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The Three New Ps of Profit: Personalized, Proactive, and Predictive (with...
A couple of years back, The Profit ’s Marcus Lemonis shared his Three Ps of a successful business: people, process, and product. Sound advice, but once you’ve got those principles under your...(read more)
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Five Characteristics of a Great Marketer
There are a lot of good marketing folks out there, all of whom have more marketing channels at their disposal than at any other time in history. In a space that’s inundated with people vying...
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How to Irritate Your Customers Without Even Trying
The unhappy customer: unless you’re just starting out, chances are you’ve encountered a few. They’re vocal, influential, and can do real damage to your bottom line. In fact, in 2013 Accenture...(read...
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What the Heck is CRM?
CRM stands for “customer relationship management.” A CRM system helps companies market, sell, and engage with customers better. But simply defining what CRM is probably doesn’t shed much...(read more)
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Dive into the Differences Between Online CRM and On-premises CRM
The decision to implement a customer relationship management (CRM) solution is a big one. But taking the CRM plunge is just the beginning. Next you’ll have to figure out what sort of CRM system...
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The Marketing Cloud and the Dawn of the Digital Marketer
Okay businessmen and businesswomen, in the immortal words of Samuel L. Jackson, hold onto your butts . There’s a sea of change happening throughout your business, and particularly in the...
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6 Customer Engagement "Don'ts" to Avoid like the Plague
You’ve heard the horror stories: A single customer interaction is mishandled, the customer posts the experience online, and in a matter of hours what was a simple customer service misstep...
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The Importance of Having a Partner
Making the jump from spreadsheets to comprehensive, holistic solutions like Microsoft Dynamics CRM and Microsoft Dynamics ERP is one of those rare watershed events in the life of a business. Watching...
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What is the First Application You Open to Start Your Work Day?
Ok, Facebook doesn’t count here. Most people when asked will tell you that the first application they open is email. Besides being our vehicle for keeping in touch, updated and informed on a personal...
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Forecast using a "planning-BOM"
IntroductionConfigured products are typically not forecasted on the finished item level because of the great diversity of configurations available. A common practice is to forecast on the level below,...
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RMA disposition codes: impressive functionality!
For the Return Material Authorization transaction, the disposition code is a mandatory entry, but there are different places where one can enter it.1. Right at the start, when the RMA line is created....
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Dynamics CRM Workshops
Here are some of the workshops which we offer for Dynamics CRM. This article contains the list workshops on Dynamics CRM which we have EXCLUSIVELY for partners, so that they can benefit from these...
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Purchasing RFQ: functionality details.
The Purchasing RFQ is very useful functionality but it is not the easiest to get comfortable with. Some navigations are unique and especially the interaction with the purchase requisition deserves some...
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CRM 2015 - Form Notifications
(Please visit the site to view this video) I'm discussing the Form Notification system implemented by Microsoft in CRM 2013 and showing the functionality off.(read more)
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Six favorite dev features of Dynamics CRM DevTools by Sonomapartners
(Please visit the site to view this video) This is my six favorite dev tools of the Dynamics CRM DevTools by Sonomapartners. It can be downloaded from http://www.sonomapartners.com/resources/tools(read...
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Participate. Get the Survey Results. (And Win!)
It’s that time of year again. Sure the holidays are upon us (I received no less than 11 Christmas catalogs in today’s mail!), closely followed by tax season. (Ugh.) We’re all thinking of shopping for...
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Management Reporter – Reports based on different Chart of Accounts
When doing a financial consolidation, financial data from different companies need to be combined in a single “consolidation” report. As the data that need to be consolidated are often based on...
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4 Critical Success Factors for Microsoft Dynamics CRM
Congratulations! You’ve made a wise decision and gone live with Microsoft Dynamics CRM. The CRM has been deployed and everyone has been trained. The system is working and now you can breathe a big sigh...
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Reports CFOs and Managers Can Use to Beat Bad Debt
In every puzzle, there seems to be a missing piece. Yet, when the picture is nearly complete, it is easier for the mind to imagine what should go in the blank space. Loss is a fact of life, the sooner...
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Tip #532: Retrieving global optionsets using web api
Even the best of us are still finding their footing with new shiny CRM Web API. Tipsters to the rescue in another mini truck stop.Andrii “Salo” Butenko was wondering what is the best way to fetch...
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