The Importance of Strong Passwords

, , , , ,
Do you remember what your first password was? It was probably something very simple like your petsname1 or awesome321. Password criteria has since changed over the years as we use technology more and more through our daily activities.   Bank…

Importance of Mobile to Small Businesses

, , , , ,
How is your business leveraging technology and innovation? Mobile technology continues to be an important role in the future of businesses. Without adapting to the constant changes in technology, your business could be missing out on opportunities. …

Dynamics CRM- Email Account Owner on new Case

,
The workflows within Dynamics CRM are a powerful tool to allow for non-programmatic activities to accomplish.  The first approach is to plan out what the expectations are for the customer and then to have a detailed flow of the process.  As…

GP/CRM Connector - Invoices Only with Write-In Products

, ,
In the middle of an implementation of CRM 2015, a client of ours expressed that they needed the invoices to come over into CRM from GP without Products.  We reviewed the connector and tried multiple attempts, but the invoices would fail if…

Merging Duplicate Records in Microsoft Dynamics CRM

, ,
Merging is available in CRM on accounts, contacts and leads. It allows users (with the right permissions) to select two records and merge the information contained in both records into one winning record. The losing record will be deactivated.…