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Browsing All Posts filed under »CRM«
CRM 2011 – CRM and Portal information
I was asked about portals and CRM 2011 today. I have been googling information about it. In my mind this is fantastic functionality that clients want but setting it up and maintaining it can be difficult. The main problem I have is to use a portal you have to set up a seperate website and […]
Tips on generating random Data for CRM
November 12, 2011
I wanted to once and for all create some random data for a demo CRM organisation. If you are like me then this is something you have been meaning to do for quite some time, if you are not like me you probably have already done this. I would also like to mention that people […]
CRM 2011 – Outlook add-in installed but not appearing
November 7, 2011
I had installed the outlook Add-In and it had been running for a month or so and then suddenly it stopped appearing in Outlook. The folders weren’t there and non of the functionality was showing. I tried accessing CRM using the browser and the it didn’t give me the message saying I should install CRM […]
CRM 2011 – How to apply a security role to multiple users
November 4, 2011
sometimes when you create a new entity and access the system as Admin you forgot you need to change the security roles to add access to the new entity. it can be quite a hassle to edit all the security roles to add the correct privileges to all the different security roles. So you might find this tool useful […]
CRM 4 – List of CRM 4 addons
November 2, 2011
Although CRM 4 might have been upstaged by CRM 2011 and some of the functionality of some of the addon’s been incorporated into CRM 2011 there will still be a lot of users of CRM 4. This is a very comprenehsive list of CRM 4 addon’s http://customery.co.uk/crm-add-ons/ The author has also very helpfully grouped the […]
Jim Glass quits Microsoft after 20 years
October 8, 2011
Jim Glass has quit Microsoft after 20 years service, This is the blog post on his very popular CRM blog he released the news. For those of you who don’t know who Jim Glass is he CRM Community Guru, you can read a full bio here “I am the CRM community guru and site […]
White Paper – CRM Vendor Pricing: A Comparative Analysis
October 7, 2011
I saw a blog about a white paper today from Accent Gold and the white paper was comparing CRM systems Microsoft Dynamics CRM, Sugar, SalesLogix, Salesforce, ACT and SageCRM. You can read the whole white paper here It breaks it down into costs paid in the first three years. It doesn’t really take into account […]
CRM 2011 – Study Guide for 2011 Presales Assessment – Customer Relationship Management
July 26, 2011
since I blogged about passing the 2011 Presales Assessment, I have had a few emails and comments asking about where people can find information regarding this exam. The reason quite a few people are interested in the exam is because Microsoft have started to insist a certain number of people pass the certification to have […]
Make sure you train people in CRM to get the most out of it
July 26, 2011
There have been a few interesting blog posts on Mike Ames recently and today he has posted another interesting post about why CRM implementations fail. I particularly like point 1 show below 1. You train people how to use the system but not how to make use of the system. They understand how to add and […]
CRM 2011 – Online demonstration kit released
June 15, 2011
Microsoft have released an online demonstration kit today. This is a great idea because it will enable people selling CRM to show off lots of aspects of the new features in CRM 2011. I know that really we should ourselves create something like this but I did think Microsoft could do with creating some examples […]
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About the Hosk
I'm a Dynamics CRM Developer - Consultant based in Birmingham, UK.
Certifications
CRM 4.0 Applications
CRM 4.0 Customization and Configuration
CRM 4.0 Installation and Deployment
CRM 4.0 Extending Microsoft Dynamics
November 28, 2011
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