Tag: How To

Tackling the Year: A Jumpstart to Taking Control of Your Leads

The holiday season has come and gone, and with that many people have hit the ground running to start off the New Year. Phones are buzzing, emails are out of control, and vacations have come to a close. It’s also that time of the year where everyone has made their New Year’s Resolution, both at work and in their personal life. Not to mention, if you work in a calendar year rather than a fiscal year, your sales and marketing goals have been set and you are ready to hit them.

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Jeff Chamberlain

How To Do a Project Gap Analysis

Gap Analysis is a strategic planning tool to help understand where a project is, where it needs to be, and how to get there.

For a simplistic take, here is a project chart showing project status:


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How to Avoid a Bad Project



Do you ever feel out of control of your project?

Over the past 27 years, I have worked on over 500 large scale projects. Within these 500+ projects, I have taken an interest in listening to client’s and other project professional’s previous experiences about projects that have gone bad. In these conversations, we can learn from failures and plan for better success in the future. But to be quite honest, I will do anything I can to prevent a project that I am working on from “going bad”. With that being said, there are some things that are outside of my control. As much as I want the project to be successful—I do need the client to be in control of the right things.

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Filtering, and Find Information with a Click of Your Mouse

Excel is the tool of choice for getting data ready for import.  Data is brought into Excel directly from the legacy program, or it is imported as a delimited file created by another application. Once the data is in Excel there are several strategies to prepare it for import. This article shows how easy it is to filter data with just the click of a mouse.

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Setting Up and Running Recurring Transactions in Acumatica Cloud ERP

Last month, we discussed how uploading journal transactions in Acumatica Cloud ERP was one way of solving the problem of hand-keying large, multiple line journal entries into your general ledger each month. Having to make entries for depreciation expense, expensing pre-paids, allocating costs or making accruals can be tedious, while the exposure to error exists as well. The other way of combating these entry dilemmas is to create and run Recurring Transactions.

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How to Set Default Parameters in SSRS Reports Based on CRM Roles

I enjoy working with SSRS reports and learning new things to help me build out reports that meet our clients’ needs. When a client comes to me with an interesting way they want something displayed or a request for a feature that is unknown to me, I jump at the chance to do it. I love a new challenge and it acts as a learning experience as well. A recent request came to me that required a little creativity on my part. It was to modify the default value of certain report parameters based on the security role the User had in CRM.

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How to increase profits and sales using CRM

Many times business executives get caught up in the details and miss the big picture. How do I increase sales, profits, and productivity? The answer might be right on your computer. Using Dynamics CRM, many options are available to easily and quickly increase your company's bottom line. Catching the attention of the Executive or Business owners in how to achieve better sales and profits and make more money is sometimes easier said then done. CRM is a company wide tool using technology to support a business strategy to improve, analyze and automate company sales, customer services, and marketing by combining them to improve the sales and profits of the company.  

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How to track projects using CRM

 

Before I present the options and the different ways to track projects in CRM, let’s look at the different aspects of project management that would be needed in any organization. 

  1. Resource Scheduling 

  1. Project planning &tracking 

  1. Time & Expense entry 

  1. Ap

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Modification to Bulk Update the Parent Account: MSFT Dynamics CRM

No one enjoys opening up each record, one at a time, to update a field with the same value in your company’s CRM. This is why the bulk edit feature in Microsoft Dynamics CRM is such a great tool, especially if the field you need to update is a Lookup field. This ends up saving a bunch of clicks and ultimately, time. One thing I never really noticed though, is that while most fields can be edited there is one on the Account that stood alone. The Parent Account. Since I hadn’t had a need to ever update this field en masse myself it wasn’t until a client wanted to change the Parent Account on multiple records that I realized CRM has the lookup link grayed out. Meaning, Read More »