Drivers of User Adoption: EPR system Implementation
In a previous life, I was a late addition to the project team of a $40,000,000 ERP implementation. It was […]
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Understanding Business Processes: Critical to CRM Implementation Success
Importance of CRM – I learned very early in my career that for an implementation of a business system to
Document Management with Dynamics CRM
As with other capabilities of Dynamics CRM, maximizing the benefits of document management requires the understanding the pros and cons of each of these options. To better understand how documents are stored using the “out-of-the-box” document management features in Dynamics CRM 2016, it helps if you understand how data is stored in CRM. Dynamics CRM stores data in a structured, relational format. This structure is optimized for traditional create, update and delete operations as well as querying that data. This structure works really well for applications like Dynamics CRM, but it does not work very well for storing a lot of large documents. Documents in CRM are stored as attachments to Note records. This is important to understand. While document management is something every implementation of Dynamics CRM should consider, this understanding of how documents are stored is critical to deciding what option will work for your company.
Solving CRM Data Quality Issues With Dynamic CRM
We hear this concern way more than we would like to hear it from new clients. When we start peeling back the layers of the data quality issues, we frequently see the same issues at the root of their problems. People are usually very excited to jump right in and start using Dynamics CRM. While this enthusiasm is terrific, without the proper controls in place, data issues begin to surface very quickly. There is good news for those suffering from data quality issues. While there is no magic wand that can make your problems disappear, there are steps you can take to begin addressing those issues.
Alligators…What are they and how do you avoid them in your CRM?
Alligator is an euthemism for a business problem. We use this term to describe anything that can negatively impact your CRM implementation. Any problem that can sneak up on your CRM implementation and drag it under to failure.