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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘North Dakota CRM 2011 Partner’

Overcome Personal Dashboard Errors in CRM 2011

One of the big new features in Microsoft Dynamics CRM 2011 is the use of Dashboards and Charts that are available at a glance instead of having to run a report.  One of our clients has a lot of people out in the field and they wanted to be able to view a report in […]

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Time Savers in CRM 2011: Recently Viewed and Pinning Records

When you are evaluating CRM software, you want to choose one that will be easy to use and save you time. One time saver in  Microsoft Dynamics CRM 2011 is the ability to keep track of your most recently viewed records. You can “pin” records that you use frequently. Wherever you are in CRM, you will see […]

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Save Valuable Time with the Export for Re-import Feature in CRM 2011

Do you ever utter the words, time is money?   How often do you find yourself exporting a list from CRM to Excel, analyzing the data, making changes within the spreadsheet?  Now rather than going into each individual record to make that change you can simply reimport the information and update all the records at once.  […]

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Get Motivated with Goal Management

In every job I’ve ever had there have been goals to achieve.  Depending on the organization there is a lot of time, thought, and energy that goes into defining them and rolling them up to the various levels of management. Even in my personal life, I’ve set goals for myself whether it is fitness, health, or […]

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