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CRM Success Leveraging Microsoft Office 365

We recently had one of our long-time Perficient customers go-live with Microsoft Dynamics CRM 2011 Online (which is part of the Office 365 platform) with great success and ease. After utilizing SharePoint and Exchange online for years, they realized they had reach the limits of SharePoint in managing their day-to-day business and needed more in order […]

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Healthcare Providers and Microsoft CRM- What a perfect match!

  What is Connect Health? Connected Health is a model for healthcare delivery that uses technology to provide healthcare remotely. Connected Health aims to maximize healthcare resources and provide increased, flexible opportunities for consumers to engage with clinicians and better self-manage their care. Connected Health uses technology to deliver patient care outside of the traditional […]

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Microsoft CRM is Going Social

  The SOCIAL story continues to evolve for Microsoft. In particular the social story related to Microsoft Dynamics CRM continues to evolve. Help accelerate your success with social: In 2012 Microsoft Dynamics CRM (CRM) introduced its own internal social networking components to allow users to connect and share unstructured but useful data throughout the enterprise. […]

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Healthcare Provider Solution with Microsoft Dynamics CRM

We have created a solution for healthcare providers to better serve their potential patients (community members) and current patients. A few months back I wrote about Big Data in Healthcare in the Cloud. Now we have a solution that will help organizations organized that data in an efficient and effective way. This solution has three key […]

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Advanced Analytics for CRM

Last week while at the annual Microsoft Dynamics Convergence in New Orleans (with 10,000 other people- partners, clients and MS employees) there was a great session on Advanced Analytics for Microsoft Dynamics CRM. Many of these options have been available for the last few years since the release of CRM 2011 (both online and on-premises) […]

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Microsoft Dynamics Convergence 2013 Recap

As another Convergence comes to an end I wanted to share some of the key items from the anual conference. It is impressive to see how far Microsoft Dynamics CRM has come. Just five years ago CRM was barely mentioned and all the attention was focused on the Dynamics ERP packages. Though the conference covers […]

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Better Together SharePoint and Microsoft CRM

As SharePoint 2013 is released for both on-premises and online (Office 365) the story with Microsoft Dynamics CRM and SharePoint continues to evolve. Recently I was asked by a prospect to outline the possibilities with CRM and SharePoint so I thought I would share. First there is the out of the box option to store […]

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Microsoft Dynamics CRM Technical Compatibility

I have been receiving many questions lately about the compatibility of Microsoft Dynamics CRM 2011 on-premises with other Microsoft related technologies. With the recent releases not only to CRM but also other Microsoft technologies it is important to stay on top of the latest and greatest info so that you can take full advantage of […]

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Next 4 Releases of Microsoft Dynamics CRM

After reading many blogs and postings from the eXtremeCRM 2013 in Rome (a Partner CRM event), it appears more details are now available about upcoming releases for Microsoft Dynamics CRM (CRM) for 2013. The road ahead looks very interesting and promising for CRM. It continues to have similar themes around social, mobile, and anywhere/anytime. Also […]

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Rethinking the Customer Journey in a Social World Infographics

Read a great article this week by Mark Fidelman about the customer journey in the social world (infographic). As you all know, SOCIAL (internal business related social in particular) is one of the hottest topics in the CRM space and will be for all of 2013. With Microsoft’s purchase last year of Yammer, more and […]

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Latest Release from Microsoft for Dynamics CRM (Polaris)

Now that the December 2012 release for CRM Online has been applied and the Update Rollup 12 for CRM On-Premises has been re-released  (kind-of), I wanted to share my most recent thoughts after spending some time with the product.  If you want details on what was to be included please review one of my recent […]

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Microsoft, Healthcare Related Data and the Cloud

As Perficient continues to be a very strong player in the Healthcare IT consulting space, the issue of where data can/will reside is an important question on how to architect solutions from raw BI to CRM related data across the enterprise. Just the question of the cloud itself can be confusing to people. Take the […]

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12 Great Reasons Companies Use Microsoft Dynamics CRM Infographic

Many new and exciting reasons to have Microsoft Dynamics CRM for your organization. In 2013 there will be many more around mobility, social and telephony. Last year I saw a good graphical (Infographics) description of why Microsoft Dynamics CRM should be utilized. Take a look and let me know your thoughts. It includes 12 Great […]

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New Year’s Resolution for Users of Microsoft Dynamics CRM

Have you made your New Year’s Resolution around Microsoft Dynamics CRM? Well it is that time of year again to set New Year’s Resolutions for all of us. According to USA.gov the top New Year’s Resolutions are: Drink Less Alcohol Eat Healthy Food Get a Better Education Get a Better Job Get Fit Lose Weight […]

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Microsoft Dynamics Convergence 2013- Time to Register!

It is that time of year to make plans for the annual Microsoft Dynamics Convergence. March 18-21, 2013 it is back in New Orleans. This is an opportunity for approximately 9,000 Microsoft Dynamics Customers/Users (the main focus of the conference), Microsoft Employees and Microsoft Partners to get together to talk about the latest and greatest […]

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CRM Modern- Microsoft December Release Almost Ready

Modern Microsoft Dynamics CRM Release from rfitzer   Last week I had the opportunity to take a look at the latest update for the December 2012 release for Microsoft Dynamics CRM. Some very exciting stuff around a modern user interface and experience. Take a look at some of the latest info in the slide show […]

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Mobile Options for Microsoft Dynamics CRM

Over the years Microsoft has had a few directions/suggestions for users to take if they want a mobile experience with Microsoft Dynamics CRM. I want to give an update on the latest so that users know what options are available. As the latest release from Microsoft is available later this month the mobile vision may […]

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Why CRM so Different than other IT Initiatives? Success with CRM!

This is a question that continues to come up and is truly important to understand in order to have success with CRM in your organization. There are many books written about CRM success and they all revolve around three major items that need to be taken into account with CRM within any company: 1.       People […]

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Office 365 Impressive and Powerful and CRM Ready!

Last week I spent some time with Perficient’s Microsoft Office 365 Practice Lead, David Greve from Chicago. He was a great source of information on the power of Office 365 and some of the incredible things Perficient has been able to do with it. I thought I would take a moment and share. Also, I […]

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Top 5 Reason Why CRM Users Should Be Excited for Dec 2012 Update

This week the Microsoft Dynamics CRM team announced that the long awaited next service update will be available in December. Very overdue but highly anticipated. I wanted to take a moment to highlight a few items that users should get excited about. You can read the full details by downloading the document directly. Microsoft Product […]

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