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 […]
Just a couple of days ago, while many Dynamics CRM customers getting ready for Microsoft Convergence in Atlanta, Microsoft dropped a press release as well as a Bob Stutz blog post about some forthcoming functionality in the Dynamics CRM Spring release. Microsoft is making good on their more frequent release cadence for Dynamics CRM 2013. Highlights include: Increased […]
Microsoft has announced as of January 30, 2014 that is has reached an agreement to acquire Parature to help strengthen the customer service and service portal capabilities in the Dynamics product family. At the beginning of 2013, Microsoft and Parature announced an alliance to deliver solutions. While there hasn’t been a lot of chirping around that relationship, the offering must have had […]
I’ve been a long time subscriber to the MS CRM team blog and the last year and a half has been pretty quiet. With the release of CRM 2013 last month that’s all changed! They’ve published over 20 posts covering various aspects of the new release ranging from general functionality to technical deep dives. The […]