I decided to integrate LinkedIn to our CRM 2011 online deployment, so that I could see if all I heard about it was true. The reason that I wanted to use it is due to the following features that come with the connector: 1. Qualifying Prospects (as LinkedIn users add their own information
Read the full article hereReturning home from the MVP Summit in Belview I decided to document my findings and share the value that an MVP receives from attending. Each of the interactive sessions for CRM MVPs were in the Advanta Campus where the Microsoft Dynamics CRM team is located. Session after session was wi
Read the full article hereWe are proud to anounce that we have been nomitated as finalists in the Microsoft Partner Awards for New Zealand. We achieved this in the category of Microsoft Dynamics CRM Solution of the Year. So now fingers crossed for the final results..... List of all Finalists can be found here.
Read the full article hereWell what a night, last Thursday we waited in anticipation as one of three finalists gen-i, Intergin, and Magnetism all vying for the esteemed title of "Microsoft Dynamics CRM Solution of the Year” to here the announcement that we had won was incredible. When back at the office the first thing I did
Read the full article hereToday Microsoft has released another Accelerator on codeplex.com. The Partner Relationship Management Accelerator is a fantastic tool for vendors that have a partner channel in place and want to manage the assignment of leads and referrals to channel partners. The accelerator runs on top of Microso
Read the full article hereOver the coming weeks I will be writing a few high level posts regarding the future of Dynamics CRM and what we can expect. With all Statement of Directions it’s worth noting "that individual features may be added, amended or dropped during" the timeline of development. V.Next will continue to de
Read the full article hereLocal community paper just published the following: Whangarei Leader
Read the full article hereMagnetism’s solution was a great example of an xRM project covering payroll and recruitment, with significant complexity involved in the payroll functionality of the solution. Tight integration to third party systems and the use of the Microsoft stack including dashboards and Silverlight further s
Read the full article hereOn December the 17th Microsoft released the 3rd version (3.0.11.0) of Sure Step. We were involved in the TAP program for this release, so I have had time to understand the product over the past months. Once again Microsoft has continued to improve on the past product. Templates have been added to an
Read the full article hereThe best way to stand out from your competitors is not necessarily to cut prices, which in the process cuts profits. When customers are able to pick and choose between suppliers who are selling similar products for similar prices the key decider is the customer service experience. For this reason,
Read the full article hereWe have been working over the past few months with Microsoft and other Microsoft Partners to setup a User Group in Auckland for users of Microsoft Dynamics CRM. It has been a pleasure getting to know the representatives from the other partners here in Auckland. In so doing we have created a co
Read the full article hereWith the release of Microsoft Dynamics CRM 2011, I thought I would go over some of the differences between the Marketing Lists of Dynamics CRM 4.0, and the new improved Marketing Lists of Dynamics CRM 2011. One of the most noticeable differences in Dynamics CRM 2011 is that everything important is
Read the full article hereGetting data into CRM is a common requirement for most people working with Dynamics CRM. The Microsoft Dynamics CRM Product has done a fantastic job of improving this for CRM 2011. Many enhancements have made, well done team! Steps to Import: 1. Select Import from the Workplace Menu 2. Selec
Read the full article hereIn my last post I talked about my change in hardware in my quest to build the ultimate Demo Machine for showcasing Microsoft Dynamics CRM 2011. So I now have most of the hardware. And this is what I have had to do to get it to the current state: 1. Remove Windows 7 and all the HP pre-installed
Read the full article hereMaking your business competitive and efficient is a big challenge given the tough economic climate that we are experiencing right now. I have looked for innovative ways to improve our business, keep our clients satisfied and stay on top of our game. One of the key solutions that we are impleme
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