Goal management is one of those features in Microsoft Dynamics CRM 2011 that has a relatively high barrier for utilization. The initial thought of measuring the business results of your organization through a built-in mechanism in your CRM system resonates with almost any customer that you tell about goal management, yet the excitement tends to […]
Making use of Dynamics CRM process automation capabilities
You shouldn’t use Dynamics CRM only for storing and presenting data entered by users, otherwise you’re really missing out on much of the capabilities that a CRM system has to offer. Sure, the immediate need for a CRM system will often be establishing a single location for customer data, rather than having it spread out […]
Dynamics CRM Fall 2012 “Refresh” UI first impressions
Last year the Microsoft Word Partner Conference gave us a first look at the Activity Feeds solution and other R7 feature enhancements. This year in WPC 2012 we got a taste of things to come in Dynamics CRM on not just one but two client UI’s. Although the Metro CRM app is surely a more […]