AhaApps Blog

By Mohona Dutta | Reading time 6 mins The Dynamics 365 and industry clouds release plan for the 2021 release wave 2 describes new features releasing from October 2021 through March 2022. Here’s a [...]

By Mohona Dutta | Reading time 5 mins For a salesperson, every day is game day. Sports organizations are always looking to increase ticket sales for both game and non-game [...]

By Mohona Dutta | Reading time 5 mins So, how do you prospect? Pulling names out of lists on your laptop? Repeatedly calling past accounts? Customer prospecting is tough for [...]

By Mohona Dutta | Reading time 5 mins A sports fan arguably is the ideal client, frequently promoting and communicating about their favorite brand (the team). But using that passion [...]

By Mohona Dutta | Reading time 5 mins User adoption is one of the major pain points in a CRM implementation project. You may deploy the best one in the [...]

By Nikhil Rajendran | Reading time 6 mins Recently, I was given a requirement to develop a Xrm.Navigation.openConfirmDialog window. The interesting part of the requirement was that it was not meant [...]

By Mohona Dutta | Reading time 5 mins Purchasing and implementing a new CRM solution can be an exciting yet a challenging endeavor. Your small and mid-sized business (SMB) is keen on [...]

By Mohona Dutta | Reading time 7 mins The buyer of today doesn’t need to rely on a salesperson to find out about a product or service. They are least [...]

By Nikhil Rajendran | Reading time 6 minutes   Part 2 - Building the report In the first part, we spoke about how to add the data source. Now, after [...]

By Nikhil Rajendran | Reading time 6 minutes   Part 1 - Establishing connection I recently came across a requirement where I had to create an SSRS report for Dynamics [...]

By Mohona Dutta | Reading time 6 mins More than a decade ago, it was the era of the filing cabinet that got so full that it was risky to [...]

By Mohona Dutta | Reading time 7 mins Client Relationship Management (CRM) software isn’t an alien term anymore. Every industry is familiar with it. You must have read several articles, [...]

By Mohona Dutta | Reading time 7 mins Customers are more informed than ever. It has changed; how they evaluate, buy and use the goods and services they purchase. But [...]

By Mohona Dutta | Reading time 4 mins The sales and marketing departments of a small and mid-sized business (SMB) organization are responsible for different parts of the customer journey. [...]

By Mohona Dutta | Reading time 5 mins It is an interesting time in the business world. From the quaint little mom-and-pop shops down the lane to the glitzy unicorn [...]

By Mohona Dutta | Reading time 6 mins As an organization, there are many aspects you must be aware of. Selling quality products, providing a wide range of services with [...]

By Nikhil Rajendran | Reading time 5 mins We recently performed an update on our Dynamics 365 organization and once that was done, I encountered a very peculiar issue. When [...]

By Mohona Dutta | Reading time 5 mins When Power BI first came into existence in 2014, the excitement was intense. Finally, there was a BI tool that could be [...]

By Ram Yarramasu | Reading time 3 mins Omnichannel for customer service in Microsoft Dynamics 365 offers to connect and engage customers across different digital messaging channels. You can enable [...]

By Ram Yarramasu | Reading time 3 mins As a Dynamics 365 CE customizer, I frequently need to work with forms. Now, to create or edit forms, we use a [...]

How does a global company connect its salespeople to customers in an efficient yet personal way? Rotterdam-based Broekman Logistics decided to add the Microsoft Dynamics 365 Marketing app to the [...]

By Ram Yarramasu | Reading time 3 mins This article provides you the information on how to manage updates in Dynamics 365 online especially how to get early access to [...]

Heathrow Airport is always open to technological advancements that increase productivity, but when the airport granted its entire workforce access to Microsoft Power Apps, few could have expected the incredible [...]

"We have fun. We make fun. We share the fun. The future is bright," that's what we heard from the New Belgium Brewing Company. What's CRM powers all this fun? [...]

By Nikhil Rajendran | Reading time 5 mins I was recently working with funnel charts for a client’s requirement. While working with it, I realized how flawed and confusing the [...]

By Ram Yarramasu | Reading time 4 mins Why is the knowledge base search disabled in the form editor? About Knowledge Base Search: A knowledge base is very helpful for [...]

By Hema Shamala | Reading time 5 mins Why do we need JavaScript in D365 CRM? It allows us to implement custom logic by using client-side scripting. We use JavaScript [...]

