Articles By: BDO Solutions

3 Tips to eliminating confusion with CRM 2011 Rollup Updates

With the recent flurry of CRM 2011 rollup updates (revisions) that have been released it has become harder and harder to determine what features are available in a certain CRM environment just by looking at it. In this blog I will show you how to find out which version you are running and how to …

3 Tips to eliminating confusion with CRM 2011 Rollup Updates Read More »

Make vs. Buy – Making the right decision when extending CRM 2011

Microsoft Dynamics Customer Relationship Management (CRM) 2011 has many built-in tools that allow you to customize your installation to your organization’s requirements.  The included user-friendly customization features, workflows, dialogues and dashboards are powerful ways to shape your CRM environment and the way your users interact with CRM.  But sometimes that isn’t enough.  You need to …

Make vs. Buy – Making the right decision when extending CRM 2011 Read More »

Controlling Microsoft Dynamics CRM Data Changes Through Workflows

One of the most common Microsoft Dynamics  CRM requests we receive relates to controlling which users can access the information on a form, and limiting the modification of some data fields to only specific users. While CRM 2011 offers field level security, this functionality is not available in CRM 4.0. On a recent project, we …

Controlling Microsoft Dynamics CRM Data Changes Through Workflows Read More »

Microsoft Dynamics CRM - Different Form Versions for Different Users

Have you ever found yourself wishing you didn’t have to scroll past unused fields in your CRM software? Maybe people in other departments need them but your department doesn’t. Or, maybe you have sensitive information that needs to be captured and you don’t want everyone in the company to be able to see it. Or, …

Microsoft Dynamics CRM - Different Form Versions for Different Users Read More »

Microsoft Dynamics CRM: Next Generation Integration

Starting this article with a title that rhymes compliments the smooth rolling transition of steps, on the topic of integrating data, that I wanted to write about today. Recently working with a client who had a SQL based Enterprise Resource Planning (ERP) system, and a requirement to present some ERP data in Microsoft Dynamics CRM …

Microsoft Dynamics CRM: Next Generation Integration Read More »

Revisiting your Microsoft Dynamics CRM implementation to maximize ROI

In the last few years you’ve made a substantial investment in your Microsoft Dynamics CRM system, in both time and money.  Now think back to that implementation.  Were there items on the wish list that were left out of scope for the project due to resource constraints?  Now that the system is up and running, …

Revisiting your Microsoft Dynamics CRM implementation to maximize ROI Read More »

Mark a Task as Complete, and Automatically Prompt to Create a New Task

Recently, a client requested that a dialog process start immediately after a task or phone call was marked as completed, to prompt the user to create a follow up task or phone call. For this example, I am only showing how to create a follow up dialog from task records that have accounts linked to …

Mark a Task as Complete, and Automatically Prompt to Create a New Task Read More »

eXtremeCRM 2012 Las Vegas is the Can’t-Miss Conference for Microsoft Dynamics® CRM Partners

There is no place like eXtremeCRM 2012 Las Vegas.  For Microsoft Dynamics CRM partner organizations, it is the annual conference to attend to nurture best practices, facilitate business growth, and educate each organization member.  I am pleased to be able to present at this year’s conference.  The highly anticipated conference will be held in Las …

eXtremeCRM 2012 Las Vegas is the Can’t-Miss Conference for Microsoft Dynamics® CRM Partners Read More »

Send Faxes from Dynamics CRM 2011: A How To Guide

Having been recently faced with the following client request: “We need to send faxes occasionally, can CRM do this automatically?” Coupled with the constraint of “minimal budget” I got to thinking about a way to beat the bank and have CRM do more than just store a number for our lesser used, dust gathering facsimile …

Send Faxes from Dynamics CRM 2011: A How To Guide Read More »

Maximize Project Efficiency with Microsoft Dynamics CRM 2011

Are you a professional services firm that needs to track and bill time?  Do you need to manage projects, keep track of products and services sold, manage client relationships and communications, manage and forecast your sales pipeline, track service incidents and analyze real-time data to monitor the health of your projects and business?  Are you …

Maximize Project Efficiency with Microsoft Dynamics CRM 2011 Read More »

 

Show Buttons
Hide Buttons