Articles By: The Resource Group

Using the Import Tool in Microsoft Dynamics CRM to Update Existing Records

By Mike Smith, The Resource Group Keeping a customer database up-to-date can be a time-consuming, tedious task.  While customer records can be individually opened and modified within Dynamics CRM, this is a very manual process which can consume many hours and is error prone due to individual record updates. One of the features in Microsoft …

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Add A Personal Touch To Your Microsoft Dynamics CRM System

By Mike Smith, The Resource Group Please note: this customization is not supported by Microsoft, make sure to take any and all precautionary measures when performing the customizations detailed below. Microsoft Dynamics CRM is a very customizable program, allowing the creation of custom entities and attributes that your organization may require.  In addition to these …

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Unlocking The Power Of Microsoft Dynamics CRM: Middle Entities

By Mike Smith, The Resource Group The ability to create custom entities and relationships in Microsoft Dynamics CRM is virtually limited only to one’s imagination.  Lately, I have seen an ever increasing need to capture data specific to the relationship between entities. A common example of this is the relationship between Accounts and the Products …

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Salespeople Buy-in – The Key to a Successful Microsoft Dynamics CRM Implementation

By Earl Hunt, The Resource Group When implementing Microsoft Dynamics CRM in your organization, the real key to a successful implementation is the commitment to use the system from your Salespeople.  As it turns out, this is often the most difficult group to persuade.  Salespeople are independent by nature, and resist anything they view as …

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