By Nikhil Rajendran | Reading time 3 mins I had a rather interesting experience with Ribbon Workbench recently. I was given a requirement to create a button in the Account [...]

By Nikhil Rajendran | Reading time 5 mins One of the most commonly used features in Dynamics 365 is Advanced Find. A developer, administrator, or an end-user uses it for [...]

By Ram Yarramasu | Reading time 4 mins How to change the behavior of Dynamics 365 quick search functionality? Background: In Dynamics 365 we can search for records based on [...]

By Sunil Raheja | Reading time 5 mins With the new Unified Interface of Dynamics, there are many new features that became available, which we wanted to see for so [...]

By Nikhil Rajendran | Reading time 5 mins As a developer, there are times when you need to debug a plugin. In order to do that, typically you would have [...]

By Sunil Raheja | Reading time 3 mins If you are working on Dynamics platform, you would know that your login session does time out after some time. The customers [...]

By Mohona Dutta | Reading time 6 mins We can go on and on about why is it necessary for organizations to adopt CRM solutions and thankfully in this digital [...]

The National Technical Institute for the Deaf, one of nine Rochester Institute of Technology colleges, is using AI technology such as Microsoft Translator, in combination with their extensive interpretive services, [...]

By Mohona Dutta | Reading time 6 mins It’s a common piece of knowledge that acquiring new clients are a strain on the pocket than keeping the existing ones. Therefore, [...]

By Mohona Dutta | Reading time 6 mins Microsoft Dynamics CRM is one of the foremost customer relationship management tools owing to its flexible, scalable and comprehensive features. A tool, [...]

Companies that have adopted the cloud to drive business growth move faster, deliver more value and our able to address change more effectively than those constrained by rigid policies and [...]

By Mohona Dutta | Reading time 6 mins One of the chief trials for running an effective nonprofit is when the donors look at the use of funds as a [...]

By Mohona Dutta | Reading time 6 mins With the advent of the new decade, it isn’t a surprise that one of the most prolific platforms for CRM, Microsoft Dynamics [...]

By Mohona Dutta | Reading time 6 mins In September 2018, Microsoft had launched the public preview of a global search in its Power BI solution, a feature that allows users [...]

InterContinental Hotel Group (IHG) has over 5,000 locations around the world. With so many locations and on-premises legacy systems, IHG struggled to bring new technology to market quickly. That's why [...]

By Mohona Dutta | Reading time 6 mins Microsoft's Power BI is a free set of analytics tools that aids organizations to create gripping dashboards, gain 360-degree insight on organizational [...]

By Mohona Dutta | Reading time 6 mins Being data-driven in today’s world is a given. After all, everything relies on data, any industry, type of business, organization goals, targets. [...]

By Mohona Dutta | Reading time 6 mins We have spoken, read, heard about Power BI innumerable times and frankly, it’s one of the high-performing analytics tools in today’s times. [...]

By Mohona Dutta | Reading time 5 mins The Nonprofit Accelerator has been explicitly intended to drive non-profit operations, including donor and volunteer administration, raising grants and effect estimation. It [...]

Swarovski runs 3,000 stores in about 170 countries.  It employs more than 29,000 employees, and it earns several billion euros in annual revenues. Coordinating teams and tools can be difficult, [...]

By Mohona Dutta | Reading time 5 mins We all are aware that Microsoft Power BI has a wide-ranging reporting ability that helps users to integrate multiple data sources and [...]

By Mohona Dutta | Reading time 5 mins Nonprofits play an unbelievably significant role in dealing with the world’s harshest challenges — whether providing education opportunities to people in certain [...]

By Mohona Dutta | Reading time 7 mins When a nonprofit invests in high-end CRM software, such as Microsoft Dynamics 365, it is rational to set an expectation regarding some [...]

How does the oldest bank in the UAE stay relevant? According to Mashreq Bank, the secret is in their people and their culture of innovation. Modern tools like Dynamics 365 [...]

By Mohona Dutta | Reading time 6 mins It’s not an unknown fact that technology can take an organization to a different tangent altogether making it more efficient, productive and [...]

By Mohona Dutta | Reading time 6 mins Microsoft, Dynamics 365 is one of the world’s most widely used Enterprise Resource Planning (ERP) and customer relationship management (CRM) solutions, catering [...]

