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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.
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.
“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
In the world of marketing, increased viewership could mean opening the door to more conversations. More conversations could lead to new clients, long-term relationships and new revenue. However, the debate continues: What type of content should your company be publishing to serve as seeds for those conversations?
When working with HTML web resources, there’s a “data” querystring parameter that allows you to pass extra values along to the page. This can be useful for HTML resources that you would like to present or manipulate data from the current form without needing to use the ID to query for the record, or whenever you have extra parameters that don’t fall into what CRM supports in the querystring:
With the last spring wave update, Microsoft gave us the ability to embed PowerBI visualizations into CRM dashboards. If we want to display a report on a CRM form, we don’t have a native support to do that just yet.
However there are multiple approaches that allows us to embed a PowerBI report via an iFrame. In this blog post, I’m going to elaborate on the easiest approach and discuss its pros and cons.
On the popular television show, Undercover Boss, corporate CEOs seek information from their employees without the guise of speaking to the executive. These executives want to learn how to improve their companies for the future. What if you knew how to achieve this goal without the disguise?
With ASP.NET MVC, there’s a not a standard way to provide feedback to the user, especially if you want a consistent approach for both client-side and server-side. Matt Honeycutt’s Fail-Tracker web application on GitHub provides a great approach and solution leveraging Bootstrap Alerts to standardize user feedback.
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.