Ask the Experts

Ask the Experts

Microsoft Dynamics CRM

• What problems need solving to create smoother customer interactions?

  While many factors can make or break a sales-service platform merge, three challenges stand out when combining service, sales strategies.  Continue Reading

• Are Microsoft customers cooling on cloud concerns?

  As cloud platforms mature and become more mainstream, on-the-fence Microsoft users are taking another look at adopting them.  Continue Reading

• Social influence tool Klout draws flak, but it has clout online

  What are the best tools for determining online influence? Expert Zach Hofer-Shall weighs in on how to track your online clout and why it matters.  Continue Reading

• How to solve Microsoft CRM 4.0 performance problems

  If you’re having Microsoft CRM 4.0 performance problems, experts recommend following these specific guidelines.  Continue Reading

• Three options for creating Microsoft CRM surveys

  Microsoft Dynamics CRM 4.0 does not provide survey questionnaire functionality out of the box, but here are three options for creating Microsoft CRM surveys.  Continue Reading

• What does the chief customer officer (CCO) position really encompass?

  Learn the meaning behind the CCO position and find out what the CCO job description may or may not include in this expert tip from Don Peppers.  Continue Reading

• Tips for converting a lead to a contact in Microsoft CRM

  Learn to use Microsoft CRM to convert leads, including two ways to covert a lead to a contact and how to map CRM data from lead fields to a contact form.  Continue Reading

• How to update your 2009 customer strategy

  Get tips for updating your 2009 customer strategy and growing your business during a recession in this Q&A. Learn about the Return on Customer concept.  Continue Reading

• Six Microsoft accelerators for Dynamics CRM 4.0

  In this Q&A, learn more about the current list of Microsoft accelerators available for Microsoft Dynamics CRM 4.0 and get tips for deploying them within CRM.  Continue Reading

• Working with multiple Microsoft CRM instances and security roles

  Get tips for working with two Microsoft CRM instances on the same domain and learn about Microsoft CRM security roles in CRM 3.0 in this expert tip.  Continue Reading

• Quote generation software that integrates with Microsoft CRM

  : Learn about two quote generation software vendors that provide complex quote generation and product configuration functionality and work well with Microsoft CRM.  Continue Reading

• Microsoft eLearning courses for Dynamics CRM training

  Learn about Microsoft's eLearning options for users looking to get trained in Microsoft Dynamics CRM 4.0 in this expert tip.  Continue Reading

• Linking Microsoft Outlook contacts to Dynamics CRM

  Expert Richard Smith explains how users can link their Outlook contacts to CRM in just a few steps.  Continue Reading

• Do outsourced call center agents negatively impact customer trust?

  Don Peppers discusses whether or not outsourced call center agents negatively impact customer trust in this expert response.  Continue Reading

• The advantages of Microsoft CRM Online: Support, flexibility and cost

  In this expert tip, Richard Smith discusses the standout features in Microsoft CRM Online and explains how Microsoft is directly competing with Salesforce.com  Continue Reading