By Mohona Dutta | Reading time 6 mins We are in the middle of a significant technology upheaval and succeeding in this does not mean consuming additional technology, or as [...]

By Mohona Dutta | Reading time 6 mins Microsoft Dynamics 365 helps nonprofits with a whole lot of advantages. Not only do they make data management more systematized, but they [...]

By Mohona Dutta | Reading time 6 mins Maintaining and building relationships is extremely important for nonprofits. They need to be in touch with stakeholders, donors, sponsors, volunteers and members [...]

By Mohona Dutta | Reading time 7 mins Microsoft Dynamics CRM 365 helps nonprofits to foster and build strong relationships with donors, volunteers, and clients on a daily basis. They [...]

By Mohona Dutta | Reading time 7 mins Microsoft has always been on a philanthropic mission to empower charities with the apps, tools to initiate better social impact through innovation. [...]

By Mohona Dutta | Reading time 7 mins You may start thinking whether nonprofits do really need a CRM solution? The answer is almost always a ‘Yes!’. Whether it’s a [...]

Watch how one global company removed outdated, legacy systems and truly transformed the way they ran their business with Microsoft Dynamics 365 Business Central. Quickly outgrowing their disjointed systems, Wild [...]

By Mohona Dutta | Reading time 8 mins The impetus towards digitalization is ushering a radical change in terms of efficiency, productivity for various organizations with innovation and advanced technology [...]

By Nikhil Rajendran | Reading time 5 mins As a developer, when working on a Microsoft Dynamics CRM instance you might come across a situation where you might have to [...]

By Mohona Dutta | Reading time 8 mins The “future of work” sounds like it might take several more years to actually present itself. But in quite a few ways [...]

SitePro gained a competitive advantage by combining onsite sensors and data collection with online data processing and management using Microsoft Azure. As a result, they were able to provide faster [...]

By Ram Yarramasu | Reading time 6 mins Dynamics 365 provides security based on users and teams along with that it also provides a more granular level of security around [...]

By Sunil Raheja | Reading time 6 mins In my Dynamics CRM career spanning so many years, I have come across more than a few customers requesting to Customize the [...]

For TGI Fridays to accomplish their ambitious expansion plan, they needed a platform that could provide efficiencies and access to information that would allow for growth. Check out this video [...]

By Sunil Raheja | Reading time 6 mins Throughout our CRM and PowerBI career, we all would have faced this requirement where we need to secure access to PowerBI report [...]

By Mohona Dutta | Reading time 6 mins With an ever-decreasing talent pool, staffing experts are more sought after than any other time in the current times, helping clients fill [...]

When the Federation Internationale de Volleyball (FIVB) was looking to transform fans' interaction with the sport, they knew they needed to go beyond a simple social media or website overhaul. [...]

By Mohona Dutta | Reading time 5 mins The number of organizations utilizing temporary staffing has increased in recent times. Certain myths regarding temporary staffing have been done away with [...]

By Hema Shamala | Reading time 5 mins Power BI is one of the most prolific BI tools in the market that supports more than one type of connection. That [...]

By Nikhil Rajendran | Reading time 5 mins In any Microsoft Dynamics CRM instance, there are functionalities requested by the stakeholders which go beyond the functionalities offered by the Out-of-the-Box [...]

For Otto Knoke, the self-described "oldest nerd in Guatemala," every day is a gift—and one that he pays back to the best of his abilities every day. Twenty years ago, [...]

By Mohona Dutta | Reading time 6 mins The power of Dynamics CRM together with the agility of SharePoint devices is here to produce miracles. With changing innovation scene and [...]

By Nikhil Rajendran | Reading time 6 mins In any Microsoft Dynamics CRM instance, there are functionalities requested by the stakeholders which go beyond the functionalities offered by the Out-of-the-Box [...]

By Mohona Dutta | Reading time 5 mins Microsoft proceeded with its bi-annual Dynamics 365 update, by giving its Release Wave 2 plan documents on June 10, this year. The [...]

At NQ Cranes, the implementation of Microsoft Dynamics 365 Business Central was a total success. Not only did the business flow automation immediately reduce time on internal processes, but it [...]

By Mohona Dutta | Reading time 6 mins A year ago, Microsoft presented a few mixed reality business solutions under the Dynamics 365 venture product umbrella. This year, it had [...]

