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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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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A Review of Polaris Features in Microsoft Dynamics CRM

After working with Polaris in Update Rollup 12 and Update Rollup 13, I wanted to post a quick review of some of the latest Polaris benefits, updates, and features. New Process Forms Changes Javascript is not supported (any detected Javascript will cause the form to revert to the classic client.) Adding child records in the left navigation pane is not allowed.…

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