Archives

Next Generation Phone Lines (SIP) – Prepare to Save!

Next Generation Phone Lines (SIP) – Prepare to Save!

- December 24, 2014

The land lines that we know today are going away.  By the end of this decade, your company will most...

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How to enable logging in the Connector For Microsoft Dynamics CRM

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How to enable logging in the Connector For Microsoft Dynamics CRM

- December 23, 2014

When running integrations for Microsoft Dynamics CRM 2011 using the Connector for Microsoft Dynamics, you may see error messages in...

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5 ways to get your SharePoint project back on track

5 ways to get your SharePoint project back on track

- December 23, 2014

We work with many clients who have implemented SharePoint in their organizations but aren’t utilizing it to its full potential or...

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Business Continuity and Disaster Recovery: Understanding RTO and RPO

Business Continuity and Disaster Recovery: Understanding RTO and RPO

- December 23, 2014

Lately, I have had several conversations with customers regarding Business Continuity and Disaster Recovery (BC/DR).   I am finding that, in...

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Microsoft Dynamics CRM 2015 new functionality: How to do aggregate and calculate rollup data

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Microsoft Dynamics CRM 2015 new functionality: How to do aggregate and calculate rollup data

- December 22, 2014

Microsoft Dynamics CRM 2015 was released for online and on-premise on December 1, 2014, and out-the-box, it has some neat...

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Import marketing lists in Microsoft Dynamics CRM with custom import solution

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Import marketing lists in Microsoft Dynamics CRM with custom import solution

- December 22, 2014

We find ourselves being asked to import marketing lists into Microsoft Dynamics CRM on a regular basis.  Customers new to...

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Tips on Creating Custom Forms, Views and Menu Items for Microsoft Dynamics AX

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Tips on Creating Custom Forms, Views and Menu Items for Microsoft Dynamics AX

- December 19, 2014

Custom forms, views and menu items can greatly enhance a Microsoft Dynamics AX user’s experience. And once learned, this is...

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The Importance of Training: Part 3 – end-user training and evaluation for Dynamics CRM

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The Importance of Training: Part 3 – end-user training and evaluation for Dynamics CRM

- December 19, 2014

Continuing on the topics introduced in my previous article titled “The Importance of a Training Plan: Your Implementation Depends On...

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Killer app for dialogs – Extend customer addresses in Microsoft Dynamics CRM without code

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Killer app for dialogs – Extend customer addresses in Microsoft Dynamics CRM without code

- December 19, 2014

The address (AKA customer address) entity is an important entity in Microsoft Dynamics CRM.  However, one major frustration is that...

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Human relationship management (HRM) capabilities in Microsoft Dynamics CRM

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Human relationship management (HRM) capabilities in Microsoft Dynamics CRM

- December 18, 2014

How can you turn Microsoft Dynamics CRM 2013 into a human relationship management (HRM) system? By importing a couple different...

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