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Friday, October 09, 2009 8:34 AM

Maximizing Your Sales with Microsoft Dynamics CRM 4.0

And interesting book has caught my attention. It is Course Tech PTR’s Maximizing Your Sales with Microsoft Dynamics CRM 4.0 by Edward Kachinske and Timothy Kachinske. Here’s what is being said about the book: “Microsoft Dynamics CRM 4.0 is a fully integrated
Posted by crmblog | 1 Comments
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
Wednesday, November 26, 2008 6:38 AM

Inline Grids for Sales Orders in Microsoft Dynamics CRM

In every CRM application I have ever played with there have been areas I have never been proud to show off to customers or prospects. And adding products to CRM's Sales Orders has been one of those areas for me in CRM since the products inception. While
Posted by crmblog | 4 Comments
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Friday, October 10, 2008 9:20 AM

Healthcare Solutions using Microsoft Dynamics CRM

Microsoft Dynamics CRM continues to be a great success in the Healthcare industry. This new landing page focusing on Dynamics CRM in Healthcare provides links to white papers and other collateral and showcases some great case studies at  http://www.microsoft.com/dynamics/crm/product/healthcare.mspx
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
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 | 4 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 | 5 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 | 8 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 | 5 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
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