Setting up the Microsoft Dynamics CRM 2011 Report Authoring Extension for Dynamics CRM Reports
Microsoft Dynamics CRM uses SQL Server Reporting Services to generate reports for CRM data. If you have the need to modify or design your own reports, you will need to first make sure you have the software that helps you design and publish reports.
Continue readingTechnology Advisors, Inc. Receives SugarCRM’s Top Channel Partner Awards at SugarCon 2013
Technology Advisors rose to the top of SugarCRM's Channel Partners shortlist and was named 2012 Most Valued Global Partner and 2012 Most Valued Partner in North America at SugarCon 2013 in New York City.
Continue readingAll Leads are Not Created Equal
As marketers, one of our primary goals used to be (and still is to a different extent) to get as many leads as possible. It isn't that we weren't concerned with quality previously; we were simply measured on quantity. Today's marketer has a much heavier weight placed on quality and…
Continue readingRules of E-mail Marketing
Not only is e-mail marketing exceptionally cost-effective, email-marketing has the highest Return on Investment of any form of direct marketing. Last month, Chris Gordon, Channel Manager at Swiftpage, joined Technology Advisors to talk about "The 6 Rules of E-Marketing."
Continue readingMarketing Automation - Past to Present
We've been spending a lot of time this year analyzing different Email Marketing solutions for customers and prospects. On Thursday, Mathew Sweezey, of Pardot Marketing Automation, talked to a group of us about marketing automation.
Continue readingHow should I deploy my CRM solution?
Beyond the entire process of choosing an actual CRM solution, you need to determine how you are going to deploy your selection. The good thing is you have options. The bad thing is you have options. You can deploy your CRM solution On-Premise, On-Demand (Hosted) or in the Cloud. Each have their…
Continue readingMicrosoft Dynamics CRM Enhances Social Tools
Online social tools are simply part of (most of) our lives these days. Odds are you're either on Facebook, Twitter or LinkedIn, or all of them! Years back, social networks were completely separate from CRM applications but we've seen a serious shift in that as of late.
Continue readingNew Features for End Users in SugarCRM 6.4
SugarCRM users, the new SugarCRM v6.4 is available this month! The SugarCRM 6 update brings us some great new features including a new calendar module and improved search.
Continue readingMicrosoft Dynamics CRM Mobile
I must start by saying the Microsoft Dynamics CRM Q2 2012 service update is going to provide a lot of great things but for now, I'd like to focus on the Mobile update, as Microsoft is standing by their "CRM Anywhere" tagline.
Continue readingHow Tracking Lost Sales Can Help You Generate More Revenue
Tracking lost sales can actually help you generate more revenue. How you say? Only by understanding why deals are lost, can you continue to improve your sales processes, products and sales team’s performance. I am personally addicted to data and as a former salesperson, I always tracked my sales,…
Continue readingWho should use dashboards in CRM?
We all should! Seriously, regardless of your role in your organization, dashboards are an excellent, quick view of the information contained in your CRM system. We take the time to put the information into our CRM system, why not allow it to present the information we want to see most, back to us,…
Continue readingSalesLogix Mobile - New User Friendly and Faster Features
We are all living in a mobile world and all we want is to quickly and easily access all the information we can possibly get, right at our fingertips. That's not too much to ask, right?
Continue readingA SalesLogix CRM v8.0 Preview
Dave Wallace, Director of Product Management for Sage SalesLogix CRM, provided Technology Advisors’ customers a preview of the new SalesLogix v8.0 coming out next year.
Continue readingConsiderations for Purging/Deleting Entity Data in SalesLogix
Normally when data is deleted from a database, it is simple enough to have a programmer write a DELETE statement in SQL to wipe out a bunch of records from a table. This technically works okay, but has some issues that one should be aware of.
Continue readingDesigning Reporting Filters in SalesLogix
When a SalesLogix report is run, you normally see two different kinds of filter options/parameters. The purpose of this post is to explain what they are and how reporting filters in SalesLogix are different.
Continue readingCreating and Naming SData Feeds in SalesLogix
SalesLogix allows you to access your data via the new SData webservice feeds that are hosted as a part of the SalesLogix web client. Normally to enable your SData feed, all you have to do is check the "Generate Feed" option on the entity that you wish to create the feed for. The feed is…
Continue readingSalesLogix Reporting Basics
We frequently get questions about the reporting functionality in SalesLogix. So here is some information that should give you a pretty good idea about how the reporting works and how it interfaces with the SalesLogix database.
Continue readingHow to pull data from a sub-grid on a parent form in MSCRM
In Microsoft Dynamics CRM 2011 it is possible to pull data from a sub-grid on a parent form when a page loads to read the values.
Continue readingSalesLogix Web and Database Views
Adding a database view into the SalesLogix web architecture can be a tricky process, due mostly to the fussiness of NHibernate. What follows is a step-by-step guide to help you through the process.
Continue readingSalesLogix Mail Merge DLL Installation Issue
We recently ran into an issue in SalesLogix version 7.5 sp3 where the mail merge did not work after an install. Clicking on the write->email menu would bring up the following message:
Continue readingSalesLogix - StarfishETL Auto Map Feature
Recently we were tasked with importing data for a client who acquired a company that also used SalesLogix. There were a couple of Account based tables that needed to be imported for historical reference ONLY.
Continue readingConcatenating Multiple Rows in SQL
SQL is often overlooked for programming capabilities. The concatenation function below saved me a lot of time in application programming to simplify presenting a 1-Many data relationship. This function has been extremely useful for me in report writing, data presentation , etc. The function takes…
Continue readingSalesLogix WEB Group Issues
Here's the problem, you click on the group, for example your "Customers" group, and it does not actually show your customers; it still shows "All Accounts" or whatever you were last viewing. In addition to this, if you were to look-up an Account while in this group that is…
Continue readingCreating OnChange and OnSave events in SugarCRM - Part 2
In the first post in this series on SugarCRM onload and onchange events I looked at how to add the events to the edit view. In this post I will look at how to call a function from a JavaScript file. In my third post, this will allow us to add JavaScript code that is more useful than an alert.
Continue readingCreating OnChange and OnSave events in SugarCRM
When I started digging into customizing SugarCRM I often found it difficult to follow along with suggested solutions. I mainly searched the SugarCRM forums for help on specific questions. Most of the time I could find sample code but not the information on how to use it. In this blog post I…
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