By Ram Yarramasu | Reading time 6 mins Do you think that it is better to keep everything in an old-fashioned file system and store all the leads or contacts [...]

NQ Cranes was established in Mackay in 1987 as a crane and lift provider and service organization, especially for the shipping business. Today it supplies clients everywhere throughout the nation [...]

By Mohona Dutta | Reading time 6 mins Microsoft had presented a newly augmented reality business application for iOS and Android cell phones this year. Remote Assist was accessible out [...]

By Ram Yarramasu | Reading time 6 mins In Dynamics 365, you can follow records for the out of box entities like leads, accounts, and contacts. You can also see [...]

By Mohona Dutta | Reading time 5 mins In the update released in February 2019 for Power BI by Microsoft, one can now share, distribute and see Python visuals in [...]

Read how the multinational organization Compass successfully implement the user-friendly, scalable Dynamics 365 platform to maintain consistent customer service across their entire organization. All the tried-and-true processes and best practices [...]

By Mohona Dutta | Reading time 6 mins A lot of enterprises are acquainted with the challenges to collate data effortlessly and cost-effectively. While smart devices like phones and tablets [...]

By Mohona Dutta | Reading time 8 mins In simple terms employee engagement is an approach that results in suitable conditions for all the members of an enterprise to give [...]

By Nikhil Rajendran | Reading time 6 minutes In continuation of our previous post about data management (Cleaning up Data in Microsoft Dynamics CRM), let us look at audit history [...]

By Mohona Dutta | Reading time 6 mins The world of data visualization and analytics is rapidly growing with new applications being launched every other day. To stay ahead in [...]

By Mohona Dutta | Reading time 8 mins The retail industry is under relentless pressure to meet sales targets, especially since the last few decades. The sturdy rise of eCommerce [...]

Since 1979, Michael Hill has provided the world with luxury jewelry. As the company has grown, they've needed to expand their omnichannel processes. This desire has driven them to consolidate [...]

By Mohona Dutta | Reading time 6 mins We all know that the most successful relationships are built on mutual trust, respect and achievement of a common objective, be it [...]

This article explores the ways in which sales productivity technologies help SMBs move toward higher automation for simplified tasks and what it is that makes some tools more effective than [...]

 By Mohona Dutta | Reading time 6 mins Customers are more informed than ever. It has changed how they evaluate, buy and use the goods and services they purchase. But [...]

 By Mohona Dutta | Reading time 6 mins In this day and age, CRM has become a familiar term. Everywhere you go, you have agencies clamoring to be the best [...]

 By Mohona Dutta | Reading time 6 mins In simple terms Customer Data Platform or CDP can be termed as packaged software that creates a tenacious, integrated customer database that [...]

In the wake of the 2008 mortgage meltdown, the team at dv01 sought to provide transparency in the market. They are the world's first end-to-end data management, reporting and analytics [...]

 By Mohona Dutta | Reading time 6 mins In any organization, the HR function plays a vital role. Being able to efficiently manage every aspect of your personnel, and consistently [...]

By Hema Shamala | Reading time 7 mins Microsoft Dynamics 365 Marketing module helps us to build campaigns for your product/service with consistent personalized messaging and keeping contacts engaged in [...]

 By Mohona Dutta | Reading time 6 mins So, what makes a successful CRM implementation? Implementing CRM is a daunting task. It sounds easy if you have a reliable Implementation [...]

By Ram Yarramasu | Reading time 5 minutes   Introduction: There are many organizations where they can employ their own internal team to implement CRM. What if the organization's IT [...]

Microsoft Azure Developing great software is what Adobe does. To achieve that goal, they run on multiple open-source applications making it very challenging to adapt to. With a modern digital [...]

By Mohona Dutta | Reading time 6 mins Creating an effective job title that suits the job role looks like a simple task. But it’s easier than it seems when [...]

By Mohona Dutta | Reading time 6 mins How many of us remember our first job interview? Almost all, I guess. I certainly do remember mine. I was nervous, fumbled [...]

By Sunil Raheja  Here is just a tip of the iceberg video showing some of the capabilities of one of the most awesome products/services from the Microsoft stable. Yes, you guessed [...]

By Mohona Dutta | Reading time 5 mins With the innumerable tools and applications that exist today, organizations are able to understand their own analytics and discover powerful insights. Microsoft [...]

