoft Dynamics CRM platform. The company is a Gold Certified National System Integrator having completed hundreds of Microsoft Dynamics CRM implementations and development projects. Recent CRM and Microsoft awards include recognition as Microsoft’s 2013, 2012, 2011 and 2010 East Region CRM Partner of the Year, the 2013 US Financial Services Partner of the Year, a 2013 US Reseller of the Year Award Finalist, the a 2012 Worldwide Microsoft Financial Services Partner of the Year Finalist, the 2013 and 2010 Worldwide CRM Partner of the Year Finalist, the 2009 Worldwide Microsoft Financial Services Partner of the Year Award Winner, being named to the Microsoft Dynamics President’s Club from 2006 through 2010 and in 2012 and 2013, recipient of the Microsoft Dynamics Inner Circle distinction in 2008 through 2010 and in 2012 and 2013, as well as being a member of the 2008, 2009,2010, 2011, 2012 & 2013 Inc. 500|5000 list.
We are now two weeks into the new year. How are you doing with your New Year’s resolutions?
A new year is also a great time to re-evaluate how your CRM environment is doing, and make changes to improve system performance and get more use from the system.
What update rollup are you on? If you can’t answer that question, chances are you may not have updated for a while. To find out what update rollup is installed on your system, go to your Control Panel and select Programs and Features (in Windows 2003, Add/Remove Programs), and click the link to show installed updates. Under Microsoft Dynamics CRM, you will see installed updates.
You do not have to install every update, but I recommend staying within the past 3-4.
The latest Update Rollup for CRM 4, Update Rollup 15, was just released today. You can read the KB article here and download the bits here. Highlights of this release include increased compatibility with Internet Explorer 9, and fixes to an issue that in some cases prevented synchronization of appointments with some mobile devices.
How big is your database? If you have been using CRM for years, chances are that your database might be growing. Here are some things that you can do to reduce database bloat and improve system performance:
We’re about a week away from the global launch of Microsoft Dynamics CRM 2011. Time to get ready:
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