CRM
innovation

The key takeaways: Global surveys of business leaders show that investing in technology is a key strategy for competitive organizations. When an organization falls behind in the innovation game, catching up with the competition can be nearly impossible. The full

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Girl with headset Navantis Case Study Financial Services Commission of Ontario logo

In one of the largest and most complex CRM challenges we have undertaken to date, Navantis helped this public sector organization consolidate three agencies, streamline hundreds of workflows, enable governance for strict compliance requirements, process over 3,000 license applications and

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Microsoft Dynamics CRM 2015 Sale Collaboration Panel

The Sales Collaboration Panel is the next feature of Dynamics CRM 2015 I’ll discuss in my series. Imagine a world where your marketing team was able to tailor every engagement with a lead or client by gaining input from the

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February 6, 2015

How to Create Product Families in Dynamics CRM 2015

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How to create product families

Microsoft has introduced a new product structure with its release of Dynamics CRM 2015. The introduction of Product families is the first feature I will discuss in my Dynamics CRM 2015 series. This feature promises to improve selling effectiveness and

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in-the-money

Still contemplating the upgrade to Dynamics CRM 2015? There has been a slew of new features and updates released with this latest version of Microsoft Dynamics CRM 2015. The growing buzz around the new capabilities have diluted the true business

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Power Lines

Is Conservation Demand Management (CDM) worth the effort? Is it possible you are missing an opportunity to save, and conserve – and letting your customers do the same?  Do you maximize best-in-class communications planning to optimize the benefits of building

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Microsoft Most Valuable Professional

We are thrilled to announce that Nicolae Tarla has been awarded the Microsoft Most Valuable Professional (MVP) status for Dynamics CRM! The award recognizes Nicolae’s exceptional knowledge of Dynamics and his contributions to the technical community. Among a community of

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Navantis CDN Channel Elite Award Winner

Navantis, a North American systems integrator is pleased to be recognized once again as a Canadian IT leader for delivering high business value solutions to enterprise, small-medium business and the public sector. At the prestigious 2014 CDN Channel Elite Awards,

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August 29, 2014

The New Anti-Spam Law May Be Just What We Needed

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CRM for CASL

With the turning of the calendar to July 2014, much as been written about the implementation of the Canadian Anti-Spam Law (CASL). Organizations’ reactions range from fear over financial penalties and jail time to utter confusion regarding compliance to outright

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Microsoft CRM partner

Navantis is thrilled to announce that our team has won the 2014 Microsoft Canada Innovation in Dynamics CRM IMPACT Award. At the Microsoft World Partner Conference (WPC) in Washington D.C. on July 13, 2014 Navantis was recognized for our team’s

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Cellphone

Think the new Anti-Spam Legislation set to go into effect on July 1, 2014 is about email? Think again. Labelled harsh, penetrating and with powers to fine up to $10 million, the legislation covers much more than spam emails. Preparation

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The Canadian Anti-Spam Legislation (CASL) has gained an increasing amount of attention over the last few weeks. Although the legislation has been in the works since late last year it is only now that businesses have begun to understand the

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February 26, 2014

Filtering partylist entities in CRM 2013

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Idea

Like everybody else out there after upgrading to CRM 2013 some customizations stopped working. Customizations, let’s not use the strong term “non-supported”, which may panic some people, but let’s refer to them as a grey area. Customizations like pre-filtering the

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Your membership constituents are your most valuable asset. Keeping and maintaining a healthy and vibrant community means consistently delivering value at every step along their relationship journey with you. For best-in-class membership organizations, this translates into continually improving services for

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Mobile Solutions

You have heard the saying ‘we’re only human’?  It’s a phrase we use to remind ourselves that we are prone to making mistakes.  In your business, your team members do not intentionally enter incorrect data or lose information but it

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November 6, 2013

Got SharePoint? Need Help?

Written by Posted in CRM, Hot Topics, SharePoint, Strategy Comments 1
SharePoint Support

In a SharePoint environment, on average, a quarter of the cost is associated with facilities, another 40% is allocated to labor, and the ROI is still questionable for many organizations. It should also be considered that experienced SharePoint resources are

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Like most of us on every project we bump into some of the CRM restrictions and we need to somehow display some records and the only way it seems to be a SSRS report. One way I found it can

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June 7, 2013

CRM Demos: A Customer’s Primer

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On the occasion of my colleague and good friend, Mark AuCoin, being named Microsoft’s Global Pre-Sales Specialist of the Year, I thought I would share some thoughts on the CRM Demonstration process. As a potential CRM customer, I’ll describe what

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Certified for Microsoft Dynamics CRM solution Peopleworks is maximizing on industry trends to drive member engagement through online collaboration. Peopleworks supports an innovative and key differentiator in its forums and message boards section of the Online Portal. This forum and

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At Navantis, we have completed many CRM implementation projects and I believe the ‘missing link’ in most plans is the amount of time allocated to Change Management. Training alone does not ensure the successful adoption of your new CRM environment.

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Today, I won’t be going into a detailed explanation of how to dynamically change the fetchXML for a sub-grid. Instead, I’m going to show you a small detail that will fix your view. So let’s begin… We have the following

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March 6, 2013

When is Dynamics CRM the “Right Fit”?

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We get asked this question a LOT.  When do I need CRM vs. using Outlook, Sharepoint, Excel, Access or any other Microsoft platform product that provides an ability to track data in some kind of structured way?  The answer is

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January 16, 2013

Taking CRM Out of the Box

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I was reviewing some of the available CRM content off various websites and I was amazed to see that, for the most part, IT professionals are still talking about traditional uses of CRM. By traditional, I am referring to Contact

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When intranets started, they were almost exclusively defined as being for “internal staff”.  They were typically hosted within the internal network and no one from the outside world would be able to access anything within the intranet.  The same was

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