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A CRM Riff
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  • Blog Post: Introducing the Dynamics Café ~ Proceed at your own risk

    In my readings this week I came across this blogger: Matt Keenan is a 20+ year veteran of the Customer Relationship Management (CRM) market and has extensive experience in sales, implementation, and effective adoption of CRM solutions from small companies to large enterprises. He has had the opportunity...
  • Blog Post: Microsoft Dynamics CRM Tech Resources

    I like to update the list of Technical resources available to Microsoft Dynamics CRM users. Find help in the Forum (free offering) Post your question on the Microsoft Dynamics CRM Forum . Experts and peers can help you solve real-world problems. Choose a support plan Service offerings may vary by country...
  • Blog Post: Fav CRM Blog Posts this week

    Just thought I’d share some valuable and interesting posts I’ve read in the last few daze: PowerObjects- Bringing Focus to Dynamics CRM : Mass Editing Dynamics CRM 2011 Records using Microsoft Excel Business Situation I need to mass edit Dynamics CRM 2011 records and I need to make...
  • Blog Post: Convergence 2012 ~ A World of Opportunity

    The buzz is starting: We’re excited to announce that Convergence is moving to Houston in 2012 ! Bookmark this site and return often to see new information on the next premier gathering of the Microsoft Dynamics community, set for March 18 – 21 at the George R Brown Convention Center in Houston, Texas...
  • Blog Post: CH2M Hill Increases Support Quality, Reduces Expenses by Using Global Help-Desk Solution

    “The new help-desk solution based on Microsoft Dynamics CRM will let us resolve 75 percent of all support inquiries in self-service style and the remainder over the phone, which is the exact opposite of what service management used to look like.” ~ Diane Sharrock , IT Director, CH2M Hill CH2M Hill ,...
  • Blog Post: Customizing CRM for your Company

    So many people want a customized experience with their CRM implementation. They want the product they choose to work the way they do. And this makes a lot of sense on a number of levels. So when I saw this video, I had to share it with you. Customizing the Microsoft Dynamics CRM product is not hard....
  • Blog Post: Free Excerpt ~ Working with Microsoft Dynamics CRM 2011

    Sonoma Partners have provided a chapter from their best selling book, Working with Microsoft Dynamics CRM 2011 on the MSDN site. The chapter we selected is Chapter 5: Solutions Overview and Concepts . You can download it or read it on the MSDN site. The book is written by Mike Snyder and Jim Steger who...
  • Blog Post: Microsoft Dynamics CRM User Guide ~ a free download

    You can download the Microsoft Dynamics CRM User Guide . To whet your taste, here is an overview of some of the areas covered: Introduction to Microsoft Dynamics CRM You can perform and automate many business tasks with Microsoft Dynamics CRM, including: · Keep and use all your customer information from...
  • Blog Post: Microsoft Dynamics Video Options

    Do you find yourself wanting to use a video short clip about CRM for a meeting. There are a number of potentially interesting videos at the Microsoft Dynamics CRM site on YouTube that might be good candidates for starting a training session or meeting. Where are your favorite sites for Microsoft Dynamics...
  • Blog Post: Top Ten CRM Blogs of the Week

    There are so many CRM blogs to choose from that I thought I might introduce you to some of my favorite bloggers and their most recent posts. Enjoy! Richard Knudson’s Microsoft Dynamics CRM Trick Bag : Building Business Processes in Dynamics CRM 2011: Installment 10 Custom Dialog Process to Resolve Cases...
  • Blog Post: Performance Toolkit for Microsoft Dynamics CRM 2011

    I’m looking at the Performance Toolkit for Microsoft Dynamics CRM 2011 and wondering who will be the first to submit a review to this page for the toolkit. I know that a lot of people are using this toolkit to tweak their installations of Microsoft Dynamics CRM 2011 . The Performance Toolkit is designed...
  • Blog Post: The Linc Group talks about their move to Microsoft Dynamics CRM

    The Linc Group needed a custom CRM solution for their quickly growing company. This quick video covers some of the decisions they made to create a world-class CRM solution. When it comes to integrating workflows that are designed around the way your company works, the programmability of Microsoft Dynamics...
  • Blog Post: Microsoft Dynamics CRM “extreme 2011 Las Vegas” Conference

