Tuesday, March 30, 2010

new features(?) in CRM 5.0

The rumors about the newest version of CRM, working title CRM 5.0, how surprising, become stronger and stronger. Some new features were more or less revealed in Microsoft's statement of direction.

Nevertheless we still would like to see it first, because seeing is believing :) Some sneak peeks and information that did come out showed already some (pre)view on new features. Of course we still have to wait and see if it will be there in RTM version too.

* Ribbon Interface
* Less annoying pop-up screens in the interface
* Even tighter integration with Outlook
* Integration with SharePoint
* User friendly analytical tool which includes new dashboards

Of course I am very curious about new features, so feel free to share in the comments!

Keep hoping on nice features :)

Monday, March 29, 2010

Data cleansing

It is one thing we usually forget or just too lazy to do. Keep our data clean! I see it all times and I have to admit I am also guilty to not keep all my data up to date.

Nevertheless in projects where data migration, loading or integration is involved data cleansing become more and more important.

What is it?
"...Data cleansing or data scrubbing is the act of detecting and correcting (or removing) corrupt or inaccurate records from a record set, table, or database. Used mainly in databases, the term refers to identifying incomplete, incorrect, inaccurate, irrelevant etc. parts of the data and then replacing, modifying or deleting this dirty data..." source: wikipedia.com

Especially when migration data from legacy systems its the right time to start cleaning in my opinion. In my experience its already too late when a new crm system go live and data cleansing would be almost automatically a lower priority.

In my next post a example how you could do cleansing with the use of our favorite crm tool: Excel and MS SQL.

Keep cleaning while u can ;)

Monday, March 1, 2010

Decisions 2010 is coming to your PC

Guess, you should already know this of course. Nevertheless on May 19th & 20th you could enjoy the Decisions 2010. An virtual convergence from your coach, favorite chair with lots of good coffee or what ever ;)

The virtual convergence is focused on Dynamics, so not only on CRM. Of course this year its nice that more attention is given to Dynamics CRM.

Oh and guess you might also could see my presentation :)

Register, more information at : Decisions 2010 organised by msdynamicsworld.com

Attending made so easy :)