Tag: Update

Dynamics CRM: You’re Only as Good as Your Data

Microsoft Dynamics Customer Relationship Management (CRM) is a fantastic tool for managing customers, accounts, cases, opportunity, sales people, etc. The possibilities with CRM are endless, which is why we often refer to it as xRM (the x can be anything you want it to be). As a CRM implementation, support, and development partner we often get questions from customer starting out with, “Can CRM do (insert request here)?” And the answer is usually, “Sure it can, but the question really is ‘Do you have the data to support a function like 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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The Importance Upgrading

We often say that accounting systems are “sticky”. Once you find one that works for your business you feel locked in because of:

1. The cost. 
2. The fact that you need it up and running every single day so that your business can function efficiently.

The problem is that most organizations are constantly evolving and changing and re-evaluating their needs. You may now need functionality that was not initially needed when you implemented the system. How do you rectify this without starting from scratch with a new system? It’s actually quite simple; you upgrade your current system. 
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