Bryan’s Dynamics Gotchas: Solutions for CRM Surprises, Part 2

Welcome to this installment of Bryan’s Dynamics Gotchas! My name is Bryan Miller and I work in our CX Practice, focusing on our Dynamics CRM implementations. These blog posts will present some of the unexpected surprises I have run into, as well as my recommended solutions. Situation #1: The client needed to create some system views for charts, dashboard lists, and subgrids but did not want...

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Dreamforce: A Relaxing Conclusion

Now that Dreamforce has ended, I can finally collect my thoughts into this third and final installment of my on-the-ground reporting of the Dreamforce experience (click here and here for my previous posts). Even as of the second to last day of Dreamforce (a Thursday), it was readily apparent that the crowd had started to thin out.…

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Giving is the Soul of Dreamforce

A common theme throughout the entire Dreamforce conference has been philanthropy. The topic has been touched upon via multiple channels including billboards, email conference updates, and break-out sessions. Salesforce has weaved giving back into their core values. They have a 1+1+1 program similar to that of West Monroe’s, where they donate 1% of their time, treasure, and talent to...

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Dispatches from Dreamforce: Drinking the Dreamforce Kool-Aid

This week, several members of our Customer Experience team are at Dreamforce, the annual conference hosted by Salesforce.com, and will be offering their perspectives and top takeaways as they experience one of the world’s largest tech events. When arriving in San Francisco, we were immediately welcomed by the sea of Salesforce blue.…

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Bryan’s Dynamics Gotchas: Solutions for CRM Surprises, Part 1

Welcome to the first installment of Bryan’s Dynamics Gotchas! My name is Bryan Miller and I work in our CX Practice, focusing on our Dynamics CRM implementations. These blog posts will present some of the unexpected surprises I have run into, as well as my recommended solutions. Situation #1: The client needed to show/hide and change the requirement level of fields on the Connection form based...

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Extending Microsoft Dynamics CRM: A Commitment Tracking Application

Ports have commitments to a myriad of external stakeholders (e.g., government agencies, shipping companies, contractors) that hold significant legal and financial implications. At one of the United States’ largest seaports, a decision was made to centralize these commitments in a single solution in order to streamline compliance monitoring and give the organization an easy way to get a...

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CRM for Ports and Harbor Management

As the world’s economy increasingly globalizes, seaports must improve their operational efficiency. A properly implemented and tailored CRM solution can address this issue, and help improve many areas of a seaport’s business operations. We are currently implementing an enterprise-wide CRM solution at one of the United States’ largest seaports. The goal of this implementation is to improve...

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