Dynamics CRM for Outlook – Shared Calendars

Getting Dynamics CRM for Outlook to play nicely with Shared Calendars can be as simple as unticking a box...

The Activity Roller Coaster

Adviser activity is a roller coaster ride.

What every business would really like is that activity cycle smoothed out a bit. Even if the highs aren't quite so high, at least the lows aren't as low. Breeding consistency into a planner force is no easy task. Especially fighting natural human tendencies that a lot of us have.