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|

Microsoft Dynamics CRM vs Salesforce

Microsoft Dynamics CRM vs Salesforce One of the most crucial software debates carries on: Microsoft Dynamics CRM or Salesforce? Because the two popular and effective solutions are battling it out for the top spot in the market, there is a lot to discuss when choosing one or the other. Salesforce and [...]

July 18th, 2016|Categories: Dynamics 365 CRM|

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 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: Dynamics 365 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: Dynamics 365 CRM|

XRM vs CRM: What is XRM?

Customer Relationship Management (CRM) programs are evolving into the integrated and powerful software solutions that every company dreams of using. CRM solutions like Microsoft Dynamics CRM have the capabilities and tools your company needs to: Integrate disparate systems Enable communication and information-sharing between departments Have a central location for business-sensitive information Connect sales [...]

May 20th, 2016|Categories: Dynamics 365 CRM|