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Microsoft Dynamics CRM or SharePoint

We have been asked the question a lot recently why should I use Microsoft Dynamics CRM instead of SharePoint? SharePoint is a great tool for managing lists of data. But it does not allow you to define relationships of this data. You can write code to model your business and you can use many of [...]

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Replace Salesforce.com with Microsoft Dynamics CRM

Lately we have been doing a bunch of projects around converting people from SFDC to hosted dynamics CRM. I asked our sales team to get with a few of the customers and find out the reasons people have been moving so we can better understand what is driving the decision. Here is the compiled list [...]

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Apples I’m a Mac, I’m a PC Ads

Are these ads getting old? I’m not sure what your thoughts are on these ads, but it appears they can’t come up with anything new. In an ad I saw last night PC takes a time machine into the future 2050. The sad part of all of this is “it’s the same commercial” in 2050, [...]

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CRM 4 Data Import Tool With IFD authentication

Microsoft released a neat little tool called the data import tool. This tool allows any user to select an entity, a system view or even a personal view, then modify the data in batch mode. However, anyone that tried to connect to crm via IFD or a partner hosted crm noticed right away that it [...]

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You call that a sale process? It’s time to look at Microsoft Dynamic CRM

I haven’t written a blog post in a while and after seeing an e-mail promoting a competitive product I felt I had to write a short post.

On this competitor web site they state that they are different than SFA or CRM systems. Marketing 101, create a dragon and slay it. Their dragon is “Sales” and [...]

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Get current user in CRM

Ever came across a scenario when you need to get the currently logged in CRM user within your custom page? Normally one would use WhoAmIRequest. It works as long as you are running an on-premise version. For IFD scenarios this throws exception. On some blogs people have suggested to use [...]

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Internet Explorer 8 Debugging and Development Tools

CRM MVP Ross Lotharius recently posted two blogs over at the Microsoft CRM Team Blog about the powerful debugging and development tools that are included with the recently released Internet Explorer 8. There are some very powerful features included in the latest version of IE; tools which I am sure will get plenty of usage [...]

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Microsoft CRM Dashboards – The Power of Pictures

I know I’ve gone on about this before – but I’m continually amazed at how much a few dashboards in our CRM system expotentionally add value. 

Here is an example – last week the person in charge of support cases (Alex) put together the dashboard you see below.  As you can imagine, we are pretty heavy users [...]

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