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Fall 2007

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PRODUCT UPDATES

Microsoft Dynamics CRM

Microsoft CRM 4.0 is just around the corner – estimated general availability is Q1 of 2008. The additional features and fine-tuning of the interface establishes Microsoft Dynamics CRM as a solid contender in the CRM space all the way up to the Enterprise level customer without feeling overly daunting for the small company users. Here are some of the features you can look forward to:

  • Duplicate detection
  • Report wizards
  • Expanded advanced find functionality
  • Availability of mail merge in the browser interface
  • Usability of custom objects and fields in mail merge
  • Capturing of mail merges as attachments
  • Enhanced email tracking options (using an email tracking token or not)
  • Multi currency
  • End user selectable multi language support
  • Enhanced workflow capabilities
  • Enhanced data import capabilities
  • Enhanced integration with Outlook (CRM account names in the Outlook contact’s company field)
  • And much more…

The Microsoft ASP offering will follow shortly after the General Availability release as will additional support for more languages.

Interested in learning more about Microsoft CRM 4.0? Please feel free to contact our Microsoft CRM Practice Director, Bill Goulette at (781) 530-3736, x104.

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SalesforceSalesforce.com

As you may know, phishing and malware are Internet scams that are on the rise. Unfortunately phishing is a reality on the Internet these days. Rest assured, Salesforce.com is taking every measure possible to protect users. Their actions include:

  • Actively monitoring and analyzing logs to enable proactive alerts to customers who have been affected
  • Collaborating with leading security vendors and experts on specific threats
  • Executing swift "takedown" strategies on fraudulent sites (often within an hour of detection)
  • Reinforcing security education and tightening access policies within salesforce.com
  • Evaluating and developing new technologies both for our customers and for deployment within our infrastructure. We will regularly update you on these security innovations.

In addition to the efforts made by Salesforce.com, they also recommend that customers implement the following changes to enhance security:

  • Modify your Salesforce implementation to activate IP range restrictions. This will allow users to access Salesforce only from your corporate network or VPN, thus providing a second factor of authentication.
  • Educate your employees not to open suspect emails and to be vigilant in guarding against phishing attempts
  • Use security solutions from leading vendors such as Symantec to deploy spam filtering and malware protection
  • Designate a security contact within your organization so that salesforce.com can more effectively communicate with you. Contact your salesforce.com representative with this information.
  • Consider using other two-factor authentication techniques including RSA tokens and others

Salesforce.com is committed to staying on top of any security concerns. If you have any questions, please contact us. In New England, contact Jay Rivard at (781) 530-3736 x102 or jrivard@harvestsolutions.net. In Florida, contact Enrique Rairan at (954) 734-2837 or erairan@harvestsolutions.net.

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