If you’re anything like me, you process a ton of information throughout the day. I used to find that a lot of that stuff went in one ear and out the other. I was (and am still) pretty good at remembering the important stuff, and frankly some of the not-so-important stuff too, but there’s just way too much […]
…and I use it all the time for that exact reason. I’ve been involved with many projects both in my personal and professional life where I have a responsibility to make things work. Whether I’m building a system to collect forecasting data for business planning or making a podcast with my friends, there are a collection of different tools and […]
It is with great excitement that I set another post to go live on Connecting The Data after nearly two years of posting to my company’s blog. I’ve missed some of the freedom that comes with posting here (variable post length, topic variety, sharing more opinion, format variety to include video & audio, etc.) . I’m very proud […]
Thanks for stopping by. As of January 2015, Matthew’s CRM-related blogging efforts have been refocused into the Hitachi Solutions blog. Excel-related blogging has been moved to his personal blog. The content on Connecting the Data will remain available in an archive state.
Microsoft has released CRM 2015! In related news I thought I was losing my mind while I was setting up a test organization. I couldn’t find the User administration section. It’s been under Settings->Administration for quite a few releases now, but with 2015 it’s no longer there. Instead, take a look at the Settings->Security section where you will […]
During my time in sales operations, a constant frustration is that quoting can be a real hassle inside of any CRM system. There are some great tools that help with making certain aspects like configuration much easier, but at the end of the day this is an area that can always be improved (both as the person doing the […]
This is fantastic news for Dynamics CRM Online customers. With the increased cadence of feature releases from Microsoft, admins have been clammering for finer control over the update process. This brings clarity and centralization to the process.
Anyone who has talked to me about the last two releases of Dynamics CRM knows that I am a huge believer in the Sales Process functionality that Microsoft has developed. I think back to my Sales Operations days and can only shake my head at how much screwing around could have been avoided if this toolset was […]
Hot off the presses, Microsoft has announced Dynamics CRM 2015 and posted some pre-release information out to their CRM customer center website. This includes updates to both Dynamics CRM as well as Dynamics Marketing. Here are some particulars of note: A specific release date has not been described, however they have specified “before the end of […]
Microsoft has released the Dynamics CRM Spring 14 update (AKA Dynamics CRM 2013 Service Pack 1) and my team has been playing stump-the-chump with each other on all of the new features. PS, there’s a lot of them. In a previous blog I covered the Microsoft increased focus on the CMO. Dynamics Marketing and Social Listening both […]