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CRM and Outlook
This is easy. Access your CRM data within Outlook. There are two reasons I like to access Microsoft CRM using Outlook:1.) I have Outlook open all day long and if I need to get to some CRM data, my CRM...
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Pivot Table Integration
We are always asked about the reporting capabilities of MS CRM. Here's a simple and compelling example. From a view, a user can create a dynamic link to an Excel Pivot Table, that provides interactive...
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Another Benefit of Excel Integration
I was putting together a Marketing List in CRM 3.0, and reviewing existing Marketing Lists. I was frustrated by the fact that the Marketing List Membership view only includes the fields: Full Name,...
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Campaigns, Champagne, and More
I’m responsible for producing a live prospect event for RBS. I’m hoping to attract prospects with whom we’ve already talked, and have them attend an event to get hands-on experience with Dynamics GP.I...
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Pushing a contact record to Microsoft outlook client as a Vcard
I was doing some research the other day and found an article that described how a contact from CRM could be pushed to Microsoft Outlook as a Vcard, one by one at the push of a button.This also can be...
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Just Do It
Microsoft offers a free 30-day trial of CRM. If you're at all interested, you really owe it to yourself to at least get some hands-on experience with the product.We're working with several CRM...
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Just Do It - Part 2
Microsoft has a Resource Center that provides a number of videos and articles to introduce you to CRM. In particular there is a video that will give you a brief overview of Dynamics CRM. You should...
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Steps to Set Up Outlook to Use the CRM Address Book / Contacts
This came from an internal source (Neil Harman, who's too shy to blog) and I thought I'd pass it along:You might find this useful to resolve CRM to Outlook sync issues. The objective is to see the CRM...
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Analytics Accelerator
I just installed the Analytics Accelerator for CRM 4.0. I installed it on the standard VPC image from Microsoft.The documentation to do the initial install is excellent.There are some good reports that...
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Enterprise Search for CRM
I just installed the new CRM Accelerator for Enterprise Search onto the standard VPC image for CRM. It was easy to do, and I learned a bit more about MOSS.This functionality is immediately useful to a...
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E-mail Templates and Quick Campaigns in Dynamics CRM
This short video shows you how easy it is to create an e-mail merge with CRM 4.
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Tracking Customer References
Occasionally a sales prospect will ask for customer references, and we are always happy to comply. But because we value our existing customers so much, we don't want to "wear them out" with repeated...
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Using the Outlook Interface with Dynamics CRM 4.0
This video shows the basic use of the Outlook interface for Dynamics CRM 4.0. The Outlook interface helps improve user adoption of Dynamics CRM, and facilitates the use of CRM functionality.
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Creating a Simple Workflow in Dynamics CRM
This video shows how to create a simple workflow in Dynamics CRM, attached to a lead, that automatically creates an e-mail message, and an activity to track an initial phone call to the lead.
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Lessons Learned: CRM 4.0 Adapter for GP 10.0
We are excited about this new integration, so we jumped right in, and installed it on our production systems. Our systems engineer is a genius, and what follows are his comments related to his...
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Adding Last Activity to Contact in CRM 4.0
I have wanted to have information about the last activity for any specific contact to be displayed on the contact record and in various views, and found an easy way to do it. I was helped a great deal...
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Two Types of N:N Relationships in CRM
I recently made use of the two types of N:N relationships available in CRM 4.0: Native N:N Relationship – CRM automatically creates the relationship between two entities. Manual N:N Relationship – A...
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Add a QuickList to CRM
For awhile I’ve had a problem with CRM that I’ve been hoping to solve with out-of-the-box functionality. I finally came up with some quick customizations that will do it. So, this is the problem: I...
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