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From the category archives: Customer and Employee Engagement Blog

Microsoft Dynamics 365 CRM, Customer Engagement, Sales, Customer Care and Marketing

Single-Threaded vs. Multi-Threaded Translations


When performing a migration or integration of data, one consideration that should be high on your list is translation performance. Today's blog will discuss how to address the processing of multiple records simultaneously, as opposed to a single-threaded process.

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Business Rule or JavaScript in Dynamics CRM…that is the question

With the advent of Business Rules beginning in Dynamics CRM 2013 we now have the ability to implement client-side business logic without having to write javascript functions. How can I determine whether to code my business logic using business rules, javascript or both?

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Sales Rep CRM Quick Tip: Use CRM to Identify and Convert More Leads

Did you know it takes an average of 7 contacts to convert an unqualified prospect into a sales qualified lead?  And did you know that 60%-95% of sales leads are never worked at all?  That’s a huge amount of untapped potential!

In this article, we will look at the "3 C's" of lead management using customer relationship management.

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Bringing the Cloud Down to Earth


It’s your data. Don’t let great on-line transactional systems limit your analytics needs. Bring the cloud down to earth, then slice and dice to your heart’s content. This blog will discuss three ways to accomplish this.

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Sales Rep CRM Quick Tip: Weekly Planning

If you’re not using CRM as a tool to plan your day, week, month – or more – then you’re missing out.  You’re leaving valuable referral sources in the cold.  You’re letting opportunities slip through the cracks.  And you’re letting your competitors snap up your best customers.

This article takes a look at how to use CRM as a planning tool.

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CRM Deployment Options…How to Decide?

So you are ready to tackle that all-important CRM initiative for your company. You will need to consider multiple factors in making the initial deployment decision; however there is usually one factor that rises to the greatest importance in making the initial decision.

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Dynamics CRM Online - The User ID Associated With The Current Record Is Not Valid

A client recently found he could not enable a user he needed to use in one of our sandbox organizations. Every time he tried, he got “The user ID associated with the current record is not valid”. This blog explores the fix.

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Some ‘Gotchas’ To Deploying Code In Salesforce.com™

One common CRM challenge is keeping your development environment in sync with the production environment. Coding in a development environment that is not in sync with production can lead to many hours of frustration trying to find the ghosts in the code. I find this especially true working in Salesforce.

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Microsoft Ignite 2015–Day 3

WP_20150506_08_20_14_Pro_smIf you’ve been wanting to get some more information on SharePoint 2016, today’s recap is for you!  I’ll briefly review some tips from the great duo of Todd Klindt and Shane Young on upgrading to SharePoint 2013, then I’ll dangle some awesome new not yet released tools for Dynamics CRM and Office 365 straight from the mouth of the great Girish Raja.  I then got some great insights from the master Spence Harbar himself on OneDrive for Business migrations, then rounded out the day diving deep in the new hybrid search service application for SharePoint 2013 / 2016.

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Best Practice for Creating Sandbox Instance for CRM 2015 Online Upgrade Testing

If you currently have a production CRM 2013 Online instance, Microsoft wants you to upgrade to 2015 by the middle of June at the latest. It is important to perform full UI and customization testing in 2015 prior to approving your 2015 online production upgrade. The more customizations and managed solutions you have deployed, the more the need for good quality assurance (QA) and user acceptance testing (UAT).

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Dynamics CRM Versions and Array Method “indexOf”

image_thumb[1]For one of my recent projects there was a requirement where I had to check the logged in user’s security roles, to find out if the user had been assigned a particular security role. If the user had the security role, there were several JavaScripts that would run. If the user did not have the security role, the JavaScript would not run. This blog explores my efforts to trouble-shoot and cross-test across multiple browsers.

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Data Migration from CRM 2011 to CRM 2015

One blog reader recently asked us about affordable options for migrating data from CRM 2011 to CRM 2015 when upgrading.  This article provides a number of options to consider.

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Sales Rep CRM Quick Tip: Track Your Activities

If you’ve started to track contacts, accounts and your pipeline in CRM, then you’re ready to start tracking activities too.  Most CRM solutions provide a way to track activities such as calls, appointments, emails and tasks.  This article provides some quick tips for tracking your activities.

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Sales Rep CRM Quick Tip: Manage Your Pipeline

Click Here to Open Index of Sales Rep Quick TipsOne of the most important benefits of a CRM solution is that it allows a Sales Rep to track their pipeline. Sadly, this is also one of the areas that many organizations tend to make overly complicated and so painful, that reps often revert back to using a legal pad. This article will provide some tips for using your CRM solution to track your pipeline – and why this is important – regardless of the condition of your CRM solution.

