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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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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The Best Way To Assign Record Ownership In Dynamics CRM (Part 2, Team Ownership)

In my last post, I reviewed the pros and cons of the System User Ownership model. Now we’ll review a second approach, Team Ownership. Approach 2: Teams The easiest way to think of Dynamics CRM Team Ownership is to look at how the Windows operating system uses security groups. In the Windows platform, a permitted user can create a security group that can be given permissions to files...

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Better Sales Management Options for Home Builders with Dynamics CRM 2011

Tailoring Dynamics CRM to fit the unique needs of the residential construction industry allows home builders to better track customer activities, provide improved sales presentations, improve employee productivity, and ultimately, increase sales. Here’s a look at how we recently helped one of our clients in the home builder space adapt their Dynamics CRM instance to handle some of the unique...

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Microsoft Dynamics CRM Upgrade Vs. Re-Implementation

As a veteran of many Dynamics CRM upgrades, I’ve come to identify and expect many of the pitfalls and opportunities that come with upgrading CRM from one version to the next. However, a recent experience caused me to re-evaluate these assumptions. We had a client with a mature CRM 4.0 deployment moving from their host company to a brand new start up.…

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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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Implementing Dynamics CRM on an Enterprise-Wide Scale Using a Hub and Spoke Strategy

Implementing Microsoft Dynamics CRM across an enterprise can deliver tremendous value for organizations, but it requires addressing several significant challenges (such as the need for functional diversity between departments, organizational security requirements, enterprise-wide standardization, and enterprise-wide reporting.) The flexibility of Dynamics CRM provides many different...

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