Introducing the Dynamics Café ~ Proceed at your own risk

In my readings this week I came across this blogger: Matt Keenan is a 20+ year veteran of the Customer Relationship Management (CRM) market and has extensive experience in sales, implementation, and effective adoption of CRM solutions from small companies to large enterprises. He has had the opportunity to work with customers like Dow Chemical,…


Microsoft Dynamics CRM Tech Resources

I like to update the list of Technical resources available to Microsoft Dynamics CRM users. Find help in the Forum (free offering) Post your question on the Microsoft Dynamics CRM Forum. Experts and peers can help you solve real-world problems. Choose a support plan Service offerings may vary by country. If you are located in…


Fav CRM Blog Posts this week

Just thought I’d share some valuable and interesting posts I’ve read in the last few daze: PowerObjects- Bringing Focus to Dynamics CRM: Mass Editing Dynamics CRM 2011 Records using Microsoft Excel Business Situation I need to mass edit Dynamics CRM 2011 records and I need to make changes to more than 250 records at a…


Convergence 2012 ~ A World of Opportunity

The buzz is starting: We’re excited to announce that Convergence is moving to Houston in 2012! Bookmark this site and return often to see new information on the next premier gathering of the Microsoft Dynamics community, set for March 18 – 21 at the George R Brown Convention Center in Houston, Texas. And be sure…


CH2M Hill Increases Support Quality, Reduces Expenses by Using Global Help-Desk Solution

“The new help-desk solution based on Microsoft Dynamics CRM will let us resolve 75 percent of all support inquiries in self-service style and the remainder over the phone, which is the exact opposite of what service management used to look like.” ~ Diane Sharrock, IT Director, CH2M Hill CH2M Hill, a global provider of infrastructures,…


Customizing CRM for your Company

So many people want a customized experience with their CRM implementation. They want the product they choose to work the way they do. And this makes a lot of sense on a number of levels. So when I saw this video, I had to share it with you. Customizing the Microsoft Dynamics CRM product is…


Free Excerpt ~ Working with Microsoft Dynamics CRM 2011

Sonoma Partners have provided a chapter from their best selling book, Working with Microsoft Dynamics CRM 2011 on the MSDN site. The chapter we selected is Chapter 5: Solutions Overview and Concepts. You can download it or read it on the MSDN site. The book is written by Mike Snyder and Jim Steger who are…


Microsoft Dynamics CRM User Guide ~ a free download

You can download the Microsoft Dynamics CRM User Guide. To whet your taste, here is an overview of some of the areas covered: Introduction to Microsoft Dynamics CRM You can perform and automate many business tasks with Microsoft Dynamics CRM, including: · Keep and use all your customer information from one place. · Schedule and…


Microsoft Dynamics Video Options

Do you find yourself wanting to use a video short clip about CRM for a meeting. There are a number of potentially interesting videos at the Microsoft Dynamics CRM site on YouTube that might be good candidates for starting a training session or meeting. Where are your favorite sites for Microsoft Dynamics videos?


Top Ten CRM Blogs of the Week

There are so many CRM blogs to choose from that I thought I might introduce you to some of my favorite bloggers and their most recent posts. Enjoy! Richard Knudson’s Microsoft Dynamics CRM Trick Bag: Building Business Processes in Dynamics CRM 2011: Installment 10 Custom Dialog Process to Resolve Cases Previously, I characterized three broad…