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  • Blog Post: A Smart Selling Tool - Right Inside Your Microsoft Dynamics CRM

    As a sales professional, you’re faced with an exploding social Web that equates to a wealth of insight into your prospects. But it's also a huge time-sucker, and as it keeps growing, your ability to keep a clear view of your pipeline becomes more and more difficult. SalesView, an award-winning sales...
  • Blog Post: Enhanced Internet Lead Capture capabilities now available

    For those currently using the Internet Lead Capture capabilities within CRM Online you may have noticed that the functionality was enhanced recently.  Here are some highlights of what has improved: - Canadian customers can now take advantage of Internet Lead Capture (AdCenter integration does not...
  • Blog Post: CRM Online Custom Built Dashboards

    Building Custom dashboards for Dynamics CRM Online is not as complex of an effort that it's reputation has gotten. It does require some developer skills and this blog will be a great launching pad for you to build your own. Here's a screen shot of a dashboard I built using Visual Studio.net and a free...
  • Blog Post: Mass Email Options in Microsoft Dynamics CRM 4.0

    The following post is a guest blog written by CRM MVP Jim Steger of Sonoma Partners . He is also the co-author of the books, Working with Microsoft Dynamics CRM 4.0 , Programming Microsoft Dynamics CRM 4.0 , and Microsoft Dynamics CRM 4.0 Step by Step . Mass E-Mail Message Options in Dynamics CRM 4.0...
  • Blog Post: Report on Opportunities Lost to Competitors

    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 within the Close Opportunity window. This is a...
  • Blog Post: Microsoft Dynamics CRM Online Screenshot Demonstration(s)

    I prepared this PowerPoint presentation of CRM Online consisting of screenshots for a webinar that only supported the upload of documents, not a live demonstration. In this presentation I walk through each aspect of the Microsoft CRM application. The headers link to downloads for just the specific function...
  • Blog Post: Microsoft Dynamics CRM Sales Process

    A sales process is a standardized series of activities that occur during a sales cycle. As the sales cycle progresses and activities are completed, the probability of winning the deal gets greater. In Microsoft CRM v 3.0 the sales process functionality was displayed graphically on the Opportunity form...
  • Blog Post: Web Lead Import to CRM Live

    Integrating you customer facing site to CRM Live is valuable addition to fine tuning your business process. This will allow you to capture real time customer questions, inquiries, etc into your CRM process. I've created a simple web application using ASP.net to connect to MSCRM Live and to input a lead...
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