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View this presentation on my experiences implementing Dynamics CRM at enterprise-level corporations during the last six years. I presented this session on 3 March 2014 at the Microsoft Convergence 2014 – CRM Partner Connections PreGAME Event in Atlanta, Georgia. Click on the image below or this link to view the presentation via Slideshare. Session Abstract: Join this … Continue reading
Read the Microsoft case study about the Black & Veatch implemenation of Dynamics CRM.
With every upgrade, enhancement or other technology project there are always lessons to be gleaned along the way. This blog post will focus on some things that should be considered relative to making Dynamics CRM upgrades run smoother. Convert Legacy Customizations: Each new version of CRM and/or Rollup adds features that you may have previously implemented … Continue reading
On this DynamicsCafe Meet the Experts Live webcast I talk with Microsoft Dynamics CRM Success Manager Jeff Simmon about the key elements in successful adoption of CRM systems. From the DynamicsCafe webcast on April 2, 2013. The CRM User Adoption Best Practices Webcast and other great Dynamics CRM webcasts are available for download on DynamicsCafe.
Read my interview in the Winter 2013 CRMUG Magazine about use of Social CRM at Black & Veatch to gain sales insight. Click the image below for a larger version or the article. Read all of the articles in the current CRMUG Magazine or visit the CRMUG Website for more information on becoming a member.
All technology applications that use data have one driving factor that dictates much of their success. Quality data. This is true regardless of application type. A B2C consumer application like foursquare®, a technical support knowledge base or a corporate ERP system all need quality data to work well. When it comes to data – quality can … Continue reading
As full featured mobile devices proliferate inside and outside of corporate offices, there is a growing desire to use these for business activity. Many corporate professionals have recognized the simplicity of traveling with a tablet computer and have ditched the laptop as a regular traveling companion. This growing trend cannot be ignored regardless of whether … Continue reading
Visit my October 2011 guest post related to justifying your CRM 2011 upgrade on the CRM Tech Views from the Trenches blog.
When you install the Outlook Client for CRM 4.0 you will notice that there is an icon added to your Windows System Tray (as shown on the right). These flags indicate three CRM conditions: Gray Flags = CRM Disconnected Flashing flags = Trying to Connect to CRM Color Flags = CRM Connected If you move your … Continue reading
The Outlook Client for CRM has many nuances that we will discuss in this blog. One nuance is that the majority of the user specific CRM settings are stored in the CRM SQL Server database. This is a necessity so that a consistent user experience is presented with both the web interface and the Outlook Client interface. While … Continue reading
Tim's Technology Blog 