Author 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
Tracking large opportunities as a parent to smaller future opportunities
We have had a few clients over the past several years using Microsoft Dynamics CRM that have struggled trying to...

Dynamics 365 Customer Engagement, Microsoft
Data ownership: who really owns your data in a CRM deployment
We have heard a lot of concerns about data ownership at new client sights. These concerns are not whether the...

Dynamics 365 Customer Engagement
Is your CRM system a “Big Brother?”
I typically walk into meetings when Microsoft Dynamics CRM is getting introduced to the end users and a comment is...

Dynamics 365 Customer Engagement
CRM Implementation Success Factor: User Acceptance Starts at the Beginning
Sometimes the hardest challenge in switching systems is not the data migration or translating business requirements, it is the adoption...