Considering how to approach CRM for your business? You’ve likely found two options. The first is server-based: your company’s CRM data is stored on your own server on your own property. The second is based in the cloud through Microsoft Online. Often part of a Microsoft package, your CRM data exists online, accessible from anywhere. … Read more
Microsoft Dynamics CRM has many features I love — after all, it’s the service I sell. But today, let’s talk about one of my favorite CRM features: Outlook integration. Salespeople spend hours each day in Outlook. When I meet someone new, I put that contact into Outlook right away. And when I interact with any … Read more
Maybe you’re a small business today — but you don’t plan to stay small for long. If you and your company have ambitious plans for the future, your customer relationship management solution is key to healthy, sustainable growth. Every season gets busier than the last here at Tricension, and we’re seeing first-hand how important a … Read more
You’re a small business owner. You have some revenue. You have some clients. You have a lot of paperwork you’re doing by hand. You have paper files. You’re losing your paper files. You have Excel files. You and your employees have different versions of those Excel files. You need software. You need Customer Relationship Management … Read more
The following is the devil. You heard it here first. Listen, I’m a lazy programmer. I accept this about myself. I get that it’s really easy to instantiate a new ColumnSet and pass in true so you get all the columns when you query CRM. You don’t have to worry about a lot of typing … Read more
We’ve been thinking about this a lot at Tricension for the last several months because we’re in growth mode. But it’s always a conversation topic, because we’re always looking to hire the best people. Fortunately, we have several excellent search partners who are starting to identify strong candidates and our selection process has been consistently identifying … Read more
It might be hard to believe that with everything Microsoft CRM 2013 gives you, that you’d need CRM 2013 customizations, but if you do, it’s okay. You may have no idea what CRM 2013 customizations are, why you might need them, or how to do them. You may have come across this blog because you’re … Read more
Had a puzzler from one of my favorite clients the other day that I wanted to share. The Situation: Said favorite client called me up and said that when he ran a report (it was a SQL Server Reporting Services report he accessed via the Outlook plugin), he was getting improper results. This particular report … Read more
I recently found myself asking this question loudly to an instance of hosted Microsoft CRM 2013 on which I was working for one of my favorite clients. I could click on “Full Name” on his shiny new Contact Form, but when the popup popped up, there was only First Name and Last Name. This was … Read more
As part of our continuing series on Microsoft CRM 2013, we’re going to dive back into the new features and functions in Microsoft Dynamics CRM 2013 and ask “Is Microsoft Dynamics CRM 2013 ready for fulltime, production use?” Obviously, at Tricension, we ultimately feel the answer to that question is “Yes,” but at the same … Read more
