How to Create Dynamics CRM/CE Dependent Lookups
The entirety of my software consulting career has been on the functional side of AX/F&O. With some recent down time, I have been learning CRM/CE.
An Architecture Firm’s Success Story With Implementing Dynamics 365 in the Cloud
One of our clients is an architecture firm with vast experience in architecture, engineering, construction program management, and professional services. They pride themselves upon be
NetSuite 2018.1 New Features for Manufacturers
NetSuite is a true cloud solution and includes major releases twice per year as part of your subscription. The fantastic thing is that the upgrades
Sikich Experts Jumpstart Your CRM Efforts in 3 Easy Steps
NetSuite is a great financial solution to help your business’ daily activities, but it is also a great CRM solution! Many NetSuite users don’t use
Dynamics 365’s Digital Landscape Offers New Ways to Move Your Business Forward
No matter the industry, companies within are looking for ways to better improve their relationships with their customers, whether it's from reshoring or simply updating their
Scalable Cloud Analytics Bring Wide-Ranging Insight to Your Reshoring Initiative
Globalized industry conditions affect manufacturers in multiple ways. Emerging competitors from almost anywhere can rapidly enter your market and go after your customers. A complex,
You Can Create a Better Customer Experience When Reshoring Builds on Cloud-based ERP and CRM
In North America and Western Europe, many companies have reshored call centers, support functions, and inside sales operations because the customer experience was abysmal. Operators
Reshoring: One of the great manufacturing success stories
What happens in reshoring? Reshoring is when Manufacturers and other production companies move their formerly offshored operations from China, India, Latin America, and other regions
Embracing the Digital Transformation Brings High Growth for Businesses
The Hinged Research Institute recently conducted a survey among over one thousand professional service firms that generate at least $1 million annually. Of those surveyed, the
Build a business infrastructure that has long-term viability
Technology vendors often have fostered a bias for innovation. The term “legacy system,” for instance, is never used as a compliment. In some conversations, calling
How to simplify ERP, CRM and other complex business projects
If you expect business software deployments and other major IT projects to be lengthy, complicated, and expensive, it doesn’t have to be that way. Some of the best modern software solutions do not require the costly, laborious customizations that used to be the norm. Statements made in a couple of Forrester cloud and software selection whitepapers align with our perspective in this area of technology. Read More How to simplify ERP, CRM and other complex business projects
What is Dynamics 365 and What Does that Mean for Dynamics CRM?
The first thing to know is that Microsoft Dynamics CRM as a platform has not gone away. Microsoft has simply changed the name of
Microsoft Dynamics CRM and Power BI
Learn how Microsoft Dynamics CRM and Power BI work together to generate amazing reports from easy to use dashboards.
Dynamics CRM Learning Path
Dynamics CRM Learning Path … Help by Another Name … But This is Sweeter It’s new to Dynamics CRM and Azure powered! Learning Path
Dynamics CRM 2016 Depreciation Announcements
Be Sure You’re Ready—Dynamics CRM 2016 Deprecation Announcements As improved functionality is announced, Microsoft may decide to deprecate older functionality. When a CRM feature
Microsoft’s Acquisition of LinkedIn Ups the Ante on Cloud Solutions
On June 13, Microsoft made headlines by announcing its plan to acquire LinkedIn in an all-cash transaction, valued at $26.2 billion. Combining the world’s leading
June 2016 Microsoft Dynamics & NetSuite Tips and Tricks
Microsoft Dynamics CRM Use the Post Feature to Share Information that Is Not Activity Related As is often the case, you probably receive information
May 2016 Microsoft Dynamics Tips and Tricks
Microsoft Dynamics CRM Making a Record Private Dynamics CRM’s security model provides security at the field or record level by assigning a combination
Then and Now: Microsoft Dynamics CRM 1.0 and Microsoft Dynamics CRM 2015
The original Microsoft Dynamics CRM (1.0) was released in 2003. In 13 years, a lot has changed. The world is flooded with big data,
Work Smarter and Faster with the New Microsoft Dynamics AX
Microsoft combined what they do best – productivity and intelligence – to build a highly advanced and stronger enterprise resource planning (ERP) solution that
