Author Archives for Bob Kanzler

Tips for importing emails into Microsoft Dynamics CRM

,

Tips for importing emails into Microsoft Dynamics CRM

- January 6, 2014

I recently had to import a series of email records into Microsoft Dynamics CRM which became a little more challenging...

Read More

How a CRM system can make you look foolish

How a CRM system can make you look foolish

- December 18, 2013

I recently ran across a situation where utilizing a CRM helped to make a company look foolish.  I was getting...

Read More

A new version of Microsoft Dynamics CRM is coming out, why implement now.

,

A new version of Microsoft Dynamics CRM is coming out, why implement now.

- August 16, 2013

A new version is coming out, why implement now? With the onset of Microsoft Dynamics CRM 2013, which was just...

Read More

When to use Scribe vs building data intergration or migration

,

When to use Scribe vs building data intergration or migration

- August 14, 2013

I recently had a customer that is implementing Microsoft Dynamics CRM 2011.  They were asking why we were recommending using...

Read More

Take CRM beyond sales management to personalized service

,

Take CRM beyond sales management to personalized service

- August 14, 2013

I am flying home from vacation to my family’s favorite destination, Disney World.  I took note on this trip to...

Read More

Microsoft Dynamics CRM 2013: A first look

,

Microsoft Dynamics CRM 2013: A first look

- August 6, 2013

Microsoft recently hosted a webinar to introduce us to Microsoft Dynamics CRM 2013, originally called Orion.  The presentation and product...

Read More

Using an Agile Hybrid approach to the implementation of Microsoft Dynamics CRM

,

Using an Agile Hybrid approach to the implementation of Microsoft Dynamics CRM

- August 1, 2013

We have  good success implementing Microsoft Dynamics CRM utilizing a project methodology based on the Agile method.  The Agile approach...

Read More

Tracking large opportunities as a parent to smaller future opportunities

,

Tracking large opportunities as a parent to smaller future opportunities

- July 16, 2013

We have had a few clients over the past several years using Microsoft Dynamics CRM that have struggled trying to...

Read More

Data ownership: who really owns your data in a CRM deployment

,

Data ownership: who really owns your data in a CRM deployment

- July 11, 2013

We have heard a lot of concerns about data ownership at new client sights.  These concerns are not whether the...

Read More

Is your CRM system a “Big Brother?”

Is your CRM system a “Big Brother?”

- July 2, 2013

I typically walk into meetings when Microsoft Dynamics CRM is getting introduced to the end users and a comment is...

Read More

Receive Posts by Email

Subscribe and receive notifications of new posts by email.