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Blog Article

Why Did a Financial Services Firm Replace Salesforce.com with Microsoft Dynamics CRM? Here are 7 Good Reasons

Research Affiliates partners with the world’s leading financial institutions—which offer ETFs, mutual funds, and separately mingled and comingled accounts—to deliver solutions in indexing and asset allocation strategies. This dynamic organization is a global leader because of its innovative approach and…

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Microsoft Dynamics CRM Online: 9 Reasons to Give It Serious Consideration

“My company is evaluating CRM solutions. Should we go with an on-premises or cloud version?” In all my years architecting and implementing CRM solutions, this question has been the most widely debated.  I have yet to encounter a company that…

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Microsoft Dynamics CRM 2015: How to Calculate a Work Timestamp Based on a Calendar

Enhanced Service Level Agreements (SLA’s) are one of the most helpful features that the latest version of Microsoft Dynamics CRM has to offer. This feature can calculate the amount of time spent on a specific case or even the amount…

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7 Big Reasons Why Microsoft Dynamics CRM Beat Out Salesforce as the Enterprise CRM Suite of Choice

In the recently published Destination CRM 2015 Market Leaders Report, Microsoft took over the “Winning” spot for Enterprise CRM Suite from the long-reigning champ, Salesforce.com. The ratings are calculated from industry experts and analysts who are looking primarily at the…

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How to Mitigate Risk When Implementing CRM: 4 Tips from a Success Story

Is it possible to replace a CRM system that serves as the cornerstone of your business without putting operations at risk? Yes. When your organization depends on a CRM system as its operational platform, the idea of replacing it—no matter…

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How to Implement Robust Auto-Numbering Using Transactions in Microsoft Dynamics CRM

The primary failing of every auto-number solution for Microsoft Dynamics CRM that I have come across is the ability to ‘guarantee’ a unique number under heavy load across multiple servers, particularly in a CRM Online environment. Depending on the solution…

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