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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 | 3 Comments
Friday, May 16, 2008 10:18 AM

CRM 4.0 Simplified Sales Process Scenario

We often use scenarios such as this to test the individual components and entities of CRM in an integrated fashion. This is one example of a very simple sales scenario describing the flow of user actions in the Sales module of CRM. The flow chart below
Posted by crmblog | 3 Comments
Wednesday, February 06, 2008 9:33 AM

Generating a Welcome to CRM Email

CRM MVP Mitch Milam returns as a guest blogger. You can read more from Mitch at his blog . One of the things that I’ve always wanted to do with CRM is to automatically generate a welcome message when a new user is added to CRM. With the enhanced workflow
Posted by crmblog | 2 Comments
Thursday, January 31, 2008 9:14 AM

CRM 4.0 Campaign vs. Quick Campaign Flow Chart

Now my final chart compares the two ways to do a Campaign. You can get a copy of this chart from the Quick Campaign download you may have already downloaded or from here . Enjoy, Jim Schumacher
Posted by crmblog | 3 Comments
Thursday, January 31, 2008 8:28 AM

CRM 4.0 Quick Campaign Scenario Flowchart

In this flow chart we walk through a Quick Campaign Scenario with our fictional marketing manager Benjamin. You can download a copy of this chart here . Enjoy, Jim Schumacher
Posted by crmblog | 4 Comments
Wednesday, January 30, 2008 12:54 PM

CRM 4.0 Campaign Scenario

This flow chart is my attempt to make a Campaign Scenario an easy thing for you to do. Enjoy, Jim Schumacher
Posted by crmblog | 2 Comments
Monday, September 24, 2007 2:02 PM

What's up with the two Microsoft Dynamics CRM Products lists?

Have you ever noticed that Microsoft Dynamics CRM has two separate Products lists? One Products list appears in the Sales area, and another appears in Settings. If you’re an administrator, have you ever been frustrated by how many clicks it takes to get
Posted by crmblog | 1 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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Thursday, January 18, 2007 1:10 PM

Customizing CRM made easy

The customization tools of Microsoft CRM are very flexible and it is very easy to extend the base functionality with modest changes. I chose the following example to demonstrate this. In Microsoft CRM, while creating a new order or quote, user is required
Posted by crmblog | 5 Comments
Tuesday, November 21, 2006 8:14 AM

Sales Pipeline Report

We used to have a long list of reports in MSCRM version 1.2. For MSCRM version 3.0 (v3), when we moved to SQL Reporting Services (SRS), many of these reports were consolidated and the number of reports that v3 shipped with was dramatically reduced. One
Posted by crmblog | 5 Comments
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 19, 2006 9:43 AM

Relationship Roles in Microsoft CRM

About half way through CRM 3.0 I took over the sales force automation functionality; some of the first questions from partners on the beta programs were around Relationship Roles: what are they, how do they work, what are they good for and what the deal
Posted by crmblog | 4 Comments
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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
Wednesday, October 11, 2006 9:32 AM

New Microsoft Dynamics CRM 3.0 Videos

Two brand spankin' new videos are now available for your viewing pleasure. These videos provide step-by-step solutions that demonstrate the powerful Office integration features that are built-in to Microsoft Dynamics CRM. Short descriptions and links
Posted by crmblog | 8 Comments
Monday, September 25, 2006 9:02 AM

Product Costs and Pricing Engine

This post describes some basics of how the different ‘cost’ fields in the product entity affect the pricing calculations of the products. The definitions of current cost and standard cost may be changed for your own scenarios. But the description below
Posted by crmblog | 0 Comments
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