Author Archives for Bob Kanzler

The focus on marketing in a CRM implementation

,

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,...

Read More

Using Microsoft Dynamics CRM case management in public sector

,

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...

Read More

How professional services function in Microsoft Dynamics CRM

,

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...

Read More

Import marketing lists in Microsoft Dynamics CRM with custom import solution

,

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...

Read More

Consider a SharePoint and ADFS plan before a Microsoft Dynamics CRM 2013 implementation

,

Consider a SharePoint and ADFS plan before a Microsoft Dynamics CRM 2013 implementation

- December 15, 2014

Many times when starting a project utilizing Microsoft Dynamics CRM 2013, we talk to customers about any design work for Dynamics...

Read More

Using a CRM solution helps demonstrate good customer service

,

Using a CRM solution helps demonstrate good customer service

- October 17, 2014

Last year I blogged about going to Disney World on vacation and how the use of a Microsoft Dynamics CRM system...

Read More

Microsoft Dynamics CRM — Moving between on-premise and online, and vice versa

,

Microsoft Dynamics CRM — Moving between on-premise and online, and vice versa

- October 8, 2014

We have had a few customers that have decided, for whatever reason, to move from Microsoft Dynamics CRM on-premise to...

Read More

Route for upgrading from older versions of Microsoft Dynamics CRM to Microsoft Dynamics CRM 2013

,

Route for upgrading from older versions of Microsoft Dynamics CRM to Microsoft Dynamics CRM 2013

- October 2, 2014

We have had a number of customers that are looking to move from Microsoft Dynamics CRM 4.0 (3.0 in one...

Read More

Microsoft Dynamics CRM 2013 data imports limitations

,

Microsoft Dynamics CRM 2013 data imports limitations

- September 5, 2014

We get a lot of questions as far as data imports and more specifically updating. Microsoft Dynamics CRM 2013, just...

Read More

Business rules in Microsoft Dynamics CRM 2013 are missing one key feature

,

Business rules in Microsoft Dynamics CRM 2013 are missing one key feature

- August 19, 2014

I have read many of the blogs written by my colleagues about the great new features of Microsoft Dynamics CRM....

Read More

Receive Posts by Email

Subscribe and receive notifications of new posts by email.