What happens when you invite a user using their work email address and they have a separate Windows Live ID? The user will receive the invitation and click on the link to accept and be directed to the CRM Online sign-in page. If the user attempts to enter...

I wanted to post the recording link from the web cast.. cheers -jonw Determining the right customer relationship management (CRM) solution out of those available today can be daunting. It is critical to find a solution that can meet your business needs...

CRM03 Microsoft Dynamics CRM in a Challenging Economy: How Software + Services Drive Business Value Stephanie Dart , Laura Tantaros Wed 3/11 | 9:00 AM-10:00 AM | 356 Businesses of every size and industry are now looking at how incorporating online...

The ZoomInfo integration gives Dynamics CRM Online users unlimited access to profiles of over 45 million people and 5 million companies—all from within Dynamics CRM Online. Dynamics CRM Online users can efficiently: Find new companies or people to prospect...

( update - CRM Training is not a CRM Training company - their training is focused in all areas of soft-skills )   I was doing some reading on 'group think' the other day and came across some interesting concepts that can apply to how we make decisions...

Dynamics CRM is chock full of capabilities and features, not all of which are needed by every company using our product.  Frequently, customers will ask me how to remove some of the user interface (UI) “clutter,” those parts of the application that...

I recently was asked a interesting question from a customer. Within the Service functionality, you can utilize pre-built data entities for managing contracts that you might have with customers. Contracts can be used to hold entitlement for a customer...

For those businesses who own iPhones, Soft Bridge has created a 100% Software as a Service solution, Bridge2CRM, that allows iPhone users to access Microsoft Dynamics CRM (including CRM Online). The solution obeys all CRM roles and permissions while maintaining...

What happens if your salespeople accidentally delete a bunch of information from the CRM Online service?  Worse, what if someone maliciously deletes data on the way out the door to go work for your competitor.  I have been asked those questions...

There is an out-of-the box relationship between competitors and opportunities in CRM that allows you to track many competitors to any one opportunity. However, when you close an opportunity as lost to a competitor, you may select one specific competitor...

  Over the last 10 yrs, our economy has expanded our production capacity to near maximum. The economic conditions today are pushing business’s to focus less on capacity and more on effectiveness. With such a drop in demand, the best defense...

Windows Live ID is the authentication tool that is part of the Windows Live Service. With it you get free email, blog page, photo galleries, document storage, and more. Social networking tools such as Groups are also available. Groups allow you to invite...

Although we’re already knocking at IE8’s door, adding IE7Pro gives you the ability to spell check within CRM Online.  This is particularly useful when sending emails and creating email templates from CRM.  Please note that this does not work...

Often times I will get asked about options for sending bulk email with attachments from CRM Online.  (Also see Laura’s recent post on email templates). Direct email, email templates and mail merges do not permit attachments.  Workflows are the...

Tony Clayton and Jon White, are hosting an upcoming Web Cast that will focus on choosing the right CRM solution. Please join as we discuss CRM with Edward Kachinske, author of Microsoft Dynamics CRM 4.0 . Edward has authored various books on CRM products...

In today’s difficult economic environment, there has never been more value in attending Convergence . This year is geared toward helping attendees leverage their Microsoft Dynamics solutions to increase visibility into operations and maximize efficiencies...

The CRM Online sales team got the opportunity to view this ISV and for those industries where this may apply, this is a great add-on solution to CRM Online. Cincom Acquire™ automates the selling of complex products and services. Cincom Acquire™...

I created a tool using Visual Studio and the CRM web services that can execute a saved query and then email the results as a CSV file. I've presented in a video at www.democrmonline.com/reportscheduler . There is also sample code at Report Scheduler Sample...

The Microsoft CRM workflow functionality provides very flexible tools to model automated process. A prime example of automated process is assigning a Lead to a particular Sales Representative based on certain criteria. In this post I will provide an overview...