Using Dynamics CRM for Labor Relations Management

We recently helped Crowley Maritime launch a new Dynamics CRM application for its labor relations department.  This was a nontraditional CRM scenario, as the labor relations department does not contain sales, marketing, or customer service processes.  However, Crowley’s needs were well suited to CRM, as these needs included a) an organized, shared information store, b) the ability to...

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Marketing Automation: The Missing CRM Feature

The leading CRM applications are impressive in their scope, features, and flexibility. They are designed and marketed as critical infrastructure that ensures the smooth flow of customer information throughout the enterprise, and that provides customer-facing staff with the information and capabilities to enhance their productivity and impact. In our experience, the extent to which CRM...

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Marketing Automation within Dynamics CRM: Highlights of the August 2013 Dynamics CRM Seattle User Group Meeting

This past Wednesday, the CRMUG PacNW (Seattle) Regional Chapter held their bi-monthly meeting at the Microsoft Advanta office in Bellevue, WA. The focus of the meeting was marketing automation within Dynamics CRM, and Dynamics users from several large Pacific Northwest organizations turned out to discuss best practices and future trends in marketing and sales management within Dynamics...

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ClickDimensions July 2013 Release includes Social Data Collection and Email Management Enhancements

The latest ClickDimensions release is here and includes several terrific enhancements, including an updated social data portion of a Contact/Lead record’s Profile section, and several long-requested updates to email management. Social Discovery ClickDimensions has enhanced their profile page with social data from Full Contact. The Full Contact API, using only a Lead or Contact’s email...

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Microsoft Releases Update Rollup 14 for Dynamics CRM 2011

Microsoft has released Rollup 14 for Dynamics CRM 2011. While this latest release doesn’t offer any new functionality, it does fix a multitude of issues, including many associated with the Outlook client. Download and Install Rollup 14 The rollup is now available for download, click here to download it now. You can also listen to a podcast describing Update Rollup 14 from Microsoft...

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5 Ways To Improve Microsoft Dynamics CRM Performance

I had the recent pleasure of helping a client work through some very impactful performance issues with their on-premise CRM installation. These issues, which included SQL timeouts, excessive bandwidth consumption, outlook crashes and general slow performance, were causing poor user acceptance, lowered productivity, and negative impact on other business critical applications.…

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The Highlights of Convergence 2013: Important Developments for Dynamics CRM Users

I’ve just returned from the Microsoft tidal wave that is Convergence – the annual Microsoft Dynamics customer conference. I wanted to share some of my observations from the conference while they are fresh, and some thoughts on what these developments may mean for our clients running Dynamics CRM. As I listened to the Dynamics CRM leadership team’s presentations, four main...

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