Insights Unleashed

Learnings and best practices from Webfortis experts.

CRM 2015 - Automatically Switching the Business Process Flow

Dynamics CRM 2015 has a simple enough way to switch the Business Process Flow in the user interface: However, our client has a very complex case system with numerous business process flows and they didn’t need the extra three clicks (Switch Process, click the Process, Save) to select the process ...

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Benefits of CRM Online vs On-Premise

One of the first decisions a company will have to make when considering a CRM system is whether to use a cloud version (online) or a version that's installed and maintained on their own servers (On-Premise). It's a decision that has significant implications and should be made only after carefully ...

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Webfortis Joins Avtex

MINNEAPOLIS—February 1, 2016—Avtex, a leading customer experience technology deployment and consulting company, today announces that it has acquired Webfortis, a Microsoft Dynamics CRM provider headquartered in San Francisco. “We are very excited to join forces with Webfortis, which has built a ...

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Data Quality and its Effect on Your Organization

Introduction: The importance of data quality is all too often overlooked within many organizations. But if more were aware of the effects of inaccurate data, this would not be the case. According to a recent Gartner report on the effects of poor data quality, the average organization loses $8.2 ...

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The Final Countdown...Starting the Case Timer

There are plenty of articles on the web about how to get the Timer feature onto a Case form, however, I’ve found people asking how to get it started.   Simply adding the Timer Control to the Case form does not actually mean it will start the next time you create a case…and there is a reason. The ...

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The Parature Complete Service

So by now, I’m sure that you’ve heard Microsoft has acquired Parature and personally, I couldn’t be more excited! Many of you may be saying to yourselves “I’ve heard of Parature, I know Microsoft recently purchased it but what is it? How can it help me?” Parature is a 100% cloud based customer ...

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CRM 2015 Hierarchy Visualization

About 65% of the population are visual learners (Mind Tools, 1998). CRM gets that. With hierarchy visualizations, you get to see how your data interrelates sans the rows, columns, and headaches. Once a relationship is identified as hierarchical and the records are linked, CRM puts together an ...

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Failed Solution Import in CRM- Invalid XML

Importing Solutions should be a fairly seamless process. Under most scenarios it is. Once in a while, though, something goes wrong, and throws a monkey wrench into your import process. Most of the time, you get a nice report telling you what fails. Unfortunately, there's one type of issue that gets ...

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Sales Tax Tips for Tax Managers

Compliance isn’t for wimps. Just ask accountants and tax managers. After all, compliance isn’t just number crunching and spreadsheets. Following the sales tax rules of a jurisdiction involves far more than just finding the right tax rate. From product taxability to tax-exempt transactions to sales ...

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Microsoft Dynamics CRM 2015 Online web client vs. tablet

With the recent release of Microsoft Dynamics CRM 2015 we have had some clients ask about tablet functionality and how it compares to what is available with CRM 2015 Online.  In researching, I couldn’t find a comparison chart of those features so I started out compiling a list from various ...

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