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A CRM Riff
It takes people to make the music of life
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Building the online library
Posted
over 6 years ago
by
Jim Glass Jr
Creating line items for quotes, orders, and invoices
Posted
over 6 years ago
by
Jim Glass Jr
Introducing the Microsoft CRM 3.0 SDK
Posted
over 6 years ago
by
Jim Glass Jr
Sharing contacts, leads and customer data with the sales team
Posted
over 6 years ago
by
Jim Glass Jr
Campaign Template Libraries
Posted
over 6 years ago
by
Jim Glass Jr
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A CRM Riff
Building the online library
Posted
over 6 years ago
by
Jim Glass Jr
1
Comments
Turning the Pages™ 2.0 is a toolkit that allows libraries and museums to put entire collections of books online in a compelling 3D environment, with a suite of useful tools to aid learning. "Developed with the British Library, it is available as a service...
A CRM Riff
Creating line items for quotes, orders, and invoices
Posted
over 6 years ago
by
Jim Glass Jr
1
Comments
Our friends at c360 have just the add-on that you might find very interesting - c360 Word Mail Merge for Microsoft Dynamics CRM 3.0 "c360 Word Mail Merge is a Microsoft CRM enhancement that allows you to create Word documents with data from Microsoft...
A CRM Riff
Introducing the Microsoft CRM 3.0 SDK
Posted
over 6 years ago
by
Jim Glass Jr
0
Comments
A reader asks: "Does anyone have a document which describes the detail of all privileges in the Role screen. For example, what does the privilege 'Process Instance' control? My partner company would like to understand the description for all of...
A CRM Riff
Sharing contacts, leads and customer data with the sales team
Posted
over 6 years ago
by
Jim Glass Jr
2
Comments
Recently a customer asked: "How can I share CONTACTS, LEADS, AND CUSTOMER DATA with other sales people? I 'd like to keep all customer contact data in sync and accessible by all of my employees." This is kind of a big, conceptual question and...
A CRM Riff
Campaign Template Libraries
Posted
over 6 years ago
by
Jim Glass Jr
0
Comments
I noticed this very nice read this morning, fresh off the presses. When you create a marketing campaign in Microsoft Dynamics CRM, you can specify a wide variety of information and settings for the campaign, and you can create planning tasks and campaign...
A CRM Riff
Spaces: Creating your first blog (or getting out there)
Posted
over 6 years ago
by
Jim Glass Jr
1
Comments
If you have ever toyed with the notion of writing a blog, or if you have started a blog or two that went nowhere, this post is for you. I have created blogs on many different platforms but the easiest one so far has been created using Windows Live Spaces...
A CRM Riff
I'm Going to Convergence 2007 in San Diego
Posted
over 6 years ago
by
Jim Glass Jr
0
Comments
The CRM Team Blog just posted the latest on Convergence 2007 and I'm really excited. I'm gonna be there to meet and greet the CRM MVPs, partners, customers, and ISVs. I learned so much from last year's conference and got to meet and know many of the movers...
A CRM Riff
Use Live Search to Support the Children's Hospital
Posted
over 6 years ago
by
Jim Glass Jr
1
Comments
Wowser, how time flies. I meant to blog about this last week. Go to the TeamSeattle site . Live Search and Team Seattle are partnering to benefit Children's Hospital - and you can help. Live Search is proud to be a sponsor of the Team Seattle race car...
A CRM Riff
Microsoft Most Valuable Professional (MVP) Defined
Posted
over 6 years ago
by
Jim Glass Jr
1
Comments
I work with a lot of CRM MVP s and MVPs from other disciplines. So I thought it might make sense to define what a Microsoft Most Valuable Professional (MVP) is and what they do. MVPs are a valuable source for independent, real world feedback for both...
A CRM Riff
Managing Campaign Responses
Posted
over 6 years ago
by
Jim Glass Jr
2
Comments
Campaign responses record the fact that one of your customers or potential customers responded to one of your company’s marketing campaigns. Unlike Letter or Phone Call activities, campaign response records were not designed to represent an action item...
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