CRM 2011: The Wrath Of Kharriage Return
Today's opening of "Star Trek Into Darkness" has Brett Rojas in a "Star Trek" mood, which he channels into his new blog post, "CRM 2011: The Wrath of Kharriage Return". Find out about a potentially problematic email formatting issue within Dynamics CRM, and how to fix it.
How To Fully Utilize Your CRM Data Within The Cloud
"The Cloud" is one of the most talked about buzzwords in the IT Industry, and while most CRM vendors are addressing this trend with a mobile application of some sort, these applications usually don't include any complex data entry or reporting visualizations. Here's a look at how to quickly and safely expose your data from the cloud using Microsoft Dynamics CRM 2011 and Windows Azure.
How To Use Salesforce Report Data With Conga Composer
Conga Composer allows you to generate documents from multiple Salesforce objects and related lists. Here's a new tutorial on how to use this valuable Salesforce application.
Favorite Quick & Easy DAX: Calculate Moving Averages with EARLIER
Sometimes reporting data values day-by-day can create the impression of dramatic ups and downs, when really what we want to see is the general trend of changes over time. We need, in other words, to create a chart based on moving averages. Such a measure is commonly used in tracking the price of stocks, but there are many other cases where showing, for example, 7-day moving averages is preferable to just showing the value for a given day. DAX in Power Pivot can handle this calculation quite easily. Here’s how, using the EARLIER function
How to Add Product Images to a Salesforce Quote
The standard Salesforce.com Quote functionality allows users to add images to line items within sales quotes. We recently helped a customer of ours set up their Products and Pricing in Salesforce.com, which included adding images of their products beside each item on their quote.
The 3 Elements Necessary For Guaranteed CRM User Adoption
Clients often ask me what's needed to guarantee user adoption on a new or re-designed CRM system. Over the years, I’ve whittled my response to these three essential elements.
How to Implement DQS (Data Quality Services)
Last fall, I attended SQL PASS in Seattle and learned about DQS (Data Quality Services) that Microsoft released with SQL 2012. It was perfect timing (I was in the middle of merging several third party data sources, and we'd decided to use MDS to maintain our domain data). This blog is a brief description of how I implemented DQS for our environment.
A Straight-Forward Approach for IFD Configuration in MS Dynamics CRM 2011 (Part 2)
Part 2 of this series on setting up IFD for CRM 2011 goes through the actual IFD setup required to enable external access to CRM.
Microsoft Dynamics CRM Upgrade Vs. Re-Implementation
What are the benefits of upgrading Dynamics CRM vs. re-implementing it?
5 Ways To Improve Microsoft Dynamics CRM Performance
Recently I have had the pleasure of helping a client work through some very impactful performance issues with their on-premise CRM installation. Their issues ran deep including SQL timeouts, excessive bandwidth consumption, outlook crashes and general slow performance. The end result was not only causing poor user acceptance and lowered productivity but also impacting other business critical applications. We updated many database settings, tuned indexes, updated CRM registry settings and doubled the SQL Server RAM, but in the end the following 5 items provided the biggest boost to performance.
