Author Archives for Zach Greenbaum

About Zach Greenbaum

Zach has 11 years of experience as a Microsoft Dynamics CRM System Administrator. He is experienced in planning, directing, and executing projects, software design, development and testing, and data conversion and validation.
During his career, Mr. Greenbaum has primarily focused on small- to mid-size non-profits and private equity groups, with an additional focus on Field Service and Insurance and Healthcare over the last few years. Before coming to RSM, Mr. Greenbaum was responsible for managing new CRM implementations, additional customizations for existing implementations, and client support, including project goal definition, prioritization of requirements, and conflict resolution while adhering to budget and project scope constraints.
*PROJECT EXPERIENCE
State of Indiana FSSA (Family and Social Services Administration) – Zach’s role in this project began during the discovery phase. His responsibilities included leading requirements-gathering sessions with Indiana’s team leads. Once those requirements were gathered, Zach transitioned to the building and Project Management team and finally to Quality Assurance Team Lead.
Interamerican Medical Centers – Zach served as lead consultant on this project, helping to automate several manual processes and increasing efficiency and data visibility while redesigning the legacy CRM system for an upgrade. Additional functionality included integration with an EMR system, integration with Medicare capitation files, and Business Intelligence.
Universal Insurance Holdings – Working with the VP of Corporate Applications, Zach designed a system with complex integrations into their legacy Policy database, routing and navigation tools for their field team, and high-level automation for keeping in touch with their authorized Agencies.
Southern Heating, Ventilation, and Air Conditioning – Working with the team, Zach configured the D365 Field Service application to meet Southern’s specific needs. Then, Zach spent several months traveling to each location under the Southern umbrella and training the field team and the administrators at headquarters and in the purchasing departments.
Foundation Partners Group, LLC – Zach worked closely with the Director of IT and the PMO Group at FPG to implement a CRM system that included portal integration, ClickDimensions for Marketing Automation, and Geolocation based on Zip Code for automatic assignment. This project is now in a second phase, where Power BI and Power Apps for data are being implemented.

Person-Centered Systems: Part 3

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Person-Centered Systems: Part 3

- January 6, 2023

So what have we learned? First, in an increasingly decentralized world, where remote work has become more prevalent, it is...

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Person-Centered Systems: Part 2, Multi-channel Communications

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Person-Centered Systems: Part 2, Multi-channel Communications

- December 29, 2021

Last week we discussed the idea of using a Person-Centered approach to designing your CRM system, and the benefits of...

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Person-Centered Systems: Part 1

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Person-Centered Systems: Part 1

- December 22, 2021

As we continue to acclimate to the new normal of decentralized work, many find themselves running into the same familiar...

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Person-Centered Systems: Part 2, Multi-channel Communications

Person-Centered Systems: Part 2, Multi-channel Communications

- May 8, 2020

In last week’s blog we discussed the idea of using a Person-Centered approach to designing your CRM system and the...

Read More

Person-Centered Systems: Part 1

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Person-Centered Systems: Part 1

- April 21, 2020

As we continue to acclimate to the new normal of decentralized work, many find themselves running into the same familiar...

Read More

Dissecting the administrator’s Microsoft Office 365 experience with Microsoft Dynamics CRM

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Dissecting the administrator’s Microsoft Office 365 experience with Microsoft Dynamics CRM

- October 20, 2015

Last week I attended the CRMUG Summit in Reno and leda session called Dissecting the Administrator’s Office 365 Experience with...

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Feature Spotlight: Microsoft Dynamics CRM Marketing

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Feature Spotlight: Microsoft Dynamics CRM Marketing

- April 29, 2015

Over the course of my Microsoft Dynamics CRM career, I’ve worked with versions 4.0, 2011, 2013, and now 2015.  In...

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What’s new for Microsoft Dynamics CRM 2015?

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What’s new for Microsoft Dynamics CRM 2015?

- January 14, 2015

In December, Microsoft released the newest edition of Dynamics CRM, which they call Microsoft Dynamics CRM 2015.  This is the...

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Microsoft Dynamics CRM 2013 errors in Google Chrome

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Microsoft Dynamics CRM 2013 errors in Google Chrome

- November 5, 2014

In the course of our daily life, it may not matter very much which browser we use. Sure, colors may...

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Why Business Rules are the biggest change to Microsoft Dynamics CRM 2013

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Why Business Rules are the biggest change to Microsoft Dynamics CRM 2013

- July 8, 2014

In Microsoft Dynamics CRM 4.0 and Microsoft Dynamics CRM 2011, if you wanted any type of automation on your record...

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