    The premier event for Microsoft Dynamics CRM partners is just around the corner.  Extreme 2011 Las Vegas will be held from October 2 nd though October 5 th . extreme 2011 Las Vegas  is a 100% partner focused event dedicated to advancing best practices and strategies for successful Microsoft...
  • Blog Post: Today: Microsoft Dynamics CRM Community Page Updated

    Maureen, a super powerful wizard of an editor, has updated the Microsoft Dynamics CRM Dev Center Community page . I’ve suggested that we move the social media stuff from the bottom of the page to the top as we are gaining so many users in that space. For example the CRM on LinkedIn group is over 15,000...
  • Blog Post: Vote for the Changes You’d like in Microsoft Dynamics CRM

    Here on Microsoft Connect are the most popular CRM suggestions posted to date for the Microsoft Dynamics CRM team to consider as they work on version next: Is your voice being heard?
  • Blog Post: Highlights: Great Microsoft Dynamics CRM Blog Post ~ Week 2

    CRM Team Blog ~ Web Resources Generated During Upgrades: Don't Ship Them! Since Microsoft Dynamics CRM 2011 shipped, it has been common practice for ISVs to upgrade their development organizations from CRM 4.0 to 2011 so that they can ship their customizations via solutions. After upgrade, most of...
  • Blog Post: Microsoft Training Catalog

    I was researching an answer for an oft-asked question, “Where can I get Microsoft Dynamics CRM training?” How many of my peeps use the Microsoft Training Catalog ? I’d luv to hear about your experiences with this resource.
  • Blog Post: Thinking about becoming a Microsoft Dynamics CRM Partner?

    World-class customer experiences begin with your people. When you give them the right tools to boost their productivity and amplify their impact, you equip your organization for success. And that is exactly what Microsoft Dynamics CRM business software is designed to do. Take full advantage of Microsoft...
  • Blog Post: Highlights: Great Microsoft Dynamics CRM Blog Posts this Week

    There have been some seriously helpful thinks written about Microsoft Dynamics CRM written in the blogosphere this week: Writing a Multi-Currency Aware Roll-up Plug-in By crmblog   · 6/24/2011 The Microsoft Dynamics CRM Blog News and views from the Microsoft Dynamics CRM ... Microsoft Dynamics CRM...
  • Blog Post: Internet-Facing Deployment (IFD) for Microsoft Dynamics CRM 2011

    The terms ‘IFD’ and ‘SPLA’ get thrown around in the same breath quite a bit so let’s clear up what the terms mean. IFD – The acronym IFD stands for ‘Internet-Facing Deployment’ means that the functionality of the application is exposed externally outside...
  • Blog Post: Richard Knudson talks about Security Roles

    One of my favorite CRM blogs is Richard Knudson's Dynamics CRM Trick Bag . I thought Richard’s post today Dynamics CRM 2011 Security Roles was particularly well conceived. Security Roles , when assigned to a user or a team, determine what users can and cannot do in a Microsoft Dynamics CRM organization...
  • Blog Post: Video: Jim Sheehan, COO of PowerObjects at WPC 2011

    Enjoy a candid conversation with Jim Sheehan of PowerObjects at the 2011 Microsoft Worldwide Partner conference. Jim shares his thoughts on Microsoft Dynamics CRM in the Cloud and the opportunity for his company in the business applications space.
  • Blog Post: WPC Streaming Content this Year ~ 2011

    I wasn’t able to attend the Microsoft Worldwide Partner Conference this year in Los Angeles. But with the videos coming from the event, I can almost feel like I’m there. There is a real interesting dynamic there with partners from all over the globe attending, sharing, and breaking bread. I look forward...
  • Blog Post: Don’t you think your CRM should work this well?

    Found this quite by accident and thought I’d share it with my peeps: http://crm360summit.com When you think of your dream come true CRM solution, what do you dream of? 360 degree view of the customer, yes. Single view of your customer, oh yes. ROI, absolutely. Productivity, again yes. A solution that...
  • Blog Post: 2011 Partner of the Year ~ Hitachi Consulting

    We luv our partners so it give me great pleasure to point to this article in case you missed it last week. Kudos Hitachi Consulting! DALLAS — July 7, 2011 — Hitachi Consulting, a leading provider of IT consulting and management consulting solutions and services, proudly announced it has won the 2011...
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