Author Archives for Bob Kanzler

About Bob Kanzler

Principal of RSM's Dynamics 365 CE focused on our east coast clients and non profits.

Microsoft Nonprofit Global Summit

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Microsoft Nonprofit Global Summit

- December 20, 2023

Welcome to the heart of innovation! RSM is excited to participate in the Global Nonprofit Leaders Summit, an exclusive event...

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Scribe Online Adapter convert to Azure AD – Client Credentials

- June 9, 2021

Prerequisites D365 online Scribe Insight 7.9.5 or newer Scribe Adapter for Microsoft Dynamics CRM 562 HF 14 Azure AD App...

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Take your fundraising beyond Giving Tuesday

Take your fundraising beyond Giving Tuesday

- December 2, 2020

While we have just finished up with Giving Tuesday, it is just a reminder of how much fundraising impacts your...

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Microsoft Dynamics Fundraising and Engagement – Part 2

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Microsoft Dynamics Fundraising and Engagement – Part 2

- October 8, 2020

This is the second blog in a series devoted to Microsoft Dynamics Fundraising and Engagement. The first blog introducing this...

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Microsoft Dynamics Fundraising and Engagement is released!

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Microsoft Dynamics Fundraising and Engagement is released!

- October 1, 2020

Microsoft recently included Fundraising and Engagement as part of its Dynamics 365 offering for the Not For Profit community. This...

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Microsoft Teams Live Events Offers Affordable Solution to Nonprofit Organizations

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Microsoft Teams Live Events Offers Affordable Solution to Nonprofit Organizations

- April 17, 2020

As the COVID-19 pandemic continues, strategies employed by governments to slow the spread of the virus have massive impacts on...

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Reflections on Microsoft Dynamics CRM and a Look at the Future

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Reflections on Microsoft Dynamics CRM and a Look at the Future

- November 14, 2016

I was recently preparing for a demo to a prospective client.  During my personal introduction, I told the people I...

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Microsoft Dynamics CRM 2015 – The Future of the Dialog

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Microsoft Dynamics CRM 2015 – The Future of the Dialog

- October 13, 2016

As I look at the current feature set for Microsoft Dynamics-CRM, it seems that the existing dialog functionality doesn’t fit. ...

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Microsoft Dynamics CRM 2015 Features: Business Process Flows

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Microsoft Dynamics CRM 2015 Features: Business Process Flows

- October 12, 2016

The Business Process Flows were created for Microsoft Dynamics 2013.  As with most new features, the 2013 version of Business...

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The Underutilized “Case” in Microsoft Dynamics CRM

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The Underutilized “Case” in Microsoft Dynamics CRM

- October 11, 2016

I find it interesting that Microsoft Dynamics CRM tends to be the ‘Silver Bullet’ to most ERP issues.  This is the...

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