Independent Broker-Dealers Ignoring Advisors Tech Needs in 2010
Mike Rogers2010-03-07T20:41:47-05:00
As the race to rake in breakaway brokers continues to heat up, independent brokers are spending less on the areas of technology that matter most to independent advisors: customer relationship management (CRM) and integration. According to new research from Aite...
Microsoft to spend $9.5 billion on research in 2010 (CRM Highlighted in Article)
Mike Rogers2010-03-07T20:36:27-05:00
Microsoft plans to spend $9.5 billion on research and development this year, which a senior executive said Thursday is more than any competitor. The figure is $3 billion more than the next closest technology company, said Kevin Turner, Microsoft's chief...
Microsoft CRM Configuration Manager
Joel Lindstrom2010-03-02T10:53:38-05:00
Daniel Halan, a CRM solutions architect in Sweden, has released a freeware configuration manager for Microsoft CRM. It has some really interesting capabilities that should be useful for managing multiple environments, such as one click export of customizations between environments,...
Give Users an Easy Way to Control Which Contacts Sync to Outlook
Jason Farmer2010-02-21T07:20:00-05:00
Let's face it, using local data groups to define which contacts sync to Outlook isn't necessarily for everyone. While some more savvy CRM users will be fine with this, others may ask for a simple way to just "check a...
Disappearing Security Roles in Microsoft CRM
Jason Farmer2010-02-17T19:55:12-05:00
This is an old gotcha that I ran across recently and was surprised to find that not everyone was aware of the functionality. A particular user was suddenly having problems logging into CRM, with a message indicating the a security...
Delayed IFRAME Loading
Will Wilson2010-02-05T09:55:37-05:00
Suppose you have a CRM form that has several IFRAMES contained in multiple tabs. Loading such a form can sometimes create a performance issue on the client browser due to the frames all loading at the same time. One such...
CRM 4.0 Pre-Filtering Gotcha with Union Queries
Jeff Macfie2010-02-03T09:36:58-05:00
The other day I had to do a report in SSRS and it required me to do a UNION query. In my queries I had a join to the FilteredAccount view so I could use the CRMAF_ prefix to all...
SQL query to retrieve you CRM 4.0 license key
Mark Weilandt2010-02-02T18:34:29-05:00
Retrieving your license key from CRM can be done with a simple SQL query against the MSCRM_Config database. select LicenseKey from ConfigSettings I have seen other posts that suggested querying the _MSCRM database with the query "select licensekey from License"...
Using Microsoft Dynamics CRM internally - "Eating the dog food"
Mike Rogers2010-02-02T16:54:44-05:00
At Customer Effective, we like to use the term “eating the dog food” almost daily to describe our attitude towards running our entire business inside the Microsoft Dynamics CRM application/ platform. We truly have an xRM implementation in place and...
Five Resolutions Every Marketer Must Make in 2010
Mike Rogers2010-02-02T09:49:32-05:00
Guest Blog Post from our Friends at ExactTarget At ExactTarget we are always looking for new ways to help our customers improve their online marketing programs. This year, we thought we’d start the year off as most people do, with...
Preventing Characters from being Entered in a Form Field
Will Wilson2010-01-07T20:58:57-05:00
With CRM, we use a couple of different methods to perform data entry validation before a record is saved to the database: either form javascript, a pre-event plug-in, or some combination of both. For data validation in “real-time” (ie, you...
