RSMUS.comAuthor Archives for Bob Kanzler
About Bob Kanzler
Principal of RSM's Dynamics 365 CE focused on our east coast clients and non profits.
Dynamics 365 Customer Engagement, Microsoft
When no customer service is great customer service and how to know what’s most effective for your business
I am flying back from my family’s usual stomping ground, Disney World. During this trip, we utilized for the first...
Dynamics 365 Customer Engagement, Microsoft
How to track emails outside of the Microsoft Dynamics CRM system
In some cases, small features in Microsoft Dynamics CRM mean a lot. I recently learned this while doing a training...
Dynamics 365 Customer Engagement, Microsoft
Microsoft spotlights usage of Microsoft Dynamics CRM for public sector in New Jersey agency
Our client, Camden County Board of Social Services, selected RSM to implement Microsoft Dynamics CRM for its state agency. Camden...
Dynamics 365 Customer Engagement, Microsoft
The focus on marketing in a CRM implementation
There has been a shift in the conversations we have been having around Microsoft Dynamics CRM. More often than not,...
Dynamics 365 Customer Engagement, Microsoft
Using Microsoft Dynamics CRM case management in public sector
Lately we have had some interesting Microsoft Dynamics CRM projects in public sector, which highlights the power and versatility of...
Dynamics 365 Customer Engagement, Microsoft
How professional services function in Microsoft Dynamics CRM
We are more frequently implementing third party packages to open Microsoft Dynamics CRM up to function in professional services organizations...
Dynamics 365 Customer Engagement, Microsoft
Import marketing lists in Microsoft Dynamics CRM with custom import solution
We find ourselves being asked to import marketing lists into Microsoft Dynamics CRM on a regular basis. Customers new to...
Dynamics 365 Customer Engagement, Microsoft
Consider a SharePoint and ADFS plan before a Microsoft Dynamics CRM 2013 implementation
Many times when starting a project utilizing Microsoft Dynamics CRM 2013, we talk to customers about any design work for Dynamics...
Dynamics 365 Customer Engagement, Microsoft
Using a CRM solution helps demonstrate good customer service
Last year I blogged about going to Disney World on vacation and how the use of a Microsoft Dynamics CRM system...
Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics CRM — Moving between on-premise and online, and vice versa
We have had a few customers that have decided, for whatever reason, to move from Microsoft Dynamics CRM on-premise to...