Recent Blog Posts

One of the great set of tools provided by the CRM 2011 SDK are the SDK Extensions which provide the OrganizationServiceContext for accessing data in CRM. The OrganizationServiceContext provides a way to access CRM and provides features such as change...

Over the past few years, the financial services sector has experienced extraordinary change due to shrinking margins, mounting global competition, and increasing regulatory scrutiny. Even prior to these challenges, many firms were hindered by an unmanageable and inefficient legacy infrastructure...

In today’s turbulent economy, corporate decision-makers are reexamining how they can consistently deliver a more memorable and differentiated customer experience that is more aligned with customers’ needs and ultimately generates profitable top-line growth. Striving to meet and exceed the expectations...

Customer Effective is poised and ready to empower wealth management firms with flexible, scalable, and security-enhanced CRM tools and integrated solutions to grow their business. Customer Effective: FinServ for Wealth Management is our pre-configured Microsoft Dynamics CRM 2011 offering consisting...

One of the new features introduced with Update Rollup 5 for CRM 2011 was the introduction of activity feeds to CRM. Activity Feeds give users the ability to monitor what is happening to various business entities. The out of the...

Customer Effective and AssureSign Present: Increase Efficiency. Decrease Cost. With AssureSign for Microsoft Dynamics CRM We are excited to announce a FREE webinar on February 15, 2012 at 2:00pm Eastern Time The webinar will cover topics including: How companies have...

Customer Effective is excited to announce a Winter Webinar Series for Health Plan Providers. You will see how other Health Plan Organizations are using Microsoft Dynamics CRM to better manage their business. We will show you that CRM is not...

With the Holidays behind us, many Sales teams are in the process of receiving new comp plans for the New Year. Sales management is faced with the dilemma of devising compensation structures that not only reward top performers, but also...

Back to Part 1... Microsoft Dynamics CRM 2011 Standalone on VirtualBox Part 1 2: Add the ASP.NET role service: Install CRM 2011 Great! We are ready to finish and fulfill our goal. From the host machine unmount the SQL Server...

One of the best approaches to learn CRM is to have a sandbox. A lot of recommendations out there suggest having your IT administrator provide you with a CRM sandbox to play in. That is fine and is surely a...

Customer Effective customer, Sabert Corporation, is using the Scribe Data Integration Platform to connect its SAP ERP system and Microsoft CRM. Sabert is a leader in the food packing industry and has been increasing sales productivity dramatically over the last...

As a result of the severe market volatility of 2011, the recent downgrade of the US debt rating, the massive shortfall and bankruptcy of MF Global, and the deepening of the Eurozone debt crisis, today’s Institutional investors are much more...

Microsoft Dynamics 2011 Activity Feeds provide real time notifications and quick sharing of information via quick, short updates. The solution is available on the Dynamics Marketplace here. If you are an online user, and you do not use multiple forms...

Adding a button to a Form is a great way to add additional functionality right where the user is already focused. Today we are looking at a few different approaches to adding a button. First, we’re looking at handling the...

In working with users over time, we have routinely advocated the use of Set Regarding for tracking emails or appointments (or Set Parent when it comes to contacts). Sometimes I’ll do such a good job of communicating my point that...

After spending time on several of the CRM forums, I noticed a few people having trouble with iFrames and saving data inside of the iFrame. While a forum post is a little difficult to write a full response, I wanted...

As we have mentioned in previous posts, one of the new features in CRM 2011 for Outlook is the ability to automatically create new contact records if you track an e-mail with an address that does not exist in CRM....

Visual representation of entity relationships and metadata can be very useful in a CRM project. Thankfully, Microsoft has provided pre-built Entity Relationship Diagrams (ERD) for the eleven of the most important out of the box entities in CRM2011. They are...

Recently, we came across the need for a single-click email feature on the ribbon of a custom entity. The idea was to be able to share CRM data as quickly and easily as possible. Another interesting caveat was the client...