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Microsoft Dynamics CRM and ClickDimensions: CRM Intelligence and Marketing Automation under One Roof
Marketers utilize a multitude of comprehensive and intelligent tools and software applications intended to enhance marketing automation processes, gather market intelligence, increase lead generation, and in general, optimize, monitor and measure marketing ROI. The rise of the Internet has brought along new channels through which to communicate and interact with consumers, and at the same time has augmented the focus areas pertinent to marketers and marketing departments. Website optimization, social media management, SEO, blog creation, email marketing and online advertisement are all examples of prominent areas of responsibilities for most marketing departments. The Challenge of Data Management As a consequence of these technological advancements and ‘new’ marketing channels, companies today have access to a wealth of data originating from various sources. Social monitoring tools have proliferated, enabling companies to listen to what is being said about their brands and services, tracking software provides valuable information about web site visitors and their […]
How to Configure Microsoft Dynamics CRM 2011 to Use a Host Header and an SSL Cert
Most CRM deployments require using both host headers and SSL certificates. As small a requirement as it may seem, making this happen can be a bit tricky and I’ve personally had my share of late nights here and there just to get this to work. As a result, I’ve decided to put together this short article to document the steps required to resolve this issue, and at the same time be of help to anyone ‘out there’ who might encounter the same problem. A typical error that comes with using multiple host headers for the same port (or the attempt thereof) is as follows: System.ServiceModel.ServiceActivationException: The service ‘/orgName/XRMServices/2011/Organization.svc’ cannot be activated due to an exception during compilation. The exception message is: This collection already contains an address with scheme http. There can be at most one address per scheme in this collection. If your service is being hosted in IIS […]
Should I Upgrade to SQL 2012?
Microsoft recently released the latest version of SQL Server (“Denali”) 2012. With every new SQL Server release, hundreds of new features and improvements are added, and this is a major one! Enhancements can be found throughout the product, across all components including the Database Engine, Analysis Service, SSIS, Reporting and Master Data Services. Like previous releases, SQL 2012 brings along faster performance, great availability, improved data exploration, more consistent data, and optimized productivity. So what does all this mean? And more importantly, should you upgrade? The new release of SQL Server comes with many new and cool features. So many that it is outside the scope of this article to go through them all, but here are a few highlights: Always On: A new feature that improves database mirroring allowing you to fail over multiple databases instead of individually.  SQL Server Data Tools: SQL Server Management Studio now runs in […]
Hubspot vs. ClickDimensions
Marketing Software Comparison – When CRM Is Not Enough The decision to invest in a marketing automation tool is critical to your organization’s marketing success. We recently took some time to evaluate and compare two very popular marketing solutions. First we looked at HubSpot, an “all-in-one marketing software” with a major focus on driving inbound marketing. The second product we evaluated was ClickDimensions, a Microsoft certified email marketing and marketing automation solution built for Microsoft Dynamics CRM. Then we identified two pros and two cons for each solution. HubSpot Pros 1. Search Engine Optimization What truly makes HubSpot a great inbound marketing application is because of its SEO tools. HubSpot includes a built-in keyword analysis tool that enables you to find and track your most effective keywords. Another powerful SEO tool offered by HubSpot is their Page Grader, this allows you to diagnose and fix poorly ranking pages by providing […]
Importing Data into Microsoft Dynamics CRM – the Native Import Tool vs. Scribe
I’ve recently been assigned many different data import tasks. For me, one of the most difficult decisions is what tool to import the data with; the out of the box Import Wizard, Scribe, Direct SQL imports, a custom C# tool? I knew that the most recent version of Microsoft Dynamics CRM had an improved out-of-the-box native import tool, but wondered how it compares to the other well-known tools. During this article I will discuss my experience importing data using the native data import tool and scribe. Using the Native Import Tool Using the out-of-the-box CRM data import tool I encountered a series of challenges. Immediately I noticed the contacts name was in one field, first name, last name, middle name, and of course “nick names” in quotes. The second column in the file was a text field with several skills separated by commas that were supposed to be child record […]
Need a Lift Getting Your Organization to the Cloud? Consider a CRM Online Starter Package
Are you a small business owner who needs sales force automation, but are not sure how to get started? Maybe you experimented with the Dynamics CRM Online Free Trial, but realized you need some help understanding the basics of CRM and applying them to your organization’s needs? Well now you have affordable packages available to you. FMT Consultants, a Microsoft Dynamics Gold Certified Partner, is now offering 3 Dynamics CRM Online starter packages. Each package varies in cost and services so you can choose the plan that best fits your needs and budget. The 1-Day CRM Online Starter Package The 1-Day CRM Online Starter Package includes a full day with one of our experienced CRM Consultants, they will visit you onsite and help you conquer the basics of Dynamics CRM Online. Beginning with Microsoft Dynamics CRM Online 2011 Sign-Up, a consultant will assist you as you access your new system […]
Microsoft Dynamics CRM for Sales
Microsoft Dynamics CRM has the ability to improve sales productivity by streamlining your sales process and empowering your sales team with fast access to useful data. Manage Work More Easily Manage customer e-mail, appointments, tasks, and contacts from a single business application Quick user adoption, working in CRM is a natural extension of Microsoft Office Outlook Improve Sales Qualification Spend time with the right leads and prospects Establish consistent follow-up process and automate sales activity with powerful system workflow Increase Sales Success Access relevant data to allow for a complete view of customers (interactions, orders, contracts, offers, relationships associated with the account) Increased visibility allows sales team to effectively offer the right product or service to the right customer at the right time Shorten sales cycle and improve win rates with lead and opportunity management, automated lead routing, sales process management, and competitor tracking Mobile Express for Microsoft Dynamics CRM […]
Top 5 Marketing Benefits of Microsoft Dynamics CRM 2011
Learn our top 5 reasons why Microsoft Dynamics CRM is great for marketing management! 1.    Effective Data Management - Reduce the time wasted digging through old data with Microsoft’s latest version of CRM. This software intelligently cleanses your data eliminating duplications and decreasing your cost per engagement. 2.    Reporting and Analysis Tools - Intuitive business intelligence tools built on Microsoft SQL Server and the Microsoft Office Systems allows you to manage business performance, quickly create reports, measure and forecast revenue, identify opportunities, and proactively manage service issues. Marketers can also track and record campaign performance - all inside CRM. 3.    Fully Utilize Customer Information - Provides instant access to complete customer information (including preferences, relationships, purchase history, and more) enabling your company to respond quickly to changing customer preferences, needs and emerging opportunities. 4.    List and Segmentation Tools - Deliver the right message to the right audience using intelligent list and segmentation tools to segment […]
FMT Consultants Partners with ClickDimensions to Provide Dynamics CRM Users with Marketing Automation Tools

