When a client facing review of the CRM solution is scheduled, there are a number of best practices which greatly improve the chances of giving the customer that “WOW” moment. There are a number of practices that I have employed which resulted in great success in achieving client satisfaction during implementations. Continue reading “Planning and Executing an Effective CRM Solution Review”
I had the opportunity to attend the eXtreme CRM conference this week in Las Vegas, NV. This is the second of a series of blog posts, I will recap my activities and observations from Day 2 of the conference, focusing on the keynote presentation focusing on the Microsoft Dynamics CRM Roadmap. You can also take a look at my quasi-live tweeting of my conference experience at http://twitter.com/crmhobbit. Continue reading “eXtremeCRM Recap – Day 2 or What’s in the CRM Roadmap?”
Microsoft Dynamics CRM 2011 has a very robust workflow capability, known as Processes within the system. There is a wealth of capability waiting to be harnessed, like that of an unbroken Thoroughbred. Horses and their owners have Monty Roberts, known as the “Horse Whisperer”. Well, believe it or not, Dynamics CRM has had our own “Process Whisperer” this whole time within the CRM MVP ranks…Richard Knudson. Now you can get his vast knowledge of processes in a great reference title. I have mentioned Richard Knudson in past blog posts, namely “Using Dialogs to Create an Application for Services“, his knowledge on Processes and Dialogs within CRM 2011 is second to none. His multi-part series on Dialogs on the Dynamics CRM Trick Bag is fantastic. However, “Building Business with CRM” is one of those books that every CRM consultant or business user should not be without.
Buy Richard’s book at http://www.crmbizbook.com for your own reference, to help your practice or for your customer who is about to take over the day-to-day ownership and maintenance of their internal business processes enabled through Dynamics CRM.
Visit Richard’s blog at http://www.dynamicscrmtrickbag.com for a ton of great Dynamics CRM information, including this blog post on his “Top X Fave Business Process Tips & Tricks”. Included on this post are the following video recordings:
Part 1: Introduction; Bulk Edits v. Update Workflows; Limitations of BPs; working with closed records and read-only fields; different versions of long-running processes
Part 2: Advanced Find, dashboards, Sales Pipeline report and the Sales Pipeline funnel chart
Part 3: Working with Hyperlinks and Record URLs
Part 4: Business Process Security: who can run on-demand processes, who can create them, who triggers automatic workflows
Part 5: Dialog Process Tips
Special Thanks to Richard for helping me out personally in expanding my knowledge on Dialogs and Processes within CRM 2011!