If you use CRM in Outlook 2010, you may see messages like this show up in your “Unread Messages” folder: First, don’t be alarmed—this is not an error—this is a change in how Outlook 2010 handles logging. However, if you...

Yesterday I had an interesting question—What is the big deal about Activity Feeds? We’ve had the ability to have RSS feeds in CRM since version 3.0, but they weren’t widely used. What makes Activity Feeds different or better than RSS...

Lately, I came across the American Express® Global Customer Service Barometer from 2011, which reports on consumer sentiment concerning the state of customer service in America. Interesting survey findings include the following: Consumers will tell 16 people about subpar service...

Despite the widespread interest and anticipation of the high-profile Facebook IPO, investment banking revenues have recently been declining. Fees from underwriting, capital raising, trading activity, mergers and acquisitions, corporate reorganizations, and restructurings of equity and debt have all slowed down....

In 2003, Siebel CRM was the clear market leader, with 45% CRM market share. 2003 was also the year Microsoft launched Dynamics CRM. The Microsoft Corporation was a Siebel user at that time. Aside from the obvious best-practice of ‘drinking...

Customer Effective recently presented a webinar highlighting Microsoft CRM for Private Equity firms. In the webinar, we discussed how PE firms are leveraging Customer Effective: Private Equity to gain better insight into all firm relationships, improve deal flow, manage fundraising,...

Microsoft announced today that the next service upgrade (due between April and May of this year) will include a number of big enhancements. At the heart of these updates is the concept of ‘CRM Anywhere’, which means you should be...

When you’re learning JavaScript, you’ll often come across the need to do something to every field on the form. When you do, it’s important to have efficient code to make such widespread changes so the user doesn’t have to wait...

If you have ever had the privilege of developing a plugin for CRM 2011 you know that one of the most important aspects of plugin development is understanding what is available in the context that is passed to the plugin...

If you schedule phone calls in Microsoft Dynamics CRM, you will notice that they synchronize to Microsoft Outlook as tasks. This is great, as you will see them from Outlook, and they will remind you when they are due. However,...

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...