25. February 2014 14:43
Curious about the caliber of Webfortis staff, take a look at this...
The important stuff...
Let's not forget...
That was easy.
24. February 2014 11:47
Microsoft Dynamics CRM 2013 offers a wide range of security modeling features, and it is important to choose the most appropriate approach to implementing a particular solution. Each feature offers a combination of characteristics that provide a balance between granularity of access control, adminis... [More]
18. February 2014 08:35
What do I do if I find duplicate entries inside my CRM? [More]
11. February 2014 09:55
The Ribbon is the menu located at the top of the CRM Page. The Ribbon includes buttons that are organized in tabs and perform special tasks (see Figure 1). Global Ribbon buttons will appear in the same position on the Ribbon for every Entity. They are useful because they extend the functionality of ... [More]
28. January 2014 08:37
Increase your sales by setting up a customer Call Down list in Microsoft Dynamics CRM. Once you've set up a To Do list, you're more than halfway towards reaching your goal. Organize your customer records into segmented Marketing Lists so that you can easily create a group of Phone Call Activiti... [More]
21. January 2014 06:35
The ALM Toolkit is a suite of tools that can assist in automated change management of a CRM organization. One of the core components of the ALM Toolkit is its library of Powershell Scriplets that perform CRM Solution and Data management functions, allowing you to manage change, create backup version... [More]
7. January 2014 09:10
When it comes to convenience in the CRM software world, Microsoft Dynamics really has the upper hand. The interface is user friendly and simple, the fields are intuitive and of course, nothing beats the convenience of being able to access your CRM database from within Outlook. Outlook is a prog... [More]
30. December 2013 05:27
What is Agile?
As defined by Wikipedia, "Agile software development is a group of software development methods based on iterative and incremental development, where requirements and solutions evolve through collaboration between self-organizing, cross-functional teams. It promotes adaptive planning... [More]
10. December 2013 08:44
On more than one occasion I have found myself needing to interject some business logic into the native CRM button functionality. I could, of course, rewrite the entire functionality into my own web resource, but in most cases, I simply want to test for, or set the value of a form field then exe... [More]
12. November 2013 08:16
Microsoft Dynamics CRM 2013 comes with a nifty navigation bar at the top of the screen, which is quite different, from the CRM 2011 instance. This Navigation bar can provide you with the display of a company logo in the top right corner, so anyone who views your CRM organization can see your company... [More]
29. October 2013 13:27
Many CRM customers have data in other applications that need to be viewable alongside CRM data, thus necessitating integration through a third party application. For many integration scenarios we recommend the use of Scribe software, but with the choice between their on premise and online offer... [More]
24. October 2013 07:15
Like my colleagues, I am very excited about the next release of Dynamics CRM 2013. It brings a brand new user interface and some long-awaited functionality that I’m thrilled to share with you.
As a Dynamics CRM Consultant, I do the majority of basic configurations for my clients ... [More]
7. October 2013 07:36
SACRAMENTO, CA, Oct. 7, 2013 (GLOBE NEWSWIRE) -- Webfortis, LLC, an industry thought leader and Microsoft Gold Customer Relationship Management Competency Partner, announced today its offering of Microsoft Dynamics CRM to federal, state and local government agencies on a Federal Risk and Authorizati... [More]
24. September 2013 06:18
When working with plugins, authentication for CRM is handled automatically. The user's credentials and appropriate permissions are received from within the context. What if you need to write a service or application to connect to CRM? For that, CRM 2011 SDK makes it easy to do with simplif... [More]
17. September 2013 08:15
So you have a CRM database with lots of data – YAY, great for sales and marketing!
Hmmm – maybe.
Are you having challenges reaching the right people in your marketing efforts? Are your e-mails and regular mail being returned? Phone numbers disconnected? Do y... [More]