CRM Online and the Case of the Two Minute Timeout

No, not a Hardy Boys or Nancy Drew novel but until now, the case of the two-minute time out – has been one of the key points considered when choosing whether or not to move an organization to CRM online. CRM online is a great platform that allows many organizations to share the same servers,…

Continuing Education: The Membership Booster

In today’s complex marketplace, professionals are looking for the best ways to get started in their careers, take their careers to the next level or switch careers completely. Debates are waged about whether to get an academic degree, pursue professional certifications or achieve some combination of the two. Regardless of the path chosen, there is…

The Great Migration: 40 Million Records Migrated in 10.5 Hours

Recently one of our largest clients  went live. This was a massive project made possible by the partnership that we developed with the client’s team.   Part of the process included transferring many, many, many records in a precise and timely manner. Altai’s Business Consultant, John Klemetsrud has written about this part of the process in today’s…

Keeping Yourself Up to Date

Most of us know that Microsoft has made life easy for those on the cloud.  They never have to wonder what rollup they are on, if they need one, or scheduling it.  Unfortunately for those that have Microsoft Dynamics CRM on premise, it takes a little more work to stay current.  While most large organizations…

Surviving Upgrades

Did you know that there are entire companies that have gone out of business because their software did not upgrade well?   I remember being on design committees with the Dynamics Great Plains teams in the old days and we were looking at Realworld and SBT’s accounting software.   Once you modified their accounting software you were…