Track Your Prospects from Click to Close with FMT Consultants and ClickDimensions

CARLSBAD, CA — October 27, 2011 - FMT Consultants, LLC is pleased to announce their recent partnership with ClickDimensions, a superior marketing automation solution. By partnering with ClickDimensions, FMT can offer clients a marketing automation tool that leverages their investment in their existing Dynamics CRM system.

Microsoft and FMT Consultants, LLC Team Up For Dynamics CRM 2011 Launch Event
Come See the Power of Productivity CARLSBAD, CA – February 7, 2011 – FMT Consultants, LLC is pleased to announce that it is teaming up with Microsoft to host a live, in-person Launch Event for Microsoft Dynamics CRM 2011 at the Microsoft San Diego offices in La Jolla (UTC) on Wednesday, March 16, 2011. "As a Microsoft Dynamics CRM partner since its initial release, back in 2003, we are excited to see Microsoft continue to make such strong strides in the CRM marketplace,” says Kevin De Pree, Executive Vice President for FMT Consultants. “This release clearly puts them ahead of the competition in both the quality of the product as well as the anticipated return on investment, especially at this low price point.” With this latest release, Microsoft Dynamics CRM 2011 has positioned itself as the market leader in Customer Relationship Management software. Dynamics CRM 2011 delivers a familiar user […]
Replacing a Dynamics CRM 2011 entity form with a Silverlight (or other) page.
I recently worked with a client, implementing Dynamics CRM, that had a very rigid order entry process.  Due to this fact, they had developed an in-house order entry application using Silverlight.  After much deliberation, it was decided that it would be easier to re-plumb the existing LOB application and leverage the business rules built into the form as opposed to re-creating the complex business logic in the Dynamics CRM 2011 order form using JavaScript.  The client wanted to leverage the search and list functionalities of Dynamics CRM while still using the existing custom order entry form; therefor an external link was not an option.  So the task at hand was to replace the order form with the Silverlight application. Method 1 The most obvious (and supported) method to do this was to add JavaScript to the CRM order form’s order_onload event.  We accomplished this by inserting the following to the […]
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