Month: December 2015

CRM Online Performance and Compatibility

Recently, we have been working with a few customers to fine tune the performance of their CRM Online systems. I would like to share the findings of our research with you. Most of the time, and very rarely otherwise, CRM online performance is defined by end user connection, equipment, software and system configuration. I will […]

Microsoft Office 365 Planner Preview

Office 365 Planner is in the process of being rolled out in preview to Office 365 First Release customers. Office 365 administrators who have opted into First Release will receive an email with instructions on how to set up the preview once it is available for their tenancy. Once administrators take the necessary actions, users […]

Accessing the Interactive Service Hub in Microsoft CRM 2016

One of the new features in Microsoft CRM 2016 is the Interactive Service Hub or Engagement Hub. By default, this feature isn’t accessible via navigation. When you first log in, you’ll get a notification banner at the top of the screen to navigate to it. We found that after you first navigate to the Interactive […]

What does CRM stand for?

CRM stands for Customer Relationship Management. What is CRM? In it’s simplest form, CRM is a system or strategy that allows businesses to manage relationships with their customers. At it’s core, CRM stores details about Leads, Organisations, Contacts and Sales Opportunities associated with them in one central location. Any correspondence is recorded against those records […]