Network ports used for Microsoft Dynamics CRM 4.0
If your network will be connecting through a firewall, this article explains what network ports are used for Microsoft Dynamics CRM.
Overview: Build the product catalog
How do you create the complete product catalog in Microsoft Dynamics CRM? Learn about the building blocks of the product catalog, and how to fit them together to create one that your team can use.
Follow a quote from creation through closure
This article offers an overview of how a quote that you create is converted into an order, and then into an invoice in Microsoft Dynamics CRM.
Quick Tip: Add columns to your team's views
Adding columns to your team's views makes it possible to see different information, all in a list, without opening individual records.
Configure a Microsoft Dynamics CRM organization database for SQL Server 2005 database mirroring
Database mirroring in Microsoft SQL Server 2005 helps ensure that your critical data is always available by maintaining a hot standby database. As with any distributed database technology, it is important that you monitor the activity of the distributed system to make sure that synchronization is ongoing and to know when failovers occur.
Install Microsoft Dynamics CRM 4.0 Server on multiple computers
Deploying Microsoft Dynamics CRM in a multiple-server network load-balanced configuration can increase performance, availability with optimal resource utilization, throughput, and response time.
10 things to know about getting started with Sales
These are the ten key things you should know about the Sales features of Microsoft Dynamics CRM, including terminology, quick tips, and using reports.
Add a credit to an invoice
Quick tip: Use one of these techniques to credit a product to an invoice.
4 things to know about managing e-mail newsletters in Microsoft Dynamics CRM
When creating newsletters in Microsoft Dynamics CRM, there are some special considerations. In this article you can learn four steps to creating a periodical that encourages customer interaction, messaging, and loyalty
10 things to know about getting started with customer service
These are the ten key things you should know about the customer service features of Microsoft Dynamics CRM, including terminology, quick tips, and using reports.
Quick tip: changing the default type for a marketing list
Marketers creating a default type for a marketing list can help improve efficiency, ROI, and data integrity.
Getting your personnel started with Microsoft Dynamics CRM for Outlook
Set up your personnel to use Microsoft Dynamics CRM for Microsoft Office Outlook, and send them instructions how to get started.
Data migration troubleshooting
This article provides additional information when troubleshooting using Data Migration Manager to migrate data to Microsoft Dynamics CRM.
Key management in Microsoft Dynamics CRM
Learn what features and practices you can use to help make Microsoft Dynamics CRM more secure when you access the application over the Internet. Key management determines how digital certificates are generated and issued.
Put strategy behind product pricing
Put strategy behind product pricing with Microsoft Dynamics CRM. This flexible pricing engine has the tools you need to calculate product prices based on a variety of pricing methods.
Take advantage of e-mail communication methods
Bulk e-mail, quick campaigns, and full campaigns -- there are several distinct ways to connect with your customers using e-mail in Microsoft Dynamics CRM. What's the difference between these approaches, and what scenarios might you use them in?
Capture and share your team's collective knowledge
Not everyone can be an expert. Create a knowledge base of articles to capture and share your organization's valuable information.