Cobalt Blog

Associations Should Track Member Engagement from All Levels


by Chris Capistran on February 14, 2017

Early last year I wrote an article about how it was time for associations to do away with what I called “vanity metrics.” As I explained at the time, “a membership director might brag that their association’s membership has grown by 20 percent, which sounds impressive, but it might be hiding a member retention issue.” […]

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Dynamics 365: Finally a Right-Sized CRM/ERP System for SMBs


by Chris Capistran on February 14, 2017

For years now, many small-to-medium-sized businesses (SMBs) have had to make a difficult decision, and that is whether to invest in enterprise resource planning (ERP) or customer relationship management (CRM) software. While larger companies can afford the expensive licensing fees and custom integration for both, smaller businesses have been forced to pick one over the […]

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dynamics 365 small business

What Server Logs Are Useful for Troubleshooting Dynamics CRM


by William Murphy on December 29, 2016

When troubleshooting a Dynamics CRM installation, there are a number of different logs that can be useful to users. Today I want to talk about what these logs are, and what sort of information they contain. This information applies to an on-premise installation of Dynamics CRM and should be applicable to CRM 2011, CRM 2013, CRM 2015, and CRM 2016.
    
Windows Application log

The first log I want to talk about is the Windows Application log, which is available through the Event Viewer application on the server running Dynamics CRM. Many errors that occur in the application pool managed by this server are logged here, showing up with either the severity of “Warning” or “Error.” If possible, when I discover that CRM is behaving unusually, I experiment to isolate the smallest number of steps that will reproduce the error. After I do this, I will reproduce the error several times.

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crm

Why You Should Provide a Knowledge Base for Your Customers


by Brian Webb on December 22, 2016

knowledge base.jpg

If you sell any kind of product or service, no matter how simple, your customers will encounter problems that need to be solved. And the more complex the product is, the more often problems arise. This is why any sufficiently large organization has a customer service department that is optimized for dealing with customer problems efficiently and quickly.

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crm customer support knowledge base

4 Signs It’s Time for a New AMS


by Chris Capistran on December 15, 2016

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ams Associations

Innovative Ways You Could Use Microsoft’s Flow


by Aiden Kaskela on November 24, 2016

Microsoft recently debuted Flow as a straightforward way to seamlessly integrate dozens of different products and services like Dynamic CRM, the entire Office suite, Google Docs, and even SalesForce. The platform is growing by the day and has over 300 generated templates for you to get started, and customizing them or starting your own is quick and easy. Let’s take a look at some of the best Dynamics CRM templates and how you can use them to offer better service and grow your business.

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crm