Tag: Management

Get Your Self-Service On!

Do you need to make an immediate or occasional one-time backup of your Dynamics GP databases, or maybe run a SQL job that populates your BI360 Data Warehouse?  Occasionally, you may be performing some month-end closing procedures, post a large, significant batch, or perhaps you are about to integrate a large amount of your Dynamics GP data into your BI360 Data Warehouse.  It’s critical that you make a good set of database backups to use in recovery in case of a failure, in order to refresh your Dynamics GP data into your Data Warehouse without IT involvement.  There are several ways you can create a one-time backup or run other SQL jobs, like refreshing your Data Warehouse for month-end reporting.  Here are some easiest ways, with some of the tools most people are familiar with:

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The Two Power Players – Power BI and CRM



At the 11th Annual KTL User Conference, I will be presenting a session on Power BI and Dynamics CRM data.  The main goal is to give users an easy way to present information in a timely and simple-to-understand format.  In the session, using Power BI, we will cover the process of building and accessing refreshable dashboards with information from Dynamics CRM and Dynamics GP.  In the session we will discuss/demo the following:

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Top BI and Corporate Performance Management Trends for 2016

Another year has come and gone, seemingly faster than ever – and we’re already into the second month of 2016.  At the end of 2015 or in early January, some people were writing about Business Intelligence (BI) and Corporate Performance Management (CPM) trends they predicted we would see manifest this year.  However, much like my current approach to New Year’s resolutions, I felt it was important to let the dust settle, work through the workload hangover of the holidays, and have the New Year function as a soft opening.  This way, we can approach 2016 with a rolling start that doesn’t set us up for failure.  This article will discuss some key trends and trajectories that data management and analytics will take in 2016.

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Five Things to Watch for in 2016 for Project Managers

1.     Risk Management Will Become A Buzzword Of 2016

With the increase in globalization in the project management industry, we are seeing projects impacted by the likes of industrialization, weather, and even terrorism on our day-to-day lives. With the growth of Agile, project managers can begin to leverage risk analysis and become more proactive in their responses.  There are many tools to choose from in the market place, but the skilled professional will constantly sharpen their skills in order to prevent or leverage risk.

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Upcoming Updates to SQL in 2016

Coming in 2016, the newest upgrades and features to SQL have developers everywhere speculating about the future. Microsoft has designed the 2016 release of SQL to be easy to use, traditional in application appearance and control, and most importantly data-secure. The most exciting new feature for SQL in 2016 is called Always Encrypted. Microsoft has created an extra layer of data security so that even when you are working with sensitive data such as social security numbers or credit card numbers, the data is secure. This ensures that even at the most vulnerable time for an attack, while data is being used, a person’s identity and company’s reputation are safe. The best part about this upgrade and its new features is that it will not hinder the performance of the application. 

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The Benefits of CRM Systems and Microsoft Dynamics CRM improved Integration with Outlook

My question to you is; why wouldn’t you be using a CRM system?

CRM’s refer to allons between a business and its customers.  CRM systems not only help manage your business and relationships with clients it also provides s number of important benefits to both small and large companies including increasing revenue and decreasing costs.  What business or business owner wouldn’t want to do that?

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How to Renew an SSL Certificate for CRM on ADFS 3.0

If you are using an Internet Facing Deployment for your CRM there is always that time every 1, 3, or X years where you receive the message to renew your SSL Certificate. With ADFS 3.0 no longer dependent on IIS like its previous version were it changes the process a little bit. It is not very difficult to do but it took me a little research to piece together all the steps in the right order. I wanted to share this information so that the process goes as smooth as possible and you aren’t stuck with your environment being down as you scramble to figure out how to get the CRM and ADFS applications working together again.

You will first want to remove the old certificate from the ADFS and CRM servers. If the certificate is not removed then this will cause problems later down the line.

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project meeting
Jeff Chamberlain

Is this a Project? Some fundamental rules in defining a Project.

What constitutes a project in the real sense of the PMI: 

  • Projects are always temporary in nature, therefore, they have a start data and an end date. 
  • Projects are unique in nature and do not include repetitive actions because that was the case it would be deemed a routine operation.  
  • Projects also must have specific goals and milestones that need to be delivered and met. 
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