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  • Blog Post: CRM to the People – A “Must Read” Book

    Whether you’re starting a new CRM initiative, or salvaging an existing one, never underestimate the value of taking the time to gauge if your organization has the key ingredients in place for a successful CRM implementation – before you implement CRM software. A successful CRM implementation is a strategic...
  • Blog Post: Polaris Update for CRM Promises to Attract More Users, Provide Better User Experience

    The next update for Microsoft Dynamics CRM promises to expand the reach of CRM and provide a better experience for users.  The Polaris Update (formerly known as “R8”) is scheduled to be released in December and will first be available for CRM Online users.  The update will provide several improvements...
  • Blog Post: STAR Helps Dynamics CRM Online Meet Security and Regulatory Requirements

    Back in July, the Microsoft Dynamics CRM team had an important announcement on cloud security that may have flown under the radar for many of us. Microsoft had registered CRM Online with the Cloud Security Alliances’ STAR (Security, Trust, & Assurance Registry) program. That’s a mouthful...
  • Blog Post: Microsoft Dynamics CRM 2011 is Still The Choice

    It’s been a busy year for those of us associated with Microsoft Dynamics CRM. With the feature releases, Update Rollups, growing customer base, fantastic Gartner and Forrester reviews it’s clear why Microsoft Dynamics CRM is still the software of choice. Sometimes it feels like there’s too much to...
  • Blog Post: xRM: Extending the Scope of Microsoft Dynamics CRM

    Before delving into the details of xRM and how to put it to work for your organization, it’s important for establish a common definition.  According to Wikipedia, xRM is a strategy that takes CRM one step further, focusing on managing all relationships – not just those with customers.  With that, let...
  • Blog Post: Any Device, Anytime: Microsoft Dynamics CRM Gets Flexible with Multi-Device, Platform, and Browser Functionality

    Microsoft has recently announced significant new capabilities for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online to be delivered in the upcoming service update slated for Q2 2012. This is in keeping with plans to release new functionality bi-annually in spring (Q2) and fall (Q4) each year...
  • Blog Post: xRM: Your Guidebook to Finding the Right CRM Solution

    Figuring out whether to purchase or build from scratch an enterprise business application is a decision that many companies have faced. Thankfully, that decision has been made easier with the introduction of the Microsoft xRM application platform. With the xRm application platform, your company will...
  • Blog Post: Agile Thoughts for the Dynamic CRM Implementation

    Working for a business that implements a brisk volume of accounting and CRM systems, it’s clear that there are significant differences in how these systems are developed and rolled out. These differences are seen throughout the entire implementation process from design and development to go-live. Understanding...
  • Blog Post: Microsoft Dynamics CRM Simplifies Moving to the Cloud

    If your company or organization is thinking of investing in (or upgrading) a Customer/Membership Management System (CRM), you’ve probably heard about Microsoft Dynamics CRM Online and cloud computing. CRM Online has been the main focus of Microsoft for some time and seems to be the future of how we conduct...
  • Blog Post: Microsoft Dynamics CRM 2011 – A Closer Peek at the Details

    Considering that Microsoft Dynamics CRM version 4.0, first released in 2007, has literally reshaped the CRM landscape, the impact of Microsoft Dynamics CRM 2011 will be considerable.  It will provide a major step in user experience, personalisation, business intelligence, integration, flexibility, and...
  • Blog Post: Switching from Salesforce.com to Microsoft Dynamics CRM? A CRM Data Migration Option for Making Sure Your Notes and Documents Come Over Too

    If your company is switching from Salesforce.com to Microsoft Dynamics CRM (and there are plenty of excellent reasons to do so!), you are going to want the best options for data conversion.   Just ask any sales person if he or she wants their notes and documents to come over too;  the answer will probably...
  • Blog Post: Microsoft Dynamics CRM 2011 Sneak Peek at New Features, Functions and Enhancements

    The next version of Microsoft Dynamics CRM , due for beta release in September 2010, is being eagerly awaited by business partners and end-users alike. Officially named Microsoft Dynamics CRM 2011 (previously it’s been referred to as version 5 or Microsoft Dynamics CRM 5) the product will offer a whole...
  • Blog Post: When It Comes To CRM, Microsoft Has Its Head In The Cloud

    If you are trying to decide whether to invest in an on-premise CRM solution or an on-demand solution, it might be a good idea to see where your software vendor is focusing their attention (and R&D funds).  When you are looking for a software solution to help you manage the future of your business...