By Nikhil Rajendran | Reading time 7 mins It is important to clean up data in our CRM solution regularly. One of the main reasons is that unwanted data can [...]

Cut through the distractions of the digital age with the customizable Dynamics 365 for Sales Professional. Tailor the software to suit your needs, processes, and goals. Your business is always [...]

Power BI and Manufacturing By Mohona Dutta | Reading time 4 mins Manufacturing and Operations are crucial parts of every business at various levels. These are the base of the [...]

Businesses are amassing enormous amounts of data, more than they know what to do with. Most are just using it to put together dense periodic reports explaining "what" happened too [...]

By Mohona Dutta | Reading time 5 mins Traditionalists will tell you the various benefits of using Excel as compared to other data visualization tools. Quite a few companies are [...]

Human beings find it easier to absorb information through the medium of visuals. In a business scenario, visualization helps narrate a story to the one’s calling the shots in an [...]

Explore the possibilities and efficiencies that interconnected Dynamics 365 can bring to your sales team. What does it mean for your business to be truly connected? How about being able [...]

By Ram Yarramasu | Reading time 6 mins Ever wondered why Sales is one of the pivotal departments in an organization? It’s not easy to meet a stranger, talk about your service [...]

By Sunil Raheja | Reading time 5 mins For better performing reports and dashboards, it is very essential that they be built keeping in mind the best practices. Below is a consolidated [...]

Hurricane Harvey was the most devastating natural disaster to ever hit Houston, Texas. With thousands of displaced and homes ruined, Team Rubicon stepped in to render aid and help rebuild [...]

As a business owner, you need to make smarter decisions concerning your business bottom line. This can be easily achieved if you choose the right Salesforce Consulting firm. By choosing [...]

For staffing solution providers, the progression of digital technologies in recent years has brought an upsurge of opportunities. With automation, enterprise data management, and machine learning, staffing enterprises can exceed their [...]

Success in any project or task largely depends on two things:  the manpower available and appropriate expertise.  If your company lacks either, then it’s time to signal SOS for outside [...]

In most organizations, sending an email to teams is the activity that is performed daily. As an example, if a new lead comes into the CRM organization, the assigned team [...]

Why bring your customers a personalized experience? Because it can save you a lot of money. At least that's what Moneris realized after integrating Dynamics 365. By integrating a robust [...]

Imagine this! On Friday morning you arrive at work and receive an email from your Salesforce developer saying that she is quitting. Panic strikes. Because there is a crucial project [...]

The days are gone when CRM meant massive and costly software that needed a whole army of experts to take care of its installation, management, and maintenance. With the arrival of [...]

When you’re hunting for a job, a good resume is essential in getting you noticed by prospective employers, but it’s during the interview stage that’ll change the direction you envision your [...]

AB InBev, the brewer and marketing force behind one-third of the world's beer products, is on a digital transformation journey to move 80% of its workloads to the cloud by [...]

Many times the customers who are implementing (or planning to implement) Dynamics CRM, enquire about a platform to store their files, documents, etc.  And another request that comes along with [...]

The demand for specialized skills is skyrocketing and the talent pool for such skilled individuals is decreasing. It is painstaking to find the right Dynamics 365 candidate. This has resulted [...]

By Ram Yarramasu | Reading time 6 mins One has to be living under a rock for not knowing the versatility and the scalability feature of Microsoft Dynamics 365 CRM in today’s [...]

With Microsoft #Azure and #Dynamics365, Miral is using data insights to personalize content and to bridge the gap between physical and digital customer experiences. An Abu Dhabi leisure company, Miral, [...]

Mohona Dutta Microsoft relies on hiring talent who can support the wave of digital transformation. The company believes in making its application pool wider. Microsoft evaluates candidates based on their [...]

Microsoft PowerApps Sometimes the need to meet the project deadlines can get better of you and you might want to run the quality check next time. You wanted was a [...]

Recruitment strategies in Salesforce Ana Recio, head of recruiting at Salesforce in one of her interviews, talks about the approach that her hiring team takes when interviewing their future workforce. [...]

With Microsoft Dynamics 365 and Adobe Marketing Cloud, 24 Hour Fitness helps engage with customers to give them the tools they need to stay focused on their fitness goals. With [...]

By Nikhil Rajendran | Reading time 6 minutes Being customer-centric isn’t just an added value that an organization has to offer anymore. It is a quintessential feature that defines a [...]

