Michael Cross – Microsoft Dynamics CRM Consultant

Using Microsoft Dynamics CRM to improve your relationships with customers and increase your sales and profits.

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Entries from September 2009

Most Valuable Tool for Microsoft Dynamics CRM? Scribe Insight!

September 8th, 2009 · 2 Comments

Just about every single project I do with Microsoft Dynamics CRM includes migrating data into CRM from other applications (ERP, Outlook, GoldMine, ACT!, Salesforce.com, Siebel, etc.), and many involve integrating other systems with CRM.
While Microsoft CRM includes two free tools for data migration (Import Data Wizard and Data Migration Manager), I have found that most [...]

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Tags: Data Migration/Importing · Systems Integration

Avoid Problems and Use Change Management Processes and Procedures

September 2nd, 2009 · No Comments

Microsoft Dynamics CRM is so easy to customize/tailor to your needs that it’s tempting to just go in and make the changes and get them done with and make the users happy with your fast response.
Not so fast!
Sometimes even the simplest changes, such as adding another picklist value, can wreak havoc on a stable system, [...]

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Tags: Uncategorized