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Data Encryption Feature Isn’t Activated - Prevents Outlook Client Sync

You know how the story goes... We were prepping for a CRM 2013 on premise client going live and it was Outlook client configuration time. I was doing some last minute Outlook client testing and hit the sync button to test my Outlook filters when I got this message. Read more to find out how to activate data encryption when syncing Outlook to CRM.

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CRM vs ERP: Where to Handle Quotes and Order Entry?

CRM vs ERP for quotes orders pricebook catalog

Are your customer care or inside sales reps straddling CRM (customer relationship management) and ERP (enterprise resource planning, or accounting) systems in order to get their jobs done?  Is it slowing them down?  Are they missing opportunities to collaborate with your field sales reps because they don't have enough time to keep things updated in CRM?  Are your outside sales reps asking for more information about order history to be visible in CRM?

This article takes a look at the benefits of handling these processes in CRM rather than in an ERP solution.

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Dynamics CRM – Spring 2015 Related Products Roadmap

Many improvements to Dynamics CRM were announced last week at Microsoft Convergence 2015. But CRM isn't really just one application anymore - there are a host of things that companies need to consider in order to work together better both externally with customers and internally with employees who are striving to serve those customers.  This article looks at recent and upcoming improvements to Microsoft Dynamics Marketing (MDM), Social Listening, Parature and Unified Service Desk; as well as some of the more standard products such as Excel, SharePoint and Outlook.

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Dynamics CRM Roadmap – Spring 2015 and Beyond

New CRM Spring 2015 SiteMap Menus

Get ready ... CRM 2015 just came out, but the spring release is just a few months away.  Microsoft is including a lot of new features in this release that you'll want to take advantage of including: new (easier) navigation, OneNote integration and Power BI dashboards.

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Collaboration at Microsoft Convergence

A lot of exciting information is being shared this year at Microsoft Convergence in Atlanta, GA.  This post summarizes the highlights of day 1, with a focus on the sessions that discussed working together better inside and outside of the organization - customer and employee engagement.  We will pay particular attention to the discussions around collaboration in this post.

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Sales Rep CRM Quick Tip: Make CRM Your Rolodex

CRM for Contact Management Sales Rep AdoptionLooking for a way to expand usage of your company's CRM?  Here's a simple idea: commit to making it the one and only place that you use to manage your list of contacts. It sounds simple, but it's amazing how many contact lists are spread out over a pile of business cards, in our mobile devices and handwritten on notepads.  This article shares some practical ideas on how to get all of your contacts into CRM.

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Gotchas When Using Power Query to Retrieve Dynamics CRM Data – Part 2

imageWelcome back to part 2 of my review of tips and gotchas for using Power Query with Dynamics CRM OData feeds. Let’s continue our review and talk about how ugly the option set numeric values are, and how you can improve your query times by tweaking (filtering more specifically) the OData URL used in Power Query.

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Gotchas When Using Power Query to Retrieve Dynamics CRM Data – Part 1

imageIf you have been following the Excel business intelligence space lately, you are familiar with all of the slick add-ins Microsoft has introduced with Power Query, Power Pivot and Power Map.  We work with a lot of Dynamics CRM clients, and I recently set out to use some CRM Online data to create some visualizations and dashboards in Excel.  I encountered a few different situations I had to deal with, so in this post I want to walk you through some of the gotchas I found when you use Dynamics CRM data with Power Query. 

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    How to use Javascript on Dynamics CRM 2011/2013/2015 form

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    In this blog I am going to give you a brief explanation about how to use JavaScript libraries at the form level as well as how to create new JavaScript libraries in Microsoft Dynamics CRM 2013 and 2015.

     

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    Beware of the Phantom Web Resources in your CRM system

    Have you ever wondered where some of those "missing components" come from when adding an entity to a solution? Check out the rest of this blog for some insight into this common predicament.

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    Sales Rep CRM Quick Tip: Index


    CRM Quick Tips for Sales RepsDoes your organization have a CRM system, but you struggle with making it a useful tool for getting your job done? You're not alone! Sales Rep CRM Quick Tips from C5 Insight are an ongoing set of 5 minute tips that a Sales Rep can use to transform any CRM solution into the most valuable tool in their personal sales toolbox.

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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.

    2
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    SharePoint Readiness Assessment

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

    3
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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.

    4
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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.