Microsoft Dynamics CRM tips and tricks

Tips & Tricks to Implementing CRM 52% of all CRM projects fail to meet customer expectations. We often hear that a CRM system is a key investment companies make to enable and measure the success of marketing campaigns and to boost sales performance.  But does it really work?  Research shows that CRM implementations often under deliver.  …

Implementing CRM – 7 Tips and Tricks that Will Save Your Project Read More »

Dashboards in Microsoft Dynamics CRM act as a tool to get you up to speed and in-context with the areas of your business that you care about each time you open Dynamics CRM. They can assist you in anything from pursuing the best leads for that day, to following up on your most urgent activities, …

Understanding and Personalizing Dashboards in Microsoft Dynamics CRM 2013 Read More »

How to add Telephone Number Standardizing Javascript to CRM 2011 and 2013: Instructions for CRM 2011: The script found below will take a string of 10 numbers and convert them to the following format: (###) ###-####. Identify the script to be used: function FormatPhoneNumber(fieldName) {     var oField = Xrm.Page.getAttribute(fieldName);     var sAllNumeric = oField; …

How To: Standardize Telephone Numbers with Javascript in Microsoft Dynamics CRM Read More »

Whether you’re in the market for a CRM system or are new to Dynamics CRM, I’m sure you’ll be glad to hear that Microsoft Dynamics CRM 2011 can easily be personalized to accommodate a user’s unique work style.  To see how this works, here’s a demo of Dynamics CRM’s personalization capabilities available on YouTube.  For any of …

3 Features That Make it Easy to Personalize Dynamics CRM 2011 Read More »

One of the many things that make Microsoft Dynamics CRM so popular among businesses of all sizes is the ease with which users can get up and running.  Unlike many competing systems, Dynamics CRM’s user interface looks and feels remarkably similar to the Microsoft Office software so many of us depend on to get our …

Quckstart Guide Offers Great Tips and Tricks for Microsoft Dynamics CRM Beginners Read More »

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