Blog Archives

Dynamics CRM 2013 Business Process Overview


Dynamics CRM 2013 Business Process Overview I recently posted details on one of my favorite new features of Dynamics CRM 2013. Read the entire article here: Dynamics CRM 2013 Business Process Overview Business Processes are new way to help guide

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Posted in CRM

Dynamics CRM 2013 Mobile Client Details (MoCA) Details


I recently came back from the TPCE and CRMUG Summit in Tampa. Lots of great information sharing and presenters. One of my favorite session provided details on a new mobile client and framework, dubbed internally as CRM 2013 Mobile MoCA

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Posted in CRM, Mobile

CRM 2013 Upgrade Considerations &Key Platform Enhancements


For my technically oriented friends and colleagues, I have posted highlights from a TCPE/CRMUG session given by none other than Matt Barbour, Microsoft Senior Program Manager. While any upgrade can be a challenge and often companies forgo doing them, THIS,

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Posted in CRM, Tips

New Era in Dynamics CRM 2013


Hi All, I recently returned from The Partner Connections Event and CRMUG events in Tampa. I posted a few updates from the sessions that I attended. I’m really excited about the new capabilities in Dynamics CRM 2013. There are truly

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Posted in CRM

The Partner Connections Event – Tampa FL


The Partner Connections Event has partnered up with Dynamic Partner Connections to bring you The Partner Connections Event (TPCE) from October 20-22nd. The event is in sunny Tampa this year at the Tampa Convention Center. The Partner Connections Event is

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Posted in CRM, Customer Service, Marketing, Partnering, Sales

Preparing For Sunshine Act Rules


How Should Life Science Companies Prepare For Sunshine Act Rules? How much is the Physician Payment Sunshine Act going to add to the cost of meeting reporting requirements? Probably a lot more than most medical device technology companies realize, according

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Posted in Compliance, CRM, Life Sciences, Regulatory

Dynamics CRM 2011 Update Rollup 15 Available Soon


Microsoft Dynamics CRM 2011 Update Rollup 15 will be available soon Good news for Dynamics CRM 2011 users, Update Rollup 15 (UR15) will be released soon. This Update Rollup includes many CRM for Outlook Client improvements that are a result

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Posted in CRM, Customer Service, Marketing, Sales

Microsoft Dynamics CRM 2013 Release Preview Guide Available


Microsoft Dynamics CRM 2013 is right around the corner! Bob Stutz posted a blog highlighting the release of the Microsoft Dynamics CRM 2013 Release Preview Guide!  I recommend you check out his blog post here and then download the Release

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Posted in CRM, Customer Service, Marketing, Mobile, Sales

Dynamics CRM No Code Multi-Select Picklist


How to Create a Dynamics CRM No Code Multi-Select Picklist What is a multi-select picklist you may ask? Here is an example. Let’s say that you need to track multiple specialties for the physicians in your CRM database. E.g. Cardiovascular

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Posted in CRM, Tips, Tricks

Dynamics CRM 2013 Blitz Day Technical Track Notes


CRM 2013 Blitz Day Technical Track Notes Microsoft held the Dynamics CRM 2013 Training Blitz Day for partners on July 31. The sessions were split into two tracks, sales & marketing track and technical track. The notes below are for

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Posted in CRM, Life Sciences, Regulatory, Uncategorized

Microsoft Dynamics CRM in Gartner Magic Quadrant, Again


The latest Gartner Magic Quadrant for sales force automation (SFA) has been published and Microsoft is once again in the Leaders Quadrant. Another year, another Magic Quadrant. One twist from previous quadrants, this year Gartner has separated Microsoft Dynamics CRM

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Posted in CRM

How Medical Device Technology Boosts Productivity And Lowers Costs


How Can Medical Device Technology Boost Productivity And Lower Costs? Despite a lot of less-than-stellar news for the medical device industry with layoffs and the medical device tax, the good news is the industry is still projected to experience very

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Posted in CRM, Life Sciences, Medical Devices

Data Quality Key To Today’s Medical Device Industry Trends


Quality Data Key To Today’s Medical Device Industry Trends. Medtronic always has been at the forefront of medical device industry trends. In a recent interview on MassDevice.com, Medtronic CEO Omar Ishrak explains the need that a lot of life sciences companies

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Posted in CRM

Do Medical Device Technology Firms Need Supply Chain Transparency?


Medical Device Technology Firms Need Supply Chain Transparency. In any company or industry, managing the supply chain and its product-related information is important to business success. For life sciences organizations, supply chain and risk management are especially crucial due to

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Posted in CRM

What Does Robotic Surgery Tell Us About Medical Device Innovation?


What Does Robotic Surgery Tell Us About Medical Device Innovation? Life sciences companies face increased pressures, both to demonstrate improved patient outcomes and to prove that their product or drug will reduce costs. A perfect example of how medical device innovation can

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Posted in CRM, Medical Devices

Microsoft MarketingPilot Update from WPC 2013


MarketingPilot: what it means for the new marketer and your business Another quick from the Microsoft Worldwide Partner Conference – WPC 2013 sessions. This is an overview and a few screenshots of a MarketingPilot session presented by: Jamie Fiorda, Director,

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Posted in CRM, Marketing

Dynamics CRM Keynote Highlights WPC 2013


Microsoft Dynamics CRM momentum, vision, and product roadmap Microsoft Worldwide Partner Conference 2013 (WPC) – Houston I was not able to attend WPC this year, however, I have been keeping a close eye on the action. In the spirit of

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Posted in CRM

Microsoft Dynamics CRM 2013 “Official”


Microsoft has announced the next version of Microsoft Dynamics CRM will be available in the “fall of 2013”. It is unfortunate that we did NOT hear an official release date, so, that gives Microsoft some wiggle room on what the

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Posted in CRM, Customer Service, Marketing, Mobile, Sales, Social

Microsoft Dynamics CRM reaches 3M Users!


Microsoft Dynamics Momentum Microsoft announced at Convergence 2013 the latest Microsoft Dynamics CRM adoption numbers, with more than 3 million users and more than 39,000 customers. Microsoft Dynamics® CRM 39,000 companies with 3 million users Microsoft Dynamics AX continues on a

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Posted in CRM

Improving Business Performance With Mobility


Mobile is white hot! In 2012 there were over 1.6 BILLION mobile phones shipped which about half were smartphones. Forrester predicts by the end of 2013 there will be 1.4 BILLION smartphones in use. Tablets are clocking in at about

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Posted in CRM, Life Sciences