About
Disclaimer:
The postings on this site are my own and do not represent my employer’s positions, strategies or opinions.
My Background
I am a New Zealander, recently transferred to the US having completed stints in Australia and Singapore. Since 2005 I have focussed my career on Enterprise CRM solutions using the Microsoft Dynamics CRM platform. Prior to 2005, I worked with the Microsoft’s Dynamics SL ERP suite and on the Siebel and SalesLogix CRM products. My CRM team in New Zealand earned three Microsoft CRM Partner of the Year Awards and I have been personally recognised by Microsoft with a Rising Star of the Year award. I’ve been working at Avanade in their Microsoft CRM Service Line since 2010, transferring between offices to fuel my travel ambitions.
Blog Stats
I had a big day on the 6th June 2012, for the first time my little old CRM blog broke the 1000 daily visitors mark! These stats, my placement in Google search results and the comments I receive on posts are all great motivators to keep on blogging so please post your feedback. Here are a few more stats for those that are curious (as at 5th July 2012):
Want to be Featured?
If you are a Microsoft ISV Partner with an add-on or integrated solution and would like it to appear on my blog, please flick me an email with details on how I can get my hands on your product. I enjoy giving CRM add-ons a good shake and I think sharing my experiences has value to the CRM community. I will correct any inaccuracies you point out, but you will see my opinions posted, good or bad.
Awesome! Thanks!
thanks Gareth
have lots of helpful information thanks!
Hi Gareth feel free to give our add-ons a shake down http://downloads.mycrmgroup.com/ 9 out of the 10 solution can be self installed via the licence manager
really very helpfull…..
Gareth, I’d like you to review MTC’s offering of CRM View and Sub-grid in-place editing solutions: EDitable Grid, Add & Edit Grid, Sales Product Editor, Super Grid, and MTC’s custom grid developmet service. WE offer 30 other products as well. Let me know when you might like to receive licenses. Also, when and where are you coming to the USA?
Hi Darryl, sounds good, am in transit now having a holiday on the way. I land in the US mid August, based in Atlanta.
Gareth- any recommendations on how best to split an online instance of CRM into two online instances? With a company split, what’s the best way to get all the data associated to one business unit in the org into a completely separate online instance?
Thanks!
I suggest you have a good look at Scribe. There is no easy answer, you need to do a data migration into the new org and then some bulk deletion / deactivation from the old org.
Since you are doing this split just once, a low-cost fixed-rate service like MTC’s CRM data migration service will perform the exact task at a firm low fee, and complete it quickly, as well as stand behind its work, for touch-ups and changes as inevitably needed after the fact. http://www.MTCCRM.com/MTC_Services.pdf
Darryl Henderson
MTC Management Technology Consulting
MTCCRM.com – DynamicsExchange.com
Hi Gareth, we are a Gold Level Microsoft ISV partner with a CTI product that we would be very interested in you giving a shake.
A free 30 day trial of intelli-CTi for Dynamics CRM can be downloaded straight from our website http://www.qgate.co.uk/products/qgate-products/intelli-cti/ms/intelli-cti-ms-crm.aspx
The download should contain everything you need to install and test it. Including our Virtual Telephony Server which means you don’t even need to connect it to your actual phone system to demo it.
Any questions feel free to drop me a line!
Anthony Crook- QGate
In charts, how do I make a gas gauge type of chart that compares the won revenue to the different levels of quota (min, good, great, exceeds)?
This blog is awesome. I’m starting learn CRM and this blog is so helpfull – thanks a lot ;]
Hi Tucker,
I have a query regarding the Customer Portal support on Mobile Platform.
Are the web forms of Customer Portal for MS Dynamics CRM 2011 supported in Mobile Platform?
If yes, kindly let me know how to configure it for a mobile device and what are the platforms it is supported?