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From the category archives: Customer and Employee Engagement Blog

Dynamics CRM

Privacy vs Personalization: Finding the Balance

GDPR CRM Privacy 

Big data makes it possible to serve more people than ever before. New privacy laws and regulations are regularly being passed to protect us from potential abuses. How can organizations balance the benefits of big data with the need for privacy?

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Make No Mistake: PEOPLE Drive Business PROCESS

Getting people to adopt new processes is almost always a challenge in business.  Why is that?  Maybe it's because we so often forget the role people play in defining and re-defining processes.  In this article we look at why processes should be people-first.

Change Management Customer Experience Employee Engagement

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Field Questions and their CRM Equivalent

How do you ask the right questions when a user asks for a new Dynamics 365 field?  And how do you translate that request into the best design?  Let's take a look!

Administering Dynamics 365 CRM - Adding a field

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From Managing Customers to Customer Engagement

Today’s customers want more control over their destinies.  And successful companies are giving it to them.  As a result, the old paradigm of CRM is rapidly giving way to customer engagement management (CEM).  In this article we look at practical steps for making the transition.

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Can You Add a CRM Field Please?

Sometimes saying "yes" to make your CRM users happy can create unnecessary complexity that chips away at the user experience and, ultimately, hurts adoptin. In this article we'll look at some helpful questions to ask before adding a new field to CRM. 

CRM Best Practices - Too Many Fields

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Blog Topics

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.