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Tuesday, January 27, 2009 8:21 AM

Microsoft Dynamics CRM Online Traveling Demo

Not so long ago I had the UNIQUE opportunity of presenting Microsoft Dynamics CRM Online to a large audience where the presentation tool could not facilitate a live demo.  In order to conduct this demo I had to create a PowerPoint presentation containing
Posted by crmblog | 2 Comments
Monday, July 21, 2008 5:28 PM

CRM 4.0 User’s Guide now available in PDF and Word

As more than 4,000 of you out there have already discovered, we recently released a User’s Guide for Microsoft Dynamics CRM 4.0 . The Microsoft Dynamics CRM 4.0 User’s Guide includes all of the basic end-user information available in Help,
Posted by crmblog | 9 Comments
Wednesday, June 18, 2008 8:04 AM

Market Forecasting using Microsoft Dynamics CRM

Forecasting is an interesting area in marketing. In Microsoft Dynamics CRM data can be collected and reported on to aid with forecasting and analysis of the results of a marketing campaign. I’m considering writing an article about creating and using this
Posted by crmblog | 2 Comments
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Thursday, May 15, 2008 9:06 AM

Customize the Default Member Type of a New Marketing List

When creating a new Marketing List from the detail form you will notice that the Member Type field has no default value, you must select what the member type should be. The Member Types allowed on a Marketing Lists are restricted to Account, Contact,
Posted by crmblog | 1 Comments
Wednesday, April 02, 2008 8:31 AM

Customize Marketing List (List Member View)

The ability to Customize the List Member View of a marketing list has not been made available in the Customization area of the UI, but can still be achieved with the UI in other means by using the Advanced Find feature. Fig 1: Marketing List Detail Form
Posted by crmblog | 27 Comments
Tuesday, December 04, 2007 7:25 AM

America's Talking: Stay-at-Home Servers

This gave me a chuckle. JaAG
Posted by crmblog | 0 Comments
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Monday, July 09, 2007 7:16 AM

Marketing List Qualification

Ever wanted to narrow down your marketing campaign to right set of target customers, and avoid the expenses of floating the campaign to all the customers? The Marketing list in Microsoft CRM allows you to do that in a very simple and easy way. Consider
Posted by crmblog | 1 Comments
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Tuesday, May 15, 2007 7:57 AM

Improve Campaign ROI - Create Campaign Responses More Effectively

I believe that few people disagree that the performance of marketing investments has a far-reaching impact on an organization's ability to compete in an increasingly complex world. I believe following are the typical concerns of Marketers lately 1. How
Posted by crmblog | 2 Comments
Thursday, April 19, 2007 12:45 PM

Weighted Revenue

For some strange reason the subject of Weighted Revenue has been on my mind lately. Strange in the sense that I don’t own our Opportunity Management feature and I haven’t written an sales pipeline report in a while. Perhaps I’m having flashbacks to an
Posted by crmblog | 2 Comments
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Friday, October 20, 2006 7:27 AM

Microsoft Dynamics CRM 3.0 Analytics Express: Foundation

Businesses need information to make decisions and respond quickly to changes in its business operations, competition, and customer needs. The format and delivery of that information in a consumable and actionable way is just as important as the information
Posted by crmblog | 7 Comments
Thursday, October 12, 2006 7:59 AM

4 ways to put campaign responses to work for you

Your organization may send hundreds of thousands of e-mail messages, faxes, direct mail, and other marketing material each year, hoping to grow your business. Using Microsoft Dynamics CRM 3.0, you can record or capture responses to various marketing campaign
Posted by crmblog | 0 Comments
Monday, October 09, 2006 8:33 AM

SMB Marketing Using MS Dynamics CRM 3.0

Continuing our series of guest speakers, here is Daniel Petersen of Applied Tech : We are a 15 employee SMB IT provider who has been using Microsoft CRM in house since 1.0. Initially, we had been using CRM primarily for the service functionality to track
Posted by crmblog | 1 Comments
Monday, August 07, 2006 1:36 AM

CRM Marketing Automation - E-mail based options for marketing to customers

In Microsoft CRM, there are multiple ways to connect with the customers using E-mails. Direct Mail Quick Campaign Full Campaign Mail Merge Now the questions are – what’s the difference and what are the scenarios where one might be better than the other…
Posted by crmblog | 13 Comments
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Friday, July 14, 2006 4:05 PM

Extending Marketing Automation with RSS

Every day, millions of people in the world receive hundreds of marketing emails that, most of the time, are identified as spam in their mailboxes. Direct email campaigns (or email blasts) are losing effectiveness each day. CRM products like MS-CRM and
Posted by crmblog | 4 Comments
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Tuesday, June 13, 2006 3:18 PM

Microsoft Dynamics CRM 3.0 Marketing Automation

There are three basic pillars of a CRM Application – Sales, Service and Marketing. Microsoft Dynamics CRM 3.0 enabled the Marketing Automation module. This post lists the features provided by the Marketing Automation Module (a.k.a. MA) in Microsoft CRM
Posted by crmblog | 7 Comments
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