This is the first of a two-part post intended to get you thinking about Microsoft Dynamics CRM data migration and integration prior to the start of your project. Most Microsoft Dynamics …
Posts Tagged ‘Microsoft Dynamics CRM Southern California’
Microsoft Dynamics CRM Record Count Reports
I was working with a client the other day that requested help with an SSRS report. You see, this client wanted to create Microsoft Dynamics CRM Record Count Reports. This …
5 Keys to a Successful Dynamics CRM Discovery Session
Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. …
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Microsoft Dynamics CRM Business Rules - Who Needs Required Fields?
With Microsoft Dynamics CRM necessity can definitely be the mother of invention. And using Microsoft Dynamics CRM Business Rules can help with the invention part . . . We have …
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Microsoft Dynamics CRM: Sales Leads vs. Opportunities
A Microsoft Dynamics CRM user from the other side of the globe hit me up on the xRM³ contact us page recently. Here is what they wrote, “I am a sales …
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Using Marketing Lists to Enhance Advanced Find
Advanced Find is one of Dynamics CRM’s best features. It allows us to dig deep into our data without needing to understand the complexities of database relationships, SQL or FetchXML …
8 Key Takeaways from Microsoft WPC15
We are back from Microsoft WPC15. We survived our excursion into the swamp lands of Orlando for Microsoft WPC15! Heat, humidity, alligators, tourists, miles between sessions and meetings, 15,000 attendees, …
7 Ways To Avoid "My CRM From Hell"
Some of you who watch the Animal Planet channel may know about a show called My Cat from Hell. In each episode Jackson Galaxy, a musician by night and cat behavioral …
Dynamics CRM Custom Workflows
Just the other day, I received an inquiry from a colleague in regard to running Microsoft Dynamics CRM custom workflows against all the child records of an entity. The entity …
