SystemConnector – now Barbour ABI Enabled. The KMS SystemConnector has been updated to work with the Barbour ABI Evolution website. Transferring construction projects from the ABI website to Microsoft Dynamics 365 CRM couldn’t be easier. All you need to do is “redstar” the projects you are interested in. ABI calls these “Leads” – not to …
Several changes are happening to MS Dynamics CRM – a new updated version is coming along, it is being rebranded as Dynamics 365, ERP systems will become part of the product and the licensing is being split into two editions, Business and Enterprise. To add extra complexity, Microsoft are getting rid of the annual Open …
How to be a good CRM buyer The purchase of any IT system has traditionally been seen as an adversarial battle between vendor and buyer. However, we find that the best results are achieved when it is a joint effort between the two parties to identify and implement the right solution. At KMS, we work …
“Only one of my five sales people actually makes a difference!” thundered the sales director. He went on: “3 of them are ok, they take the orders without messing up. Then there is the one that is actually preventing orders from coming in through poor communications mishandling the prospect”. But then there is the one: …
The Pareto Principle, CRM and the Great Sales Person Read More »
Outlook integration is one of the key features of CRM. If you use CRM within Outlook 2010 or more recent versions, you will run into an issue regarding dragging CRM entities to your Outlook favorites folder *. This is caused by the Solutions Module service which was added in Outlook 2010, however it can be …
Adding / dragging CRM Entities to Favorites in the Outlook Client Read More »
What is Office 365? Office 365 is a suite of online services to replace that dusty server in the corner of your office. There are different plans to suit your size and needs covering Email, Document Storage, Intranet Sites, Messaging and Online Meetings. Plus many plans give each of your staff a free copy of …
This post has been UPDATED and can be found HERE (November 2019). Microsoft’s Support Lifecycle policy provides consistent and predictable guidelines for product support availability when a product releases and throughout that product’s life. By understanding the product support available, customers are better able to maximise the management of their IT investments and strategically plan …
What’s a Tooltip? A tooltip is that handy piece of extra information that is sometimes given when you hover your mouse over something on screen. So what’s the big deal? Using the tooltip makes it a lot easier to remember what the field means. It supplements the training given and helps ensure consistency of understanding …
Available on the o365 platform Microsoft Dynamics Marketing (MDM) is an end-to-end marketing tool that allows Marketers to Plan, Execute and Measure their activities. In this blog I’ll give you an overview of these areas. Across these three areas are four critical functional groups: 1. Marketing Resource Management 2. Media Buying and Planning 3. Campaign …
