Author Archives for Bob Kanzler

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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When no customer service is great customer service and how to know what’s most effective for your business

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When no customer service is great customer service and how to know what’s most effective for your business

- October 29, 2015

I am flying back from my family’s usual stomping ground, Disney World.  During this trip, we utilized for the first...

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How to track emails outside of the Microsoft Dynamics CRM system

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How to track emails outside of the Microsoft Dynamics CRM system

- July 23, 2015

In some cases, small features in Microsoft Dynamics CRM mean a lot.  I recently learned this while doing a training...

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Microsoft spotlights usage of Microsoft Dynamics CRM for public sector in New Jersey agency

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Microsoft spotlights usage of Microsoft Dynamics CRM for public sector in New Jersey agency

- June 12, 2015

Our client, Camden County Board of Social Services, selected RSM to implement Microsoft Dynamics CRM for its state agency.  Camden...

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The focus on marketing in a CRM implementation

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The focus on marketing in a CRM implementation

- May 20, 2015

There has been a shift in the conversations we have been having around Microsoft Dynamics CRM.  More often than not,...

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Using Microsoft Dynamics CRM case management in public sector

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Using Microsoft Dynamics CRM case management in public sector

- April 22, 2015

Lately we have had some interesting Microsoft Dynamics CRM projects in public sector, which highlights the power and versatility of...

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How professional services function in Microsoft Dynamics CRM

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How professional services function in Microsoft Dynamics CRM

- February 16, 2015

We are more frequently implementing third party packages to open Microsoft Dynamics CRM up to function in professional services organizations...

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