April 2009 - Posts
One of the great benefits of Microsoft Dynamics CRM Online is the integration with Microsoft Office. Microsoft Office is so widely used that it's hard to see why you ever chose a CRM system that was not integrated with it. A key benefit is