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CRM

Knowing as Much as the Customer

Has it ever seemed like your customers know more about your company then your company knows about them? Today’s customer is more well-educated than ever before. It is up to your company to proactively stay informed about your customers if you want to continue to build the relationships necessary for your business to thrive. The tools your company uses to achieve that goal could be the key to success. 

Executive Buy-in to the Customer Experience

For any major investment to become successful, it takes total buy-in from all parties. It is not enough anymore to see each customer as a one-way transaction. The customer-business relationship is about the full 360-degree commitment. 

Customer Experience Management

“If you don’t know who the customer is, if you don’t have the foundation of data and knowledge, you don’t have anything.” – Michael Fauscette

Subtleties of the Microsoft Dynamics CRM 2016 Upgrade

Here are 2 observations from our Microsoft Dynamics CRM 2016 upgrade experience (from Online 2015 to Online 2016) that might be helpful to you:

Duplicate detection rules got published – In our initial CRM installation, we had unpublished all existing duplicate detection rules, being not yet ready to employ them.  The upgrade process published the duplicate detection rules, so we needed a post-deployment step to unpublish them again.

The Case for Customer Service Technology Investment

The Case for Customer Service Technology Investment

As companies are solidifying their goals and budgets for 2016, a major topic of discussion will be investing in customer service. Customer service is no longer just a call center, but now encompasses the full post-purchase customer experience and support. In order to keep up with industry developments and continue to stand out from competitors, companies need to expand their offerings in customer service technology. Gartner estimates that, by 2017, over 50 percent of technical development investments will be in customer service innovations.

Custom Entity Icons in Dynamics CRM

Recently, I had been making some seemingly simple adjustments to a CRM environment and ended up uncovering a lot of useful (but not very well-documented) information on icon usage in MSCRM - here is how it all played out.

Users are mentioning that the icons for custom entities in CRM for Outlook all look the same, and don't reflect what they see in the Web UI. Here is what they see:

Unknown Project Type GUID

I received an error opening a CRM project in visual studio: “Unknown project type GUID 4C25E9B5-9FA6-436c-8E19-B395D2A65FAF.” That GUID is related to a MS CRM developer toolkit. It’s not supported on MS CRM 2013, MS CRM 2015 or MS CRM 2016, so what do you do?

Dynamics CRM - Managing Async Process Memory Usage

Recently, in Dynamics CRM, we were coming across some issues with the processing of async services (specifically plugins). The environment was pretty robust, but we had a lot of processes going on, and we would frequently see the async services max out what memory we had available on the server, which required a restart of the services (not ideal).

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