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Why CRM? – You’re Losing Customers
Welcome back, readers, to our Why CRM blog series! We recently launched a new website aimed at answering basic questions around customer relationship management (CRM) software called “Why CRM.” The...
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Customer Retention: Why Investing in Long-term Growth is a Smart Bet
According to NewVoiceMedia , an estimated $41 billion is lost by U.S. companies alone each year due to poor customer service, yet a recent PwC survey shows that CEOs continue to increase spending on...
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DUG version 6 – now it happens!
Next week it will finally happen! After 7 years, basically without any updates, we are going to upgrade Dynamics User Group’s website. We are upgrading to the latest version of Telligent Community...
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Dynamics GP: Currency Translation and Management Reporter
Microsoft has made a lot of improvements in this area since FRx and early versions of Management Reporter, however it can still be difficult to achieve what seems like a simple result. There are many...
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How Alerts Can Degrade Dynamics AX System Performance
The use of alerts in Microsoft Dynamics AX is a very helpful feature. Alerts allow end users to get an email or a Dynamics AX notification when a condition has been met. The purpose is typically to let...
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Field Level Security using Events in Dynamics NAV 2016
One of the cool new features in Microsoft Dynamics NAV 2016 is the options to use Events.Through events you can create functions that are published and subscribe to them in other objects. The great...
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Microsoft Dynamics Partner Roundup: Financials, Professional Services on New...
In this week's Microsoft Dynamics partner news roundup: SBS Group's AXIO Solutions Available for the New Dynamics AXSAGlobal Launches Practice for Dynamics CRM Project Service SolutionBirks Group, UXC...
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Microsoft Dynamics Partner Roundup: Financials, Professional Services on New...
In this week's Microsoft Dynamics partner news roundup: SBS Group's AXIO Solutions Available for the New Dynamics AX SAGlobal Launches Practice for Dynamics CRM Project Service Solution Birks Group,...
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Excel, Web and Mobile BI Tools for Microsoft Dynamics GP
Companies rely heavily on their business data to make informed business decisions and easy-to-use financial reporting tools are essential for staying competitive in today’s global environment. Most...
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Design Thinking… the way to go
¿Qué es el Design Thinking? Es una metodología para generar ideas innovadoras que centra su eficacia en entender y dar solución a las necesidades reales de los usuarios. Proviene de la forma en la que...
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Now Available: Introduction to JavaScript Training Guide
Happy Friday Everyone, I just released a free Introduction to JavaScript Training Guide for those of you who are looking to expanding your Dynamics CRM skills into the client-code area. This is just a...
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Servicio Premium: CRM 2016 Update 1 Novedades Primavera
Dynamics CRM Spring 2016 Wave – CRM Online 2016 Update1 Realmente un Servicio Premium mas que emocionante, apasionante futuro, son las …
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Reporting Server Subscription does not run on Schedule
I've setup a SSRS report that pulls data from two SQL Server databases across two different SQL Server instances. It runs under a SQL Server user and works like charm when run manually. However, when I...
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Customization Aware Web Resource – Part 1
Web Resource is one of the most powerful and versatile extension mechanism in Microsoft Dynamics CRM. It supplies an open canvas to draw custom UI, business logic and whole applications within entity...
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Management of sales – multiple deliveries – partial ship – non-wms
In a post the other day we had a look at partial shipments and managing the sales order, delivery and invoice for different patterns of you might do each of these. If you are not using advanced...
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4x4 Series: Security Suggestions for the New Administrator
I was asked to participate in the CRMUG 4x4 webinar series. These are quick webinars with multiple speakers sharing tips and answering questions. I also wanted to document my tips here for future...
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When opportunities in Microsoft Dynamics CRM are not part of the business...
Microsoft defines an opportunity as “a lead who is now almost ready to buy – in other words, it’s a deal that you’re ready to win.” In a lot of organization’s this makes sense. Customers or clients...
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The tax you probably owe, but aren’t paying: A closer look at consumer use...
Repost from Avalara Use tax, the lesser known counterpart of sales tax, suffers from a basic lack of PR. Buyers and sellers alike pay it no mind. Despite 27 states having a dedicated line item in...
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Portland, Phoenix, and Dallas NAV Users - Important Chapter Launch Announcement
Calling all NAV users in Portland, Phoenix, and Dallas, Don't miss out on the inaugural launches of your chapters (I'll admit Portland- it's your second meeting)! We want to fill the rooms to capacity...
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Creating record templates in the new Dynamics AX
Record templates are handy to save you typing in fields for records you create in common patterns. It’s been there in AX2012 and still there in the new Dynamics AX but slightly different way to...
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