Posts Tagged ‘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 […]

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 […]

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 […]

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 […]

Last month I told you about the features Microsoft Dynamics CRM is rolling out as part of the “CRM Q2 2012 Service Update” which will include massive improvements and capabilities around mobility and Microsoft Dynamics CRM.  As most of you have heard by now, Microsoft has just announced its newest mobility device the “Surface”, which […]

Everywhere I go I see more and more people using their mobile devices to do “stuff” that they used to only be able to do on their laptops.  iPads, Androids, slates, tablets, extremely large phones are all out there and getting better and better.  I was even sitting in the airport and watching a grandmother […]

Hello all! I have been out talking with a lot of customers and prospects over the last few weeks and I wanted to bring to your attention that Microsoft Dynamics CRM does have an online SaaS offering.  It is branded Microsoft Dynamics CRM Online and it has been available for several years now.  I am […]

Hi All!! Next week I am headed to Houston for Microsoft Dynamics Convergence which is the biggest customer conference Microsoft puts on for the Dynamics community.  This is where customers have the opportunity to hear about upcoming enhancements, customer success stories, network with other customers, and share ideas.  This year is packed with product briefings, […]

One of the coolest features that really increases productivity and efficiency when dealing with large amounts of records is the “conditional formatting” feature in the Dynamics CRM Outlook client.  Conditional formatting lets you build “rules” that change the way the record is displayed in a grid.  I like this a whole lot.  It doesn’t take the […]