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Content Marketing Using Microsoft Dynamics CRM

Screenshot of Microsoft CRM Marketing Content Management

Content Marketing is so much more than just writing blogs. Marketing leaders must consider customer journey, personas, social, curated content, premium content, SEO, and editorial calendars (to name a few). Did you know that Microsoft Dynamics CRM has a built-in tool for content creation and management? Read on for information, suggestions, and capabilities.

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Customer Care and Dynamics CRM: Updates in CRM 4.0, 2011, 2013, 2015 and 2016


clip_image001One of the top drivers of CRM success is integrating it across Sales, Marketing and Customer Care teams. Prior to CRM 2013, few companies chose Microsoft CRM as their customer care solution. Since Microsoft Dynamics CRM 4.0, however, Microsoft has steadily added new functionality to boost the customer service portions of the application. And now, with the rollout of CRM 2016, it is time for organizations to reconsider using the same platform for Customer Care that they also use for Sales and Marketing.

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“You Do Not Have Permission to Access These Records” - CRM for Outlook Fix

CPR for CRM

Many marketers rely on CRM for Outlook to track their interaction with leads and prospects in CRM. If you've been getting this permission error, read on for the simple security permission fix so you can get back to tracking leads and keeping tabs on prospects!

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Has Your Governance Gone Too Far?

No, that doesn't say Government gone too far (though that would certainly make for a very debated article). In our daily work, we see a lot of governance plans, and oftentimes an organization will come to us to help them “untangle” their governance plan, or with a challenge such as user adoption, that ultimately leads back to a governance issue. What I want to discuss in the article is something I have been seeing for the past few years, and talk about often. Governance that goes too far.

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The Digital Marketing Evolution

Even the top performers in today's business world have some looming questions about Marketing Automation Platforms. How can you best approach technology as a marketer to stay focused on lead and revenue generation without getting bogged down? Read on for a primer in digital marketing. 

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How to Listen Using Microsoft Social Engagement

Microsoft Social Center

Have you given Microsoft Social Engagement a chance yet? This quickly-improving tool has some efficient, easy-to-use tools that could save you time and energy in monitoring your social media presence. In this post, we’ll take a look at how the concept of Listening can be applied to Microsoft Social Engagement.

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Quick Tip: CRM Theme Color Codes

Want to change the colors in Microsoft Dynamics CRM, but frustrated trying to find just the right color?

Read on for a quick tip on how to update the colors of Your Dynamics CRM layout!

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10 Tips For a More Successful Digital Workplace

Eat an elephant. Put down the hammer. Be lazy for a day. Yes, we're seriously writing about these topics, and how they can help your organization achieve a successful digital transformation. Read on for 10 impactful tips that you can start using today.

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6 Fixes for Lead Qualification in Microsoft Dynamics CRM

Qualify Lead Microsoft CRM 2016 A lot of sales teams are frustrated with how lead conversion works in Microsoft Dynamics CRM.  Starting with CRM 2013, whenever a user clicks the “Qualify” button, an Opportunity is always created.  We were hoping to see a fix in CRM 2016 but, sadly, the process still works the same.

How can an organization reconfigure Microsoft Dynamics CRM to allow sales to qualify a lead without creating an opportunity?  This article offers 6 options.

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Why Digital Transformation Is The Next Great Struggle

The Digital Transformation is coming - is your organization ready? According to recent studies, there are 5 key areas to prioritize for a successful digital workplace. But - spoiler alert - digital is not all about technology. Read on to learn about how better understanding people - and failure - will truly lead to digital success.

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What’s Missing in Microsoft Social Engagement?

 

Microsoft Social Engagement

Despite the many great features and functionalities of Social Engagement, there are still several areas where this up-and-coming tool falls short.  So, instead of talking about the great things Social Engagement has to offer, like we typically discuss, today we are going to spend time on the less popular topic of what Microsoft Social Engagement doesn’t have. 

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What's New in CRM 2016?

There are some exciting changes available for new CRM users in Microsoft Dynamics CRM 2016 - and these will be rolling out to existing customers in the coming months. Here are a few web pages, blogs, webinars and other resources to give you some insight into what you can expect.

CRM 2016 Interactive Service Hub

 

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Nintex in 2016: What’s New and the Road Ahead

Nintex Workflow for Everyone
Why are we talking about Nintex?   If you’ve taken a look at their site lately, they have a lot going on! 

In today's post, I'll review some of the latest changes and new functionality coming from Nintex and look forward to great things from them in 2016. 

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Use PowerShell to Call a Web Service - Don’t Reinvent the Wheel!

Use PowerShell to Call a Web Service - Don’t Reinvent the Wheel!

One habit that prevails through any vertical is to be efficient at what you do – work smarter not harder right?  In the land of PowerShell (or any development for that matter) that is a vital lesson to learn!  Something comes up and you need to turn to code or PowerShell to accomplish said task and you need to take care of it quickly.  In today's post, I'll show how to use PowerShell to call an existing web service to do all the hard work for us and save us tons of time writing a new script from scratch.  

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What’s New in Microsoft Social Engagement and Why It Matters to Marketing (2016 Update 1.1)

Social Media Marketing strategy
Right before Christmas, Microsoft rolled out yet another update to Social Engagement to further justify its usefulness for B2B and B2C marketers alike. Read on for the 4 new features that this update has given and how it can help your social media marketing strategy!


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The Problem with CRM Projects? Leaders Must Lead!

Dynamics CRM Failure In a recent presentation from a Global Sales Manager of a manufacturing company, he stated that, "I learned that CRM is really about people, and CRM is really about leadership." In this article, we summarize the lessons learned by this leader, and how other Sales Managers can learn from his experience. How do your organization's leaders stand with a CRM solution? 

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SharePoint Hosted Add-Ins : Beginners' Steps

clip_image002So what's different about this discussion of SharePoint Add-Ins? I've learned that many other articles are written with the highly experienced in mind. This blog is for beginners, wondering how and where to even start. Ready to dive in?

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How to Migrate a SharePoint 2010 InfoPath List Form to SharePoint 2013 or SharePoint Online

Migrate InfoPath list form error
I’ve been working with a client recently to migrate their SharePoint 2010 farms to SharePoint 2013.  A lot of the data was being organized so it was quite a granular move utilizing one of the common 3rd-party migration tools Metalogix Content Matrix.  Of course some of the SharePoint lists had been customized with InfoPath.  While this is fine, I went to move the list with the migration tool, and all went fine until it tried to move the customized list form template - template.XSN.  It refused. This post details exactly what I did next to work around this!   

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What’s New in Microsoft Social Engagement and Why It Matters to Marketing (2016 Update 1)

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Whether your company is B2B or B2C, social media is gaining an increasing amount of relevance in today’s marketing world.  And this is where Microsoft Social Engagement comes in. Read on to learn about the best new features and functionalities Microsoft just rolled out in the November update to Social Engagement and how they could benefit your company

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CRM Administrator- All for One or One for All?


imageA CRM administrator is a job role which is dynamic in itself, requiring many proverbial hats. So let us have a look at the variety of duties and responsibilities a CRM administrator has to perform.

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Wave Goodbye to Power BI in Office 365, We Won’t Miss You

imageAs it happens with Microsoft products, there are two competing versions of the same thing and eventually one gets phased out. Now it’s Power BI for Office 365’s turn. It had a good run, but Microsoft is finally killing off the initial iteration of Power BI to let its new service move in and run the show. Continue reading as I walk you through What is Power BI, how we got to this point, and what can you do moving forward in your Business Intelligence efforts.

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A Little LUCK May Be The Secret Ingredient For Collaboration Success

imageYears ago we discovered something very special – some might even say a “secret ingredient” – to creating and building lasting and productive relationships. It's a new and unique approach to ultimately creating purpose, happiness, and engagement, and when applied within an organization, new ideas and innovation (which ultimately affects revenue and profit as well). We realized that this “ingredient” was actually composed of four very distinct components, that had to be applied in a specific way in order to create the final product of LUCK. Read on to learn how to bring LUCK to your business.

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Characteristics of a Failing CRM Project

CRM leadership failure

According to our CPR for CRM study, which is also confirmed by Merkle Group Inc.’s 2013 study, CRM projects have up to a 60% failure rate. In other words, when you launch a CRM project, the chances are that it will end in failure! After a recent webcast discussion of CRM failure, we were asked to engage with a company who had started off strong, but after a few years, they were struggling. The issues they were experiencing were typical of many other companies that we work with.  See if these symptoms sound familiar to you...

 

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Need a Checklist for Every Time You Import Data into Dynamics CRM? We Did Too.

Dynamics CRM Import Checklist

We don’t think we should be the only ones making speedy, efficient imports into Dynamics CRM. Because there’s more than a few necessary steps, we developed this checklist as a way to ensure that data is imported correctly and follows best practices.  Now, we’d like to share it with you. 

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Building a Challenger Sale Commercial Teaching Presentation – an eWorkbook

A Workbook for Developing Challenger Sale Presentations
After reading The Challenger Sale some of my concepts about sales were … challenged.

But after reading, discussing, researching and trying, I am now a believer.  In the process, we developed a template that we use to develop our own Challenger Sale presentations - you can download it using the link at the end of this article.

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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.