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Category Archives: Consultancy
Dynamics CRM provides a powerful set of features to tailor a solution’s appearance for a particular client or business model, however as these features do not correspond to functionality these can be overlooked. As the focus of a project can … Continue reading
Often when working with CRM Projects we can see requirements where we require a selection of other CRM records filtered to only records that are associated with an earlier user selection. A common example would be selecting a key contact … Continue reading
One of the common problems using previous versions of Dynamics CRM was managing the various customisations throughout a project, particularly when thinking of developing reusable sets of customisations that could be deployed to multiple CRM Solutions. The only method we … Continue reading
For a long time before any software is purchased or code written a software or change management project only exists as a series of documents which lay out what the project is hoping to achieve – as such for CRM … Continue reading
Have been working with a few clients recently where the topic of managing Addresses has cropped up – particularly when a Client is working with larger Organisations and engaging across a number of Offices which can make managing the various … Continue reading