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The Microsoft Dynamics CRM team continues to execute against a vision to help organizations better attract, retain, and grow their customers. Our goal is to deliver more compelling finished applications, modern user experiences with simplified user interfaces, and an open and extensible platform for...

A great post from David Pennington in our Product Marketing Group Working in marketing on the Microsoft Dynamics CRM team means I get to work with a lot of amazing and unique customers and find out ways that they are benefitting from using our solutions. I have the great fortune of learning about...

What a journey it's been over the past six years! ... from the ground-breaking CRM 3.0 release, to full multi-tenancy with CRM 4.0, and the amazing user experience of CRM 2011... with the launch of CRM Online in 2008, a global roll-out in 2011, and six more Online service updates along the way ... and...

Data. You've got a LOT of it. You use it every day for reporting and analysis to determine effective campaign management to your clients and prospects. But with 600 Tweets , 20,000 Bing searches, and 700 Facebook posts per second, marketers are no longer in control of their brands, thanks to the real...

A frequent request from the customers of Microsoft Dynamics CRM 4.0 was the ability to add attachments to bulk email. Some users were also looking for a mechanism to use email templates when distributing Campaign Activities and Quick Campaign. There were also requests to allow usage of attachments in...

Imagine how productive a Marketing manager would be if she can target all her customers by creating a marketing list which keeps itself auto updated based on a criterion. Read on to find out how Microsoft Dynamics CRM 2011 makes her job simpler. This article talks about the newly introduced Dynamic Marketing...

The CRM Engineering Excellence team is pleased to announce the release of the white paper, Microsoft Dynamics CRM 4.0 - xRM Application Scalability Study , which is available for download from the Microsoft Download Center at: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID...

If you read German you may have caught some exciting news coming from Bonn, Germany and directly from CeBIT (Hanover). Microsoft and Deutsche Post   announced a strategic marketing partnership for hosted CRM services that enables businesses to access combined customer relationship management, dialog...

Today's guest blogger is CRM MVP Leon Tribe who is a Microsoft Dynamics CRM consultant based in Sydney, Australia. You can read more by him at his blog Leon’s CRM Musings . In this article I will attempt to explain why traditional CRM systems only capture a fraction of the customer activities regarding...

Internet Leads are prospective customers interested into your business online. You can use your favorite search engine marketing tools or expertise as a starting point for integration into a solution using Microsoft Dynamics CRM Online . Online Lead Generation is a marketing term that refers to the...

Today’s guest blogger is Jerry Weinstock who is the Business Development Manager at CRM Innovation a Microsoft Gold Certified Partner. CRM Innovation builds functional enhancements and codeless solutions for Dynamics CRM 4.0. There are many attributes that come with the CRM system. Most of them have...

Not so long ago I had the UNIQUE opportunity of presenting Microsoft Dynamics CRM Online to a large audience where the presentation tool could not facilitate a live demo.  In order to conduct this demo I had to create a PowerPoint presentation containing screen shots to demonstrate each aspect of...

As more than 4,000 of you out there have already discovered, we recently released a User’s Guide for Microsoft Dynamics CRM 4.0 . The Microsoft Dynamics CRM 4.0 User’s Guide includes all of the basic end-user information available in Help, including documentation on sales, marketing, and...

Forecasting is an interesting area in marketing. In Microsoft Dynamics CRM data can be collected and reported on to aid with forecasting and analysis of the results of a marketing campaign. I’m considering writing an article about creating and using this data in Microsoft Dynamics CRM, but I’m having...

When creating a new Marketing List from the detail form you will notice that the Member Type field has no default value, you must select what the member type should be. The Member Types allowed on a Marketing Lists are restricted to Account, Contact, or Lead. These values are not customizable, but there...

The ability to Customize the List Member View of a marketing list has not been made available in the Customization area of the UI, but can still be achieved with the UI in other means by using the Advanced Find feature. Fig 1: Marketing List Detail Form displaying “List Member View” A Marketing List...

This gave me a chuckle. JaAG

Ever wanted to narrow down your marketing campaign to right set of target customers, and avoid the expenses of floating the campaign to all the customers? The Marketing list in Microsoft CRM allows you to do that in a very simple and easy way. Consider this, you wish to contact over phone all your accounts...

I believe that few people disagree that the performance of marketing investments has a far-reaching impact on an organization's ability to compete in an increasingly complex world. I believe following are the typical concerns of Marketers lately 1. How can I have a complete view of my customer...

For some strange reason the subject of Weighted Revenue has been on my mind lately. Strange in the sense that I don’t own our Opportunity Management feature and I haven’t written an sales pipeline report in a while. Perhaps I’m having flashbacks to an earlier stage in my career where I was obsessed passionate...

Businesses need information to make decisions and respond quickly to changes in its business operations, competition, and customer needs. The format and delivery of that information in a consumable and actionable way is just as important as the information itself. Executives want a high level summary...

Your organization may send hundreds of thousands of e-mail messages, faxes, direct mail, and other marketing material each year, hoping to grow your business. Using Microsoft Dynamics CRM 3.0, you can record or capture responses to various marketing campaign activities. Microsoft CRM includes four...

Continuing our series of guest speakers, here is Daniel Petersen of Applied Tech : We are a 15 employee SMB IT provider who has been using Microsoft CRM in house since 1.0. Initially, we had been using CRM primarily for the service functionality to track help desk cases and projects we were working...

In Microsoft CRM, there are multiple ways to connect with the customers using E-mails. Direct Mail Quick Campaign Full Campaign Mail Merge Now the questions are – what’s the difference and what are the scenarios where one might be better than the other… The table below lists some...

Every day, millions of people in the world receive hundreds of marketing emails that, most of the time, are identified as spam in their mailboxes. Direct email campaigns (or email blasts) are losing effectiveness each day. CRM products like MS-CRM and third-party ‘campaigners’ have been providing significant...