Dynamics Blog

Welcome to the Dynamics Blog hosted by the professionals at Armanino. This blog is about anything that may be helpful to others regarding Microsoft Dynamics' software. The topics can be anything from Microsoft Dynamics GP, AX, CRM, SharePoint, MAS 90/200, .NET development, accounting, compliance and more.

Tuesday, January 12, 2016

How to Build a Bulletproof Case for CRM

Over the past few years, I’ve met countless sales executives that are being held to higher and higher revenue goals, while remaining tied to antiquated systems and processes. They understand the impact a new CRM solution could have on their sales teams, but aren’t sure how to justify such a significant investment to their leadership. …

Tuesday, July 28, 2015

ROI of CRM – A Tactical Guide

Armanino recently published, The ROI of CRM: A Tactical Guide to Project Justification and Building Value, which features  insights from a Nucleus Research report on the ROI of companies using a customer relationship management system (CRM) versus those without one. The report noted, for every dollar spent, a CRM pays back $8.71. The white paper …

Wednesday, June 17, 2015

Dynamics CRM Forecast Management to Improve Sales and Operations Planning

If your company struggles with accurate forecasting, and aligning goods and services with demand, you’re not alone. Having worked with a number of manufacturing companies, this is an issue that tends to come up pretty regularly. And truthfully, beyond the most basic pipeline management reports, out-of-the-box CRM systems are not built to include Forecast Management …

Wednesday, April 15, 2015

Dynamics CRM 2015 Update 0.1 is now available!

On Monday of this week, Microsoft released the Dynamics CRM 2015 Update 0.1. On-Premises customers can download Update 0.1 from this page. A complete list of the 100+ fixes can be found near the bottom of that page as well. A significant portion of these fixes are related to mobile devices, including a dozen fixes …

Sunday, December 16, 2012

7 Tips to Boost Microsoft CRM User Adoption

Whether you’re planning to, or have deployed a CRM system, it’s never too late to start thinking about user adoption. Implementing a new software system might be a great move for your company, but the software only succeeds if people actually use it. The truth is, most people don’t like learning new software unless there …

Monday, October 8, 2012

Easily Create Landing Pages for Content Requests with CoreMotives

I just revamped my content download request routines to include a focused landing page and “Thank you” page. This was relatively easy to do and didn’t require any coding because I used standard CoreMotives functionality to create and manage the routines. I used to just have simple (boring) forms set up so if someone wanted …

Tuesday, October 2, 2012

Adding Microsoft CRM Entities to your Favorites folder in Outlook 2010

Some of you might remember the good old days of dragging and dropping CRM Entities into your Favorites folder in Outlook 2003/Outlook 2007.  We’ll don’t despair, the option is still available, only now it just takes a few more clicks. Here is a guide on how to add Microsoft CRM Entities to your Favorites folder …

Long Term Nurture Campaign

I just finished creating a long term nurture campaign for my ERP prospects. These are prospects that entered a sales process but were not converted to a customer. I’ve got a couple of sources for these prospects that fit in nicely to this nurture campaign. I used the workflow features in CRM 2011 along with …

Tuesday, September 18, 2012

Tutorial: Using the Microsoft CRM Online Internet Lead Capture Feature

If you’re not taking advantage of Microsoft CRM Online’s Internet Lead Capture feature then you’re missing out on a valuable tool that’s completely free. You don’t have to be a marketing genius or know any code – just follow this step-by-step guide to using the Internet Lead Capture Feature in Microsoft CRM. Plus for those …

Monday, September 17, 2012

Six Free Open Source Tools to Empower Microsoft CRM Administrators

The CRM community continually creates tools to make all of our lives easier.  I am constantly amazed at what our technically adept friends create, all in the name of making it easier to do our jobs. If you are not familiar with CodePlex.com – check it out! The following is a list of my top …

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