The November Service Update of Microsoft Dynamics CRM 2011 brought us dialogue capabilities. Dialogues are a new and efficient way to assist CRM users in data entry. Not only is the entire process customizable but it can help managers ensure that they are getting accurate and helpful information. What might you use it for, you [...]
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Investment Banking: Making Connections in CRM 2011 with Dialogs
Up until recently my favorite feature of CRM 2011 was Connections. Thanks in part to blogs like this one from our own Joel Lindstrom and some experimenting another feature has moved into a tie for first: Dialogs. Combining the two together makes for a recipe to solve a lot of different business and application design [...]
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