Changing Client Reporting Needs of Wealth Management Clients Industry reports such as the World Wealth Report by Capgemini and Merrill Lynch, are consistently showing that client reporting is a key area that clients are looking for their wealth management providers to improve. Clients are not looking for st
SharePoint 2010 Farm Configuration Wizard I used it several times and was not sure if I want to run that in the production environment. Everybody at SharePoint Best Practices conference this week anonymously mentioned that NO – DO NOT USE THIS WIZARD IN PRODUCTION. It is the worst practice
Missing Save buttons on Address The other day, our client brought an interesting issue to our attention. On the address form, both the ‘Save’ and ‘Save and Close’ buttons were missing on the header of the form; the address record could not be saved and linked to a con
What Makes a Successful IT Project A lot of people think a successful IT project is driven by technology. While technology is important and has to be capable of doing the job, its only one piece. A big part of any IT project is change management. Users are being asked to change
Error: Failed to install Active Directory Domain Services binaries I was adding an additional domain controller (Win 2008 R2) to the domain in our CRM Hosted environment this weekend, and I ran into this error when installing the AD Domain Services role: Active Directory Domain Services Installer : Failed to instal
Mail Merge issues in Windows 7 We have a number of clients who are using the latest and - in my opinion - greatest version of Windows – Windows 7. Also, with the price of memory dropping to new lows, users are opting for a 64-bit version of Windows 7 (to address the 4GB RAM li
Constructing URLs in CRM Workflow Consider the example below: On a contact record, I have an attribute called Full URL that is a complete URL and two other partial URLs (a root and suffix) that combined would create the same full URL. If I use these fields in a workflow e-mail li
Outlook 2010 – Adding a Quick Step to create an appointment from an email What are Quick Steps? Quick Steps are easy-to-use one-click buttons which perform multiple actions at once. If you file your mail, they can be a life saver – one click and that conversation is filed away and marked as read. If you send e-mail to th
Is there a difference in software companies? There are lots of differences, but two of the key ones are easily identified and determine the approach they provide for their clients. Both are good, under the right circumstances based on the requirements the buyer has defined.
Not to oversimpli
Scribe 7.0 Released Having worked on a number of data and application integration projects over the years, a fairly predictable trend has emerged: more complex requirements with greater detail and less effort. The release of Scribe 7.0 is another significant step forw