Microsoft has gone all out to make sure you leverage your CRM investment by providing more than 100 informative Dynamics CRM sessions at Convergence 2014. So plan ahead in order to be strategic! (more…)
Posts Tagged ‘Microsoft Dynamics CRM’
A new era of Customer Relationship Management, or “CRM” as most people know it, has emerged. This new era is characterized by businesses that define the relationships that are most important to them, mold the application to their specific needs, and configure an application that works for them.
In this new era, CRM software goes further and focuses on relationship management. Also referred to as “XRM,” because the X factor can mean any relationship important for a business to manage information around.
The CRM Software Blog compared two of the major CRM software applications on the market today, Microsoft Dynamics CRM and Salesforce, on the following factors: choice and flexibility, cost, ownership of data, ease of use, access to CRM and Email, scope and support, the future and Investments, and SaaS versus In-House.
Extend your cloud solutions by delivering preconfigured integrations between Microsoft Dynamics CRM and Intacct with IntegratorPlus.
IntegratorPlus is a subcription-based cloud solutions built on the Microsoft Azure Platform that allows users to harness the power of both Microsoft Dynamics CRM and Intacct. Critical data, such as customer, customer address, inventory, pricing, sales order, and sales invoice information, can be transferred so that updates in one systems will instantly update the other.
How do Microsoft SharePoint and Microsoft Dynamics CRM stack up? SharePoint is an enterprise platform for many different information applications and uses. Microsoft Dynamics CRM is also a powerful enterprise application. So, which is most appropriate for your business needs?
When comparing the two applications, it is important to take the strengths of each product into consideration. The strengths will be applicable to your needs. Below we will share the similarities, the strengths, and how they can be deployed together.
The Knoxville Chamber has served as the voice for businesses in the East Tennessee area for more than 150 years. They partner with a number of organizations to provide expert advice for existing businesses, start-ups, small and large businesses, professionals, and companies who are considering expansion or relocation to the Knoxville area.
With the goal of becoming America’s Best Business Address, the Knoxville Chamber needed an efficient way to help member businesses identify areas of weaknesses and develop corrective action plans to help them grow to the next level.
The Async Operations Table stores completed workflow history. It can become very large, impacting performance and ability to upgrade. Routine cleanup and CRM 2011 auto remove workflow history is recommended.
CRM 2011 async operations table can still become large if you don’t have the flag enabled to delete workflow history. The good news is the CRM 4.0 Async Cleanup scripts still work. They are available at: http://support.microsoft.com/kb/968520
Make sure you: 1) run the script that creates 3 indexes to speed up the process first, 2) then execute the first script in the KB Article. The difference is HUGE and saves hours.
CRM 2011 also introduced a feature that will automatically remove the workflow from history, just by setting the flag under administration on the actual workflow. For additional comments from the Microsoft Community, visit this website
Help is just an email away if you need assistance with this or any other maintenance item.
If your Dynamics product is nearing the end of its life cycle, it’s time to start planning for the implementation of a later release. Microsoft continues to release new product innovation on a regular basis, therefore phasing out older versions of their products. Microsoft Support expiration dates for the following products are provided below:
Maintenance for Dynamics GP 10.0 expires 10/9/2012
Maintenance for Dynamics CRM 4.0 expires 4/9/2013
Maintenance for Dynamics SL 7.0 expires 10/9/2012
It’s critically important that you stay on Microsoft-supported versions of your core business systems. Advantages are two-fold: one, you will be ensuring the continuity of your business, and two, you will be able to take advantage of the updates Microsoft continually provides for their products. For example, Dynamics GP clients who will need new 2013 tax table updates can only receive them if they are on a supported product version.
LBMC Technologies is offering a free Dynamics upgrade assessment to any client interested in upgrading to GP 2010, CRM 2011, or SL 2011. Call Kenneth Sims at 615-309-2473 to schedule your free assessment.
Please keep in mind that Microsoft changed its Annual Maintenance policies in 2011. Microsoft no longer extends a grace period for the payment of your Annual Maintenance. Late renewals lose their Protected List Price (PLP) and are subject to a 3% penalty fee per day. The PLP is used to calculate your maintenance fees depending on the plan you are purchasing. See the matrix for the current Dynamics GP and SL maintenance plans available for client purchase.
If you lose your PLP the cost of your maintenance could increase dramatically. You should expect an email and an invoice 90 days before your maintenance plan ends in order to avoid any late fees and to ensure that we receive your payment well before your due date.
LBMC Technologies is excited to announce that ISV (independent software vendor) ClickDimensions has won the 2012 Microsoft Dynamics Marketplace Solution Excellence Partner of the Year Award.
“[ClickDimensions'] Marketing Automation Application for Microsoft Dynamics CRM solution empowers marketers to drive strong results and we’re pleased to recognize them with this award,” remarked Doug Kennedy, vice president, Microsoft Dynamics Partners and Support Services.
Please read the entire announcement here. Congratulations to our esteemed partner, ClickDimensions! If you would like more information on integrating this award-winning system with your Dynamics CRM solution, please contact LBMC Technologies today.