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Preview: Ron De Giusti (A CRM Consultant from Vancouver)

Ron De Giusti

Technology rants on MS CRM, social media, Apple, Google, Microsoft, and more

Last Build Date: Thu, 19 Apr 2018 05:01:55 +0000


How To Reduce Data Migration Cut Over Timerdegiusti

Fri, 05 Dec 2014 23:10:39 +0000

Alan and myself, Ron De Giusti, took some time to discuss how we reduce our data migration cut over time in projects. by Ron De Giusti with Purely CRM Solutions Inc. Advertisements

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Canadian Information Privacy (BC): FIPPA or PIPA?rdegiusti

Wed, 08 Oct 2014 15:52:15 +0000

What is FIPPA and PIPPA? FIPPA (Freedom of Information and Protection of Privacy Act) and PIPA (Personal Information Protection Act) give Canadian individuals a right to access, and request the correction of, personal information held about themselves as records by organizations.  It also includes the specifications identifying the prevention of unauthorized collection of personal information […]

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2014 XOXO Fest, inspiring my craftsmanship for CRMrdegiusti

Sun, 14 Sep 2014 23:54:10 +0000

Why I Chose to Attend the 2014 XOXO Fest I do CRM.  That is what I do.  Yes, I know it is not art.  Yes, I know it is about “the man” and businesses “increasing operational efficiencies”, but I truly feel that there is an artistic side to the work I do.  I love helping […]

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Tasks in Outlook versus CRM versus SharePointTasksrdegiusti

Thu, 04 Sep 2014 03:45:45 +0000

Why write this blog post? Microsoft currently has a 51% worldwide market share of the business email and collaboration market according to the Radicati Group; and, I would be willing to wager that the percentage is much, much higher in the North American market.  As consultant, I am in and out of many different organizations that […]

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SharePoint and CRM: Managing Organization InformationrdegiustiDocument TaxonomyMain Content TypesParent Child TaxonomyCRM Columns for SharePoint Documents

Wed, 14 May 2014 00:25:14 +0000

Start with your organizations document taxonomy After determining which documents are worth retaining, either because you have to legally or they hold some value, your next step is to look at your organizations document taxonomy. The following image provides details around the taxonomic information you must collect (i.e., what metadata, content types, parent content types, […]

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CRM 101: It Starts With Workflowwpid-featuredImage.pngrdegiusti

Thu, 03 Apr 2014 14:17:29 +0000

      All Projects Start With A Look At The Workflow   Before you can even begin to look at scoping a project or looking at the high level dollar estimates, we have to know what processes we are trying to tackle, who is involved in those processes, and what existing systems are in […]

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Dynamics CRM Rollup 16 Highlightsrdegiusti

Wed, 02 Apr 2014 00:48:04 +0000

  Here are some of the highlights of Rollup 16 for Microsoft Dynamics CRM Email attachments are not being deleted from the dbo.Attachment table when their parent record is deleted. When you select an email that is tracked in CRM, and you have the reading pane viewable for emails, Outlook may hang or become unresponsive. […]

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I Logged Into Dynamics CRM Without A License?wpid-featuredImage.pngrdegiusti

Mon, 31 Mar 2014 17:37:56 +0000

  original photo link & credit What’s Wrong? I recently logged into a customer’s Dynamics CRM Online with an Admin account providedby the customer, but I couldn’t see any menu items except for the dashboard?  I was puzzled, so I went to Settings | Administration | Users and made sure the Admin account I had logged […]

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Microsoft Dynamics CRM 2013 Software and Hardware Requirementsrdegiusti

Thu, 20 Mar 2014 18:28:29 +0000

Here is a quick excerpt from the Dynamics CRM 2013 Implementation Guide on the software and hardware requirements … The following products, technologies are no longer supported with CRM Dynamics 2013: Windows XP Microsoft Office 2003 Microsoft Exchange Server 2003 for email routing and tracking Internet Explorer 7 Windows 2000 Server Active Directory forest and domain […]

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My Sketchnotes From Nancy Duarte Talk At #SXSW14rdegiustiPresentingTheNextBigIdeaBecoming A Visual Storyteller

Mon, 10 Mar 2014 16:06:20 +0000

Here are the sketch notes I took yesterday during a talk by Nancy Duarte.  I have Nancy Duarte’s book “Slide:ology” and am a big fan. You can click on the images to make them larger. by Ron De Giusti

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