CRM 4.0 Client Upgrade To CRM 2011

Left Outside Alone… Following on from my previous post Outlook 2003 Client Features, I was asked about the CRM 4.0 Client for Outlook and how this works with CRM 2011 Server. As you may know, Microsoft Dynamics CRM 4.0 for Outlook with Update Rollup 7 (or later) is compatible with Microsoft Dynamics CRM 2011 Server….


60,000 User, Real World, CRM Deployment

Alien Water Kiss… “United States Air Force European Command (USAFE) uses Task Management Tracker to align directorate; tool expands to over 60,000 users across 23 government organizations”. All I can say is “blimey, that’s a lot of users”. For more information, you can read the full press article here This posting is provided “AS IS”…


Best Buy-Side CRM Award

The Whisper… I just received a press release from Digiterre, one of our UK CRM partners, announcing they had won the best CRM provider in Buy-Side Technology magazine’s prestigious awards for leading technology providers in the investment management sector. Built on Microsoft Dynamics CRM 4.0 (and soon to be upgraded to CRM 2011), dCRM is…


Microsoft Dynamics CRM In Retail Banking

Big Wheels… Sorry for the last minute notice of this session, I’ve been meaning to post the details for the last couple of weeks. Max Fatouretchi (Microsoft Dynamics industry manager for the financial services sector) is running a 1 hour Live Meeting tomorrow at 15:00 BST (07:00 PST), in conjunction with Microsoft Dynamics partner Veripark,…


Customer Care Accelerator Demo Tools

Turn To Stone… Before we all get carried away with the nice, new, shiny thing that is Microsoft Dynamics CRM 2011, spare a thought for CRM 4.0 and in particular, the Customer Care Accelerator (CCA). If you are looking to achieve contact centre efficiencies, but are unsure of what CCA could do for you, then…


Latest “CRM At A Glance” Numbers

Move On Up… As announced by Stephen Elop during the opening keynote at the Microsoft Worldwide Partner Conference (at approx 3 hours, 12 minutes), Microsoft Dynamics CRM now has more than 23,000 customers with over 1.4 million users. This posting is provided “AS IS” with no warranties, and confers no rights. Laughing Boy Chestnuts Pre-School


Forrester 2010 Reports For CRM Now Available

Bulls on Parade… I just spotted Chris’s post detailing the latest analyst reports from Forrester that were published a couple of days ago. The really good news is that in both the Mid-Market CRM and Enterprise CRM categories, Microsoft Dynamics CRM comes out ahead of the competition. As I mentioned in my post last year,…


Introduction To The Customer Care Accelerator (CCA)

Carwash… A couple of months ago, we released a new add-on for CRM 4.0 called the Customer Care Accelerator (CCA). Although new to those of us in the world of CRM, CCA has been around since 2005. The Customer Care Framework (CCF) was originally developed by Microsoft Consulting Services to address the needs of large…


Video: Dashboards Made Easy With Reporting Services

Your Love Is Like A See-Saw… Last month I posted an article showing how to create dashboards using the charting capabilities that are available with SQL Server 2008 Reporting Services. I promised that I would record a “How To” screencast, with instructions for building your own dashboards, which I have now done and have posted…


Are You Satisfied With CRM?

I Can’t Get No Satisfaction… In early 2009, Crimson Consulting undertook survey of users of Microsoft Dynamics CRM and The goal was to identify the tasks most important to them, as a guide to the functionality desired in a CRM solution, and to assess their satisfaction with how well their CRM solution supports them…