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

 
 

Microsoft Dynamics CRM experts offer advice, training tips and customer updates to help existing users of Dynamics CRM get the most out of their customer relationship management software system.


With the release of Microsoft Dynamics CRM 2013 just around the corner, now’s a great time to get up to speed with the new product enhancements and what they mean for your organization. Join Affiliated on November 6, 2013 at 12:00 p.m. for an informational webinar "What's Coming in Microsoft Dynamics CRM 2013 and What it Means for […]

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In CRM 2013 Microsoft introduced the Social Pane, also known as Record Wall, that allows CRM users to view and create social posts right on the record. The social pane is located right at the center of the record form, and the user can see posts automatically generated, such as when the record is created. […]

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Microsoft Dynamics CRM Versus Saleslogix: Feature Comparison A prospective customer asked us the difference between Microsoft Dynamics CRM and SalesLogix functionality so we’ve put this feature comparison between the two products.   SalesLogix Microsoft Dynamics CRM Marketing Automation Static Marketing Lists Dynamics Marketing Lists Campaign Management (Traditional) Campaign Activity Distribution to Record owners Event Based […]

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We had a potential customer contact us with a unique problem – they were building out their Dynamics CRM solution, and they encountered the limit on the maximum number of fields an entity can have well before they were finished adding all the fields that were needed.  Out of the box, the Account entity in […]

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I was creating a Workflow for a client in Microsoft Dynamics CRM 2011. It was a simple process; when an Opportunity field was updated (in this case, Rating was set to HOT), the client wanted the related Account record to automatically have its Status field updated. On my first pass the Process Properties looked like […]

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Never willing to call a bug a bug, Microsoft support was able to confirm to me that “by design” the importing of the Connections entity in CRM 2011 does not function in a worthwhile manner (as of Feb 2013). The issue stems from being unable to tell CRM to which entity type you are connecting. […]

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I’ve pulled together a selection of reminders and tips that I like to share with my clients to help them make the most of using Microsoft Dynamics CRM. Set your Internet Explorer to tab settings In Internet Explorer click on the wheel in the upper right corner.       A box opens, under the […]

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Are you about to launch a direct mail marketing campaign? Direct Mail campaigns are a lot of work, and it can get a bit hectic. With the mail merge feature in Microsoft Dynamics CRM (www.mig.com/DynamicsCRM) you can easily print a marketing list out as mailing labels. The feature merges your Microsoft Dynamics CRM Online data […]

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Microsoft has been prepping for the CRM Online transition to the MS Online Services Environment, which is the administration and billing environment that Office 365 and other online services utilize.  New CRM orgs created on or after July 19th, 2012 have already been utilizing the Online Services platform. Orgs created prior to that were done […]

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We are pleased to announce that the newest Rollup for Dynamics CRM 2011 is out! This is a tested, cumulative set of updates. It includes performance enhancements that are packaged together for simple and easy deployment. Our favorite fixes? Take a look!  "Show Selected Views" does not work in CRM Dashboard. Adding a mail template in CRM after […]

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