We recently launched Order Entry for Microsoft Dynamics as a web based solution that seamlessly integrates with Microsoft Dynamics CRM & ERP solutions. An obvious question – why another Order Entry solution offering in the Microsoft Dynamics world where a variety of Order Entry options already exist? There are several reasons : There are no [...]
continue reading...Microsoft Dynamics CRM experts offer advice, training tips and customer updates to help existing users of Dynamics CRM get the most out of their customer relationship management software system.
Existing and Ongoing Data Needs in Regard to your CRM Software
Without data, your CRM software is ineffective. So how do you manage your current data imports from tradeshows, website information, integrations from other systems? That is just the question that many people wrestle with after having made the decision to utilize new CRM software or to switch from one software package to another. Luckily features [...]
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Last week I decided that I really needed a new dashboard in my CRM for 2012 and I wanted to share with you how easy it was to create and how much more productive I am as a result. In my role, I need to manage my leads effectively in order to transition them into [...]
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If you schedule phone calls in Microsoft Dynamics CRM, you will notice that they synchronize to Microsoft Outlook as tasks. This is great, as you will see them from Outlook, and they will remind you when they are due. However, you may notice that the phone call task does not include the phone number for [...]
continue reading...One of the great set of tools provided by the CRM 2011 SDK are the SDK Extensions which provide the OrganizationServiceContext for accessing data in CRM. The OrganizationServiceContext provides a way to access CRM and provides features such as change management, exposing an IQueryable interface, implementing a LINQ query provider, and providing caching services. It [...]
continue reading...One of the new features introduced with Update Rollup 5 for CRM 2011 was the introduction of activity feeds to CRM. Activity Feeds give users the ability to monitor what is happening to various business entities. The out of the box functionality includes auto posts that include activities such as status changes in business entities, [...]
continue reading...One of the best approaches to learn CRM is to have a sandbox. A lot of recommendations out there suggest having your IT administrator provide you with a CRM sandbox to play in. That is fine and is surely a good idea, but personally creating a sandbox will certainly give you the satisfaction of getting [...]
continue reading...Back to Part 1… Microsoft Dynamics CRM 2011 Standalone on VirtualBox Part 1 2: Add the ASP.NET role service: Install CRM 2011 Great! We are ready to finish and fulfill our goal. From the host machine unmount the SQL Server 2008 R2 and mount the Microsoft Dynamics CRM Server 2011. When you mount Microsoft Dynamics [...]
continue reading...Microsoft Dynamics 2011 Activity Feeds provide real time notifications and quick sharing of information via quick, short updates. The solution is available on the Dynamics Marketplace here. If you are an online user, and you do not use multiple forms on the entities you want to highlight, simply download, import and publish the solution. You [...]
continue reading...Adding a button to a Form is a great way to add additional functionality right where the user is already focused. Today we are looking at a few different approaches to adding a button. First, we’re looking at handling the upgrade for those of you who have already used the 4.0 button inside of 2011 [...]
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