by Derek Nachimow | Mar 9, 2015 | Microsoft Dynamics CRM
Microsoft CRM delivers a very powerful set of tools that enable users at both an individual and management level to track – and effectively manage goals. The purpose of this post isn’t to describe the architecture and out of the box functionality that exists with...
by Derek Nachimow | Feb 17, 2015 | Microsoft Dynamics CRM
Microsoft CRM 2015 is an extremely powerful application – and Advanced Find can enable a non-technical user to accomplish a lot. However, there are certainly limitations that exist, specifically when it comes to date based queries. For example, there is no clean way...
by Derek Nachimow | Dec 11, 2014 | Microsoft Dynamics CRM
Creating a Gift Management System for Santa and Hanukkah Harry to Demonstrate New Features of CRM 2015/Online With the holiday season in full force, these seemed like the perfect time to talk about all of the joy that Microsoft has delivered with all of the exciting...
by Derek Nachimow | Oct 8, 2014 | Microsoft Dynamics CRM
In my last blog post, The Real Power of Real Time Workflows in Microsoft CRM 2013 – Part 1, I highlighted how real time workflows could be used to enable rapid data entry. In Part 2, I’m going to review how this powerful tool can be used to enforce complex data...
by Derek Nachimow | Sep 9, 2014 | Microsoft Dynamics CRM
When Microsoft initial announced the introduction of real-time workflows in Microsoft CRM 2013, I became overjoyed – or at least excited – about the new functionality I’d have available to me. As a non-developer, I envisioned a world in which, gone were the days of...
by Derek Nachimow | Jul 5, 2011 | Microsoft Dynamics CRM
As a Microsoft CRM 2011 Partner, I have tons of great things to say about Microsoft CRM 2011. As a customer relationship management tools, it gives us visibility to our sales pipeline, it makes managing leads exponentially easier and it has enabled us to vastly...