January 2009 - Posts
Let's give this Twitter phenomenon a try. www.twitter.com/crmonline
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Adding documentation management services to Dynamics CRM Online is fairly simple customization that can really enhance your CRM Online application. By modifying the site map, you can add links and references to other web applications. The user can use
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I regularly get requests for assistance with data migration challenges. Data migrations are never easy due to the differences in data values and formats that exist between systems. The easiest way to import data into Dynamics CRM is using the Track in
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Matt Cooper from the CRM Online PM team recently posted a great article on storage in CRM Online. If you're interested in learning how to manage your space more efficiently in your CRM Online instance, reference the link below. http://blogs.msdn.com/crm/archive/2009/01/15/dude-where-s-my-space.asp
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I prepared this PowerPoint presentation of CRM Online consisting of screenshots for a webinar that only supported the upload of documents, not a live demonstration. In this presentation I walk through each aspect of the Microsoft CRM application. The
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A question came up recently about email versus mail merge templates - when do you use one over the other? What are the advantages and disadvantages of each? In response, I put together a quick grid comparison of different features: Feature
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One question that is often asked at the beginning of a CRM Online implementation is how to create a multi-select picklist - an picklist attribute on a form in which you can select more than one value. Unfortunately, multi-select picklists are not
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Similar to my recent posts about the On-Premise Accelerators for Extended Sales Forecasting and Event Management , the eService Accelerator contains some customizations that may be useful to import to CRM Online. Unfortunately, the main value-add of the
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