“You join here, not to be cool, but to make others cool."                                                                                      - Satya Nadella, CEO Microsoft Would you think that “Making others cool” should be the new tagline [...]

Jumeirah Hotels & Resorts--owners of some of the world's most luxurious hotels--has a reputation for delivering world-class hospitality. In their tradition of excellence, the company compiles data through its customer [...]

In God we trust, all others must bring data. -W. Edwards Deming Data is the core of any business and in today’s day and age, it nearly determines the fate [...]

Providence St. Joseph Health is moving beyond the typical call center to provide more personalized experiences for patients. Liaisons from its Patient & Provider Engagement Center are solving industry-wide challenges […]

The role of the CIO has undergone many dramatic changes in recent years. Today's CIO may be considered a business co-creator, trusted operator or an instigator of change. Whatever group [...]

What are Skinny Tables? Salesforce creates skinny tables to contain frequently used fields and to avoid joins, and it keeps the skinny tables in sync with their source tables when [...]

It’s easy to overlook the costs associated with implementing a new CRM. Check out this infographic to uncover the five most common CRM hidden costs.

Less than 25 years ago, many CEOs dismissed the suggestion of a company website, or at best, offered reluctant approval and virtually no support. This approach was soon proven to [...]

In today’s fast-paced, ultra-competitive, and highly technical business environment, the CRM has become an organization’s most valuable asset. A CRM is essential to understanding […]

Microsoft Dynamics & Salesforce   “Customer is King” is an old saying but remains true today. Any organization that relies on knowing customers needs and addressing those needs knows the [...]

Salesforce lives in the cloud, we all know that right. Thanks to Marc Benioff.   But that does not mean it stays isolated. There will be needs to have your Salesforce […]

Because legacy apps have various factors dependent on their platform, many are not portable to the Cloud easily. Methodologies are thus needed to prepare well for modernization. In government IT [...]

Once upon a time, there was a major manufacturing corporation with 12 plants located throughout the United States. The corporate IT department selected a canned program and modified it, installed [...]

In recent years, the terms "digital transformation" and "going digital" have been cropping up with increasing frequency. There is no doubt that the digital age has arrived, complete with all [...]

Digital disruption is going to affect every company sooner or later. Either the company will be disrupted, or it will be the one causing the disruption. Regardless of whether you [...]

The first "Encyclopaedia Britannica" was published in three volumes between 1768 and 1771. For the next two centuries, the company worked to build and retain its reputation as the publisher [...]

With increasing frequency, companies and organizations are embracing the move to digital enterprises. Some view the move as a basic step toward IT modernization, others feel the transformation is necessary to keep [...]

In the days before computers, boards of directors concerned themselves with keeping stockholders happy, increasing profits and planning future growth. When IT became—in the minds of many board members—a necessary [...]

Suppose you are the CEO of a thriving enterprise. You have heard a great deal about "going digital" and believe that such a move could benefit your company. After meeting [...]

Back in the early 1980s, virtually every office that was not still producing reports and correspondence on a typewriter had a word-processing software called WordPerfect. It was a DOS application [...]

The basic concepts behind managing customer relationships are nothing new. Companies have been trying to accomplish that for as long as there have been customers. As technology and consumer demands [...]

We live in the age of big data. Enterprises are collecting more information than ever before, and theoretically, it should be helping improve customer relations, drive sales and enhance marketing [...]

Once an enterprise has decided to implement Salesforce, the next question that most people have involves how to integrate their legacy data. It would be nice if Salesforce possessed psychic [...]

The era of big data has brought to light problems that have always existed in data warehouses, such as dirty data, missing fields or duplicate records. Poor-quality data can have [...]

Recently, there has been a great deal of discussion about harnessing the power of big data and using analytics to further the goals of businesses. The problem is that it [...]

Joe Doe, the sales manager at Some Company, had lunch with his neighbor, John, who just happened to be the sales manager at Another Company. All John could talk about was [...]

You have decided to upgrade your CRM system, move it to the cloud or implement one for the first time. Your research has indicated that Salesforce has the best reputation [...]

Salesforce is a powerful CRM solution -- even a cursory review of the basic functionality and the abundance of offerings at the AppExchange prove its potential. However, many enterprises already [...]

When businesses are scaled up, fragmentation is a natural result. Organizations get divided into “pieces” as they get bigger - unless a leader drives something different by design.   To [...]

A Tale of Two Companies (With Apologies to Charles Dickens)   It was the largest of enterprises; it was the smallest of enterprises. What both companies had in common was [...]

When you decide to implement a Salesforce solution, one of the most important issues you must resolve is how much of your legacy data should be exported -- and how you [...]

Business these days is in the clouds — data clouds, that is. More and more businesses are abandoning their legacy programs for cloud-based solutions, such as Salesforce.com. In their eagerness [...]

In the old days, "data migration" was a straightforward task. If you wanted to go from four-drawer gray file cabinets to five-draw tan ones, you simply lifted the folders from [...]

It is a scenario that happens all too frequently: A company decides to implement a new software or platform. No matter how many benefits the new implementation can offer, there [...]

Salesforce is a very versatile and powerful tool that offers a number of ways to integrate data. There is no single solution that is the best for all enterprises; during [...]

You know that you have dirty data. You know that there are valid reasons for cleansing it, such as a pending Salesforce implementation. Now all you need is to obtain approval for [...]

In ever-increasing numbers, enterprises are discovering that Salesforce is far more than just a contact database.It is a powerful tool that can assist virtually every department in your organization. However, like [...]

"How much should my organization spend to clean my customer data?" This question arises frequently whenever the subject of data cleansing arises. Cleaning up your data is one of the recommended [...]

The era of "big data" is upon us. Emerging technologies give us access to wide range of data that was unavailable even a few years ago. Integrated data sources, migration to [...]

Salesforce makes a great tool for storing your contact information. Your customer database is no doubt an important part of your sales strategy. However, Salesforce is much more powerful, and [...]

Marketing and sales share one basic goal, which is to enhance the company's revenue. However, sales and marketing are often not aligned, resulting in wasted efforts and ineffective attempts to [...]

In this blog post you will find some of the best practices for managing content on Salesforce. We have identified the high level direction in this post for implementation consideration. [...]

People often complain that things today just aren't built to last. Everything from cars to toasters, they will tell you, was manufactured better in the old days, and consumers expected [...]

Getting List of Objects from Apex Picking the right API Situation: In many scenarios, there is a requirement to retrieve a list of objects in an organization to process them. Apex […]

If it is possible to suffer from being too good at what you do, then Salesforce is an excellent candidate. Salesforce is such a powerful platform that a number of [...]

In Part 1 of this post, we talked about Multitenancy, Multitenant Kernel, Meta Data Driven Kernel and Polyglot persistence. In this post, we'll describe the data model used in Force.com [...]

Project management methodologies were invented to enable teams to work more efficiently in order to provide a better product in optimal time. Over the last few decades, an overwhelming number [...]

Picking Right API Salesforce provides programmatic access to your organization’s information using simple, powerful, and secure application programming interfaces. When to Use REST API REST API provides a powerful, convenient, [...]

Single Sign-On - Things to ponder Consider the following when implementing Single Sign-On:  Your organization’s implementation of the Web Service must be accessible by salesforce.com servers. Typically this means that [...]

Things to consider -Visualforce page performance Visualforce was designed to provide developers with the ability to match the functionality, behavior, and performance of standard Salesforce pages. If your users experience [...]

Protect your Salesforce data from SOQL Injection INTRODUCTION:     In the wake of the current security threats running wild, we wanted to talk a bit about SOQL injection which […]

How to get started with Salesforce 1 platform Development Salesforce have unveiled Salesforce 1, a new CRM platform to better connect with customers and to keep up with latest trends [...]

Tips on handling Large Data on Salesforce BEST PRACTICES This section lists best practices for achieving good performance in deployments with large data volumes. The main approaches to performance tuning [...]

Salesforce Environment   ABSTRACT To get started with Force.com, all you need is a computer and an internet connection. What you don't need are application servers, web servers, databases, and [...]

In Part 1 of this post we talked about how Force.com platform manages the Data model. In this post we'll describe about Multitenant App Development.. Read on...   Multitenant App Development The [...]

We are thrilled to share our knowledge on the Salesforce.com platform. We are starting this with the first blog post on Force.com Architecture, this is the 1st part in the [...]

A previous post discussed the advantages of using the iterative approach when implementing a Salesforce solution. However, knowing why you should do something can often be insufficient. For example, someone who has [...]