alewis

About Amber Lewis

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So far Amber Lewis has created 17 blog entries.

Why Use a CRM Portal?

While simply having Microsoft Dynamics CRM is becoming a no-brainer, there is even more that can be done to open your business to customer, partner, and vendor engagement. Inside your CRM system is the potential to create an information hub...

August 26th, 2016|Categories: CRM|

How to Make Audits Easy with CRM

Hands up! Are you ready… for an audit? We hope your company is staying organized, because the process of ensuring that your manufactured product meets standards of quality and safety is difficult at best, and terrifying at worst. In the business of manufacturing, regulatory compliance is no new hurdle. Audits ensure that standards [...]

August 12th, 2016|Categories: CRM, Manufacturing|

Co-Op Finds Relief with Microsoft Dynamics CRM

The Short and Sweet TechAir Group was perfect for the job of helping National Co+Op Grocers (NCG) with their pain points. On a day-to-day basis, NCG was dealing with headache-inducing spreadsheets, valuable information locked away within emails, a frustrating contract process, and a gross loss of productivity. We translated all of their [...]

July 29th, 2016|Categories: Case Study|

WORKAROUND: Dynamics CRM Will Not Send Out Attachments When An Email Uses a Template

We've developed a workaround for a current issue in Microsoft Dynamics CRM 2015 where attachments will not send emails with attachments from a workflow. This can happen after upgrading to CRM 2015. It’s believed that the cause occurs when creating the MAPI item in Outlook. The sync process attempts to add the attachments [...]

July 21st, 2016|Categories: Technical, Tutorials|

SOLUTION: Error Importing MS Dynamics CRM 2015 Online Database to Local CRM 2016 Environment

It's not uncommon to encounter errors when trying to upgrade from one version of Microsoft Dynamics CRM to another. We recently encountered an issue when trying to import Microsoft Dynamics CRM online organization version 7.1.2.1025 to a local Microsoft Dynamics CRM 2016 deployment. The error that comes up in DmSnappin log is: System.Reflection.TargetInvocationException: [...]

July 8th, 2016|Categories: Technical, Tutorials|

Microsoft Dynamics CRM for Local Government

What else is your Government made to serve, if not the people? Customer Relationship Management (CRM), those three words alone are huge sectors of what and who the government works to support, therefore it makes sense that they have a solution for properly and efficiently providing vital services, right? At TechAir Group, we [...]

June 20th, 2016|Categories: CRM, Public Sector|

How To Get Employees to Use CRM

The human element can put a damper in every great technological process. It can be difficult to get people to work within a CRM when they have to input data manually, don’t have reminders or escalation procedures within the CRM, or most of the work they do is outside of the CRM. Besides [...]

June 6th, 2016|Categories: CRM|