Category: CRM

Dynamics GP & CRM Integration Demystified – Part 1

Dynamics GP and CRM are the two most common Dynamics products in the U.S. which are sold together and setup in the same environment. Yet, most of the time, the discussion on the integration between these two systems is scheduled for a later time or in later phases of the project. It all depends on the requirements of the project. In my experience, having the integrations discussion early on resolves a lot of matters in terms of new processes and license costs. Any integration planned between these two systems requires planning and discussion between the different departments that plan on using it.

August 21, 2014

Running SSRS Service Account as a Domain User

In order to access the variety of reports which CRM provides out of the box, or to access custom built reports from CRM Reporting Extensions (also known as the SRS Connector), you must be installed on a SQL server with SQL Server Reporting Services running. Generally, when setting up SQL Server Reporting Services, the Service Account which runs the service is set to the default of Report Server. When CRM Server and SQL are on two different servers it may produce an error message at the System Checks page when installing CRM Reporting services because of the Service Account. For security reasons, the best option is to have a domain user as the Service Account.

August 12, 2014

CRM Welcomes the Era of our Social Customer.

The business world is entering the “era of the customer,” and customers now expect to be able to interact with businesses quickly and through a variety of channels. They expect to have the ability to access information wherever and whenever they want. Microsoft Dynamics CRM will help transform organizations into this “era of the social customer” by helping organizations understand their customers – who they are, where they are, and where they want to be tomorrow. This may be achieved through Social Listening and Social Insights.

July 30, 2014

Part 1: Five Reasons xRM is Better Than Application Development

IT professionals, business executives and developers, the people and organizations that use software and infrastructure to create custom solutions to business problems, are under pressure to cut costs and improve delivery timelines. In the past, there have been only two approaches to creating a customized solution to fit an entire organization. The first, a best of breed approach, is to purchase software applications that closely match the business requirements of each functional department and then integrate these best of breed applications…

July 14, 2014

Using CRM as a Line of Business Application

CRM is no longer the traditional customer relationship management tool, managing contacts and the sales pipeline. Before, CRM was to be only used by sales people to manage their contacts, relationships and their information. Now, CRM has been shared or integrated to other systems for marketing, analytics, projects, etc. CRM, as an enterprise application, has since evolved into a platform.

July 8, 2014

Sharing Records through a Workflow in Microsoft Dynamics CRM

Microsoft Dynamics CRM allows you the ability to restrict access to records among your users through the use of business units and security roles. This can be useful in situations where you do not want sales team members to see and edit each other’s opportunities or even contacts and accounts, which they may be working with.

July 2, 2014

Using SSAS (SQL Server Analysis Services) Data Mining to Automate Marketing Analysis.

Any good analysis depends on creating a customer profile with good data. For data to be good it will need to be cleansed, meaning when you look up State in your customer database table that MD is always the entry for Maryland. The collecting and cleansing of the data is the hard part or where most of the work comes into play. The information you need to collect depends on your type of business. For example, if you sell to individual consumers, you will want to know their age, gender, location, spending habits and income. If you sell to other businesses, find out what sector they are in, how big they are, how much they spend and what other suppliers they use. Once all the hard work of data collecting and cleansing is done it’s time to analyze the data.

May 30, 2014

Microsoft unveils new marketing, customer care and social listening capabilities

REDMOND, Wash. — Feb. 18, 2014 — Microsoft Corp. (Nasdaq “MSFT”) on Tuesday unveiled a comprehensive set of new Microsoft Dynamics CRM capabilities to help organizations match their customers to the right products and services, engage with them in the right way at the right time, and nurture their relationships. The new release is expected in the second quarter of 2014.

February 18, 2014

Microsoft Dynamics GP 2013, 2010, and Dynamics SL Year End Tax Update

Year-end payroll tax updates are here from Microsoft. Before you close out your year make sure you update your system for the end of the year tax changes for Microsoft Dynamics GP 2013, 2010, and Dynamics SL.

January 7, 2014

MarketingPilot and CRM

IDC has predicted that in the next four years, marketing automation will display the most rapid segment growth of the CRM space, and that by

November 1, 2013