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How to Use Microsoft Voice of the Customer to Gain Important Insights

Introducing Voice of the Customer Unless you truly understand  your customer’s experience, you can keep losing...

Liudmyla Tretter

The Top 5 Reasons to Move to Microsoft Dynamics 365

Earlier this month I published an article about how Microsoft’s Dynamics 365, which Microsoft rolled out in late...

Chris Capistran

How To Bulk Edit User Settings and User Roles Using XrmToolBox

Scenario: You are at the end of a project that is just about to go live, and one of the last items on your list is...

Frederik Zilmer

Associations Should Track Member Engagement from All Levels

Early last year I wrote an article about how it was time for associations to do away with what I called “vanity...

Chris Capistran

Dynamics 365: Finally a Right-Sized CRM/ERP System for SMBs

For years now, many small-to-medium-sized businesses (SMBs) have had to make a difficult decision, and that is whether...

Chris Capistran

Everything You Wanted to Know About Microsoft CRM Compatibility, but Were Afraid to Ask

In my opinion, Microsoft CRM’s greatest feature is that is solely designed to operate in a browser. This allows for a...

David Rothschild

Why We Used an Iron Chef Competition as a Team Building Exercise

For the past several years, Cobalt, the software company I founded and run as CEO, has put on quarterly staff events...

Russell Inman

Microsoft’s LinkedIn Acquisition Makes Dynamics 365 Even Better for Associations

Earlier this year, Microsoft acquired LinkedIn for $26.2 billion, and while some may assume it was simply because...

Michael Ochs

Cloud-Based Association Management Software: Pros & Cons

Considering cloud-based association management software options? It’s hard to find an industry these days that...

Chris Capistran

What Server Logs Are Useful for Troubleshooting Dynamics CRM

When troubleshooting a Dynamics CRM installation, there are a number of different logs that can be useful to users....

William Murphy

Why You Should Provide a Knowledge Base for Your Customers

If you sell any kind of product or service, no matter how simple, your customers will encounter problems that need to...

Brian Webb

4 Signs It’s Time for a New AMS

It’s not always easy to tell when you should adopt a new piece of technology or upgrade to a more recent version of...

Chris Capistran
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