Author Archives for Bob Kanzler

About Bob Kanzler

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

Tracking large opportunities as a parent to smaller future opportunities

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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...

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

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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...

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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...

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CRM Implementation Success Factor: User Acceptance Starts at the Beginning

CRM Implementation Success Factor: User Acceptance Starts at the Beginning

- June 27, 2013

Sometimes the hardest challenge in switching systems is not the data migration or translating business requirements, it is the adoption...

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