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What is CRM?

What is CRM?

by Mariam Florio | Jul 12, 2017 | launchpad, Microsoft Dynamics 365, Partners, Sage CRM

It does more than most people think!

How to Set Up a Security Role in Microsoft Dynamics 365

How to Set Up a Security Role in Microsoft Dynamics 365

by Mariam Florio | Jun 26, 2017 | Microsoft Dynamics 365

Security roles provide both access and security.

How to Update Sage CRM 7.1 to Reflect a New SQL SA Password

by Mariam Florio | Jul 22, 2013 | Sage CRM

Updating Sage CRM to Reflect a New SQL SA Password Let’s face it, whether it’s on purpose or by accident, passwords change. The Microsoft SQL Administrator (SA) password is no exception. Although I certainly wouldn’t recommend changing the SA password, it’s important...
3 Easy Steps to Set Up Company-to-Company Relationships In Sage CRM

3 Easy Steps to Set Up Company-to-Company Relationships In Sage CRM

by Mariam Florio | Apr 11, 2013 | Sage CRM

Company-To-Company Relationships in Sage CRM   I can easily say the most common request I get when deploying CRM is the need to be able to designate a headquarters for a company and relate the ‘children’ companies back to it. That seems like a pretty...
Solve Your Sage CRM User Emergencies With Reassignment

Solve Your Sage CRM User Emergencies With Reassignment

by Mariam Florio | Oct 23, 2012 | Sage CRM

How to Reassign Opportunities Other Activities in Sage CRM   I got a panicked call from a client of mine named Joe, the VP of Sales at a large distribution company. His top sales rep, Todd, decided to pursue a life of surfing and ditch his Blackberry and laptop...
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