When Do You Need CRM? 6 Scenarios

As we approach the end of the year, it’s time to take a step back and take a look at your business. Self-reflection can help fill in the gaps between your goals and the processes used to achieve them, and in our experience, most businesses have a lot of filling to do. Business [...]

December 19th, 2016|Categories: CRM|

XRM: Customizable CRM for an Engaging User Experience

CRM to XRM: Make it your own Rarely is anything one-size-fits-all.  We often make purchasing decisions based on how products fit our individual goals and processes. We design our desks, offices, and workspaces to fit our job duties, personalities, and corporate culture. As we grow, we change; looking for ways to function [...]

December 5th, 2016|Categories: CRM|

Import Existing Active CRM Users Into Domain for Test

You can simplify testing during Dynamics CRM migrations with this script we wrote long ago that is still helpful today! The script below allows you to grab all existing active CRM users from a database, and create a script to import them into your Domain so you can then link up the users [...]

November 23rd, 2016|Categories: Technical|

Voting and Microsoft Dynamics CRM

Back in time at the polling place While the election results may be fresh in your mind, the election process may have already slipped from memory. On election day here in Minnesota, you may have woken up early to avoid a lengthy line, strode anxiously into the polling place, signed in at [...]

November 18th, 2016|Categories: Public Sector|

Introducing Dynamics 365

Coming soon, Microsoft will bundle elements from Dynamics CRM and utilize a new app marketplace, AppSource, to form Dynamics 365 for securing and expanding business through intelligent digital tools. According to Microsoft; “Business processes are at the core of every business. Across all industries our customers are looking to adapt their customer engagement [...]

November 4th, 2016|Categories: CRM|

CRM for Call Centers: Supporting the Support Team

Back at it again, with CRM for Call Centers It seems like we’re discovering new niches for CRM systems everywhere we look. Is it because we believe Microsoft Dynamics CRM is as dynamic as its name suggests? Looks likely. Our newest match is the partnership between Microsoft Dynamics CRM and the call center [...]

October 21st, 2016|Categories: Call Centers|

How to Setup Scribe Online with Microsoft Dynamics CRM

This tutorial will show you how to setup Scribe Online with Microsoft Dynamics CRM. Scribe Online provides solutions for replication, data migration, and data integration and can be instrumental for customization within Microsoft Dynamics CRM. What is Scribe Online? Scribe Online is a robust and inexpensive no-code solution that is easy to setup [...]

October 4th, 2016|Categories: Technical, Tutorials|

7 Reasons Why Your Company Should Consider Microsoft Dynamics CRM

If you’re ready to make the leap to CRM, we are here to help! Whether you’re struggling to find a CRM solution that fits, or questioning your current CRM, we’ve developed an easy list of reasons a customized Microsoft Dynamics CRM implementation will fit your budget, objective, time, and team. 1. CRM works [...]

SOLUTION: Dynamics CRM 2016 SP1 On-Premise Server Integration to SharePoint 2013 On-Premise Issues

UPDATE! You can get around the CRM 2016 SP1 On-Premise integration to SharePoint 2013 On-Premise by following the instructions below: On the CRM Server with the CRM Deployment Manager - Open up the CRM Deployment Manager Deactivate Claims Authentication Go to Dynamic CRM Properties > Web Address > Change https to http On the CRM [...]

September 16th, 2016|Categories: Technical, Tutorials|

How to Reach Business Goals with Enterprise Social Collaboration

Collaboration is the Key to Success When the goal is to enforce effective collaboration and communication within your workplace community, large or small scale, the reality is that certain relationships need to be created. After all; with so much variation in personalities and work styles, getting people to work toward a common [...]

September 9th, 2016|Categories: CRM|