October, 2006

With today’s high gasoline prices and time at a premium, it is important that you plan your business trips to visit customers, sales prospects, and others to maximize time and cut costs. Using Microsoft Dynamics CRM 3.0 and Microsoft Excel with Microsoft...

There are few things a scheduler dreads more than someone calling in sick when the service calendar is full of service activities. With the following steps, you can keep your business running smoothly: • Block off the employee...

I wanted to let you know that the folks at Invoke Systems have created a Visio Shapes download for Microsoft Dynamics CRM v3.0. They are experts on Microsoft Dynamics v3.0 and have realized the value of creating fast mockups of CRM v3.0 screen shots....

Signatures (aka sig-lines) are a common request with users of the Microsoft Dynamics CRM. We recently published an article on our communities site how to use Microsoft CRM e-mail templates to create signature lines. Set your e-mail messages apart with...

Become a member of the Microsoft Dynamics CRM Sandbox to learn about Microsoft CRM and to share your knowledge with other Microsoft CRM system administrators, users and developers. Contributions from individuals like you are what will build the Sandbox...

What is a better feeling at the end of the month than having done all the appropriate things to close enough sales to meet or exceed your quota? One way to feel confident that you will close those sales is being able to contact customers quickly about...

A buddy of mine John Straumann, up in Canada no less, ;o) blogs about using Vista and Office 2007 . He then proceeds to write a Vista Gadget to access CRM accounts. Methinks this is just the tip of the iceberg. And those who love to play with code...

It tickles me how much madcap fun and weird announcements seem to happen on Fridays at Microsoft. The are the typical self deprecating humor with pointers to people making fun of us in the blogosphere. We can actually learn from many of these. Then...

You can create your own template by using Office Word that contains your organization's letterhead and other items related to your business. Then, you can export the quote, order, or invoice directly from the view list by clicking Export on the Actions...

Part of creating usable, friendly, and must-have software is based on first studying the users and their needs. The Microsoft Dynamics CRM product team did that and even created a ' People and Departments ' mapping so that we could get our heads around...