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The future – Brought to you by Neudesic

The future is here, but that doesn't mean it's in your enterprise – at least not yet. That's about to change thanks to Neudesic's new technology vision for 2017.

Access Team in CRM 2015/2016

Understanding the “Team” concept There are two types of teams available in Dynamics CRM 2015/2016: Owner and Access. Both enable you to easily share business objects and collaborate with other users across business units. Which one you choose to use depends on your business need. Each team belongs to one business unit, but teams can [...]

CRM 2015: Calculated Fields

Microsoft Dynamics CRM 2015 launched in December 2014. With it came a bunch of new features related to improving customization. Two new fields were introduced to help some common CRM calculations. Rollup Fields and Calculated Fields can be used independently or complementary to each other. In this article, we will deep dive on Calculated Fields, [...]

Adventures in CRM Data Import

I recently encountered a problem using the CRM data import feature for a client. The first time I imported data, I imported 65,000 product records from one import file without a problem. Then, the client added a field and refined the scope of records, so we deleted the 65,000 records and tried to import the 33,000 [...]

Why don’t they know who I am? How to capture and leverage guest insight in real time

I travel a lot for business (more than I care to admit). And I’m always amazed when I hand my ID and credit card to a check-in agent at one of the large, well-known hotels I frequent, and I hear, “Hello Mr. Garibay, is this your first stay with us?” I want to ask, “Don’t [...]

I Can Do That With CRM? – exploring the MS CRM platform

In my daily conversations around Microsoft Dynamics CRM, I meet so many people who think that MS CRM is just an elaborate contact management system. True? Maybe. At least partially. But nowadays any decent CRM platform offers a variety of ways to extend the base functionality to match a customer’s business process needs. There are [...]

Microsoft Dynamics CRM 2013 Marketing Automation: A Q&A with the authors

More than 40,000 organizations use Microsoft Dynamics CRM, a flexible and scalable CRM solution that helps employees achieve their sales, marketing, and customer support goals. Whether your organization is currently evaluating solutions, or you have been using the tool for years, staying informed of best practices and capabilities is crucial. To share their knowledge, two [...]

Routing Rules: How to automate case routing in Dynamics CRM 2013 SP1

In a previous post, we explored a new feature in CRM 2013 SP1 on how to configure Automatic Case Creation using email and social channels. In this article, we will learn how to set up routing rules in CRM 2013 SP1. In earlier versions of CRM, there was an option to set up simple routing [...]

How to Specify Customer Support with CRM Entitlements

Entitlement is a new entity released in the CRM 2013 SP1 Spring 2014 release. CRM Entitlements allow you to specify and control the amount and type of support a customer is entitled to receive. You can specify the amount of support in terms of support hours or number of cases. You also have the ability [...]

Advancing Business Process Flows via Workflow in CRM 2013

The new release of CRM 2013 has a new feature that allows you to build and deploy standardized business process flows for your organization. The intent is to provide a visualization of one or more business processes that can be leveraged by the users of your solution. This helps individuals understand what appropriate stages and [...]