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A CRM Riff
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Browse by Tags

  • Blog Post: Twitter from a Guy who Tried Not to like the Platform

    I was not an immediate fan of Twitter . But my job has a lot to do about social, so I grudgingly started to use the social media tool. I followed the notion of tweeting ten or more times a day to start with. Then I started linking my activities on Twitter to other platforms like LinkedIn.com . I also...
  • Blog Post: Vote for the Changes You’d like in Microsoft Dynamics CRM

    Here on Microsoft Connect are the most popular CRM suggestions posted to date for the Microsoft Dynamics CRM team to consider as they work on version next: Is your voice being heard?
  • Blog Post: Extending the life of your cell phone

    We are fast becoming a nation of cell phone addicts. I can’t imagine leaving the house with out my fone that doubles as so many tools for me including camera, GPS, calendar, etc. But the biggest problem most of us have is with the battery. I know people who carry two batteries. So this Pogue’s Post in...
  • Blog Post: Checkout the Microsoft Dynamics CRM Online Video Gallery

    Here is the mother lode of Microsoft Dynamics CRM Online videos . Talk about videos from A to Z; this resource has got to be very helpful for users, implementers, customizers and partners. Let me know if you have an idea for a CRM Online video that hasn’t been done yet.
  • Blog Post: Microsoft Dynamics CRM Support ~ Take One

    Often called upon to help friends, customers and partners here is my list of how to start framing your question/issue. Many times as you figure out how to best explain what’s going on, you will find someone else has already been there and the issue has been addressed. Find support in the forums (free...
  • Blog Post: New MSDN Code Samples Gallery

    Ran into the all new MSDN Code Samples Gallery a while back and have been meaning to update my fav coders. I had been recommending the Microsoft Code Gallery but this is the new place. Here is some 411: What is the Code Samples Gallery? With the Code Samples Gallery we are providing Microsoft and the...
  • Blog Post: Microsoft Dynamics CRM: Getting Support

    The CRM Forum is a good place to post your questions. Make sure to search for the answer to your question before you post as it may already be answered. Other CRM users and experts can provide feedback on your problem. Other technical support is available from one of the following options. Choose a support...
  • Blog Post: Twitter #MSDYNCRM

    I’m often surprised at the number of friends on Twitter who don’t use hash tags. Users can group posts together by topic or type using hashtags—words or phrases prefixed with a #. In the world of Microsoft Dynamics CRM we use #MSDYNCRM. Here is what you see when you click on that hashtag: This is a snapshot...
  • Blog Post: Microsoft Dynamics CRM Resources for the rest of us ~ Redux

    Wish I’d written this. Thanks Leon! Microsoft Dynamics CRM Resources for the rest of us There is a lot of information out there for Microsoft Dynamics CRM but it is sometimes hard to find good information aimed at users or non-technical administrators. I wrote an article of resources a little...
  • Blog Post: Tricks and tips from people who use Microsoft Dynamics CRM

    From the Resource Center : This place is for the community to share best practices and tips about using Microsoft Dynamics CRM. The information on this page is provided from users to users. If you are looking for help and don't find what you need here, see Related Links for links to other helpful resources...
  • Blog Post: Microsoft Dynamics CRM 2011 ~ Videos on YouTube now

    I’m luvin’ the series of Microsoft Dynamics CRM 2011 created by the team program managers. We’ve tied them to the posts once or twice a week on the CRM Team Blog too. So if you haven’t been to the CRM site on YouTube since I rolled it out this Summer, take a minute to check it out. Let me know if you...
  • Blog Post: Your Time in the Microsoft Forums ~ An ongoing legacy

    A lot of people spend a fair amount of time in the forums researching issues, answering questions, and getting to understand the issues around a particular product. These people are usually experts for the company they work for and part of the the solution set for the tools they use. As a person who...
  • Blog Post: FAQ: Are you using an old version of Microsoft Dynamics CRM Help?

