Cobalt Blog

How Much Should You Customize Your CRM?

by Kristen Knox on Oct 6, 2016 11:37:38 AM

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How Associations Can Use Member Surveys to Improve Their Offerings

by Simon Owens on Sep 29, 2016 10:36:12 AM

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Associations, ams, association management software, surveys

Microsoft Dynamics CRM Online and Office 365: A Match Made in Heaven

by Mary Davis on Sep 22, 2016 12:29:36 PM

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Microsoft Dynamics CRM, Office 365, CRM

Bulk Update Record Owners Through SQL

by Nathan Hartmann on Sep 21, 2016 6:00:29 PM

Reassigning records in Microsoft Dynamics CRM can be useful, especially when a user of an organization decides to leave. What is not useful is when the process built into CRM fails to do so. This process can fail for a number of reasons including a process timing out, the process getting stuck on the “Reassigning records…” dialog, or third party code preventing such a thing from happening (if you own your product, this is actually a known bug depending on what version you are on). Rest assured – there is a simple solution to this, even though it’s not “supported” by Microsoft (it hasn’t caused any problems for current customers that need us to do this for them). This solution will only work for people who are using an On-Premise version of CRM and have direct SQL access.

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Why your AMS Shouldn’t Do Everything

by Chris Capistran on Aug 31, 2016 6:30:12 PM

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association management software

When Will Microsoft Make Its E-Commerce Play?

by Russell Inman on Aug 23, 2016 1:51:12 PM

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Microsoft Dynamics CRM, e-commerce, oracle, salesforce

Dynamics CRM 2011 Holdouts: It’s Time to Upgrade

by Chris Capistran on Aug 8, 2016 2:33:52 PM

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CRM, crm online, crm 2011

RFI, RFQ, & RFP: What’s the Difference?

by Russell Inman on Jul 13, 2016 4:34:45 PM

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CRM, rfq, rfi, rfp

How We Built a Chat Bot for Dynamics CRM in 8 Hours at EXtremeCRM

by Michael Ochs on Jun 23, 2016 11:27:54 AM

If you’ve never attended the eXtremeCRM innovation challenge and you’re wondering what it’s like or whether you’re cut out for it, I can tell you it’s one of the most worthwhile things you’ll do as a CRM developer in your career.

Here’s a rundown of my experience:

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CRM, extreme crm, chat bot

How Associations Can Use Their AMS to Improve Their Events Offerings

by Simon Owens on Jun 13, 2016 11:10:07 AM

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Meetings & Events, ams, conferences