Optimising CRM Performance
Optimizing the overall performance of CRM is an important factor in providing your users the best CRM experience. Many times CRM users will complain that "CRM is Slow" or attribute CRM or Outlook performance issues to the CRM Application, when in reality the CRM application is actually functioning just fine. Since Microsoft Dynamics CRM is basically a Web based application, there are other factors that must be taken into consideration when trying to determine the root cause of the CRM Slowness. Local workstation specifications, Installed Applications, Internet Security and Network Infrastructure can all play a part in the overall performance of the CRM application. Here are some items to check, that will assist in making sure that your users are achieving Maximum Performance from CRM.
Microsoft CRM and MYOB Integration
You know it, the accounts team have just added a new client to the accounts system, it is one that you already have in the CRM system, and yes, they both have different addresses, which one is right? The same thing happens in reverse too! Wouldn’t it be so much simpler if you could input the details in one system and have them populate the other one!
Backing up your CRM Customisations!
Oh the irony of it. As IT professionals we always harp on about backing up, continuity planing and disaster recovery, but how many of us practice it and how many of our customers don’t!
Following up with detail
CRM has this great feature that allows you to click on a button and create a follow up action. You can create a task, appointment, phone call just by clicking on this button.
MR CRM launches new fixed price support packages
Mr CRM is pleased to annouce the launch of our new standardised support packages (see http://www.mrcrm.com.au/help.html). if you need just occational help to solve an issue, or if your company would Mr CRM to act as your dedicated CRM help and support department, our Help and Support packages are designed to help you and with our simple cost structure, you will never get an unexpected invoice.
CRM Build Numbers
This helpful little table gives you the CRM build numbers up to and including CRM v4.0 rollup #2. thanks to Arron Elder.
CRM Rollup 3 for CRM v4.0
If you haven't already found it, here is the link to rollup 3 for MS CRM v4.0