    We strive up update help with the newest and best info. But we end up sending this to a lot of people. I also noticed that you are referencing an older version of Microsoft Dynamics CRM 4.0 Help. We have updated Help based on answers to questions and feedback from customers like you. The latest version...
  • Blog Post: Configuring drop-down (picklist) fields

    Tip o’ the day pulled from the Resource Center: Picklists in Microsoft Dynamics CRM can be customized. No, really! That list can be customized to hold any values your organization chooses. The person who adds, deletes, or changes values in a drop-down list must have the system administrator or system...
  • Blog Post: Michael Kaplan: There is a lingering size issue…

    Another stellar post from Michael Kaplan ’s Sorting it all Out blog regarding the size of the code solution: “For me the worst part is that some of the people who did the original work don't even see an issue here -- they feel quite good about all they have done and don't see the irony that happens when...
  • Blog Post: Got questions? We have some great places to get answers.

    If you have questions about Microsoft Dynamics CRM we have answers online (as well as in the product). Here is a guide that should be bookmarked by every power user: http://rc.crm.dynamics.com/help/# It looks like this: Tell me that isn’t loverly. :O)
  • Blog Post: Windows Live Hotmail: Email Tips and Tricks

    If you send me an email with the subject line of “Hi” and your email is in my junk folder, I won’t read it. Would you? Nine out of nine times that email is really junk. Junk email is becoming a real problem for most people who use the Internet as their primary email service. Title your emails so that...
  • Blog Post: So you want to be a *successful* Blogger

    I was once again reminded of this most excellent post Blog Interesting - 32 Ways to Keep Your Blog from Sucking from Scott Hanselman . It should be required reading for any blogger, neophyte or oldster. Here is a teaser: Stay relevant Know your audience Use analytic tools like FeedBurner or Google Analytics...
  • Blog Post: Microsoft Dynamics CRM: How much do we luv Diagrams?

    You want wire and flow diagrams for Microsoft Dynamics CRM ? We have diagrams galore. Here is a wealth of diagrams we released as part of R4 in November, starting with the overview diagram here: http://rc.crm.dynamics.com/rc/regcont/en_us/live/articles/homepageusersdiagram.aspx Here’s a search that returns...
  • Blog Post: Blog.com: CRM Lady’s 10 Best CRM Blogs

    I’ve often said that I really only do blogs to keep track of projects and learnings for myself. But sometimes, other people find my blog helpful. Anne Stanton, aka the CRM Lady, lists this blog in her Top 10 Best CRM Blogs . I feel honored and know many of the other blog sites listed. Click on the graphic...
  • Blog Post: Microsoft Outlook 2010 and Windows Live Calendar Connector

    A friend of mine was showing me how his calendars on Outlook at work included his personal calendars from his Windows Live subscription. I was very impressed and discovered with the beta version of Microsoft Outlook 2010 that I have the same thing. From work it looks like this: On the left I have listed...
  • Blog Post: “Microsoft Dynamics CRM.” Yes, that’s a period at the end.

    The Microsoft Dynamics CRM group on LinkedIn is a Super Group with over 8000 members. When the group was created, there were so many CRM groups out there that I had to add a period at the end of the name for it to be unique. I then wrote the much small, unofficial groups and asked them to merge. Many...
  • Blog Post: My Microsoft Office 2010 Beta Favorite Feature du Jour

    You can try the   Microsoft Office 2010 Beta for free. I am luvin’ the new Microsoft Office 2010 Beta release. But my favorite feature was found today after I downloaded the beta release. By clicking on the picture of one of the people participating in a conversation, you get all recent emails with...
  • Blog Post: Tips and Tricks: Push Pop Ups to a new tab?

    While I luv the tabs in IE8 I hate having orphaned stand alone windows created by pop-ups. Blake Scarlavai points out we can change our IE settings to open pop-ups in a new tab by: Tools –> Options –> In the Tab section click Settings –> select Open Pop ups  in a new tab. Not only does...
  • Blog Post: Microsoft Dynamics CRM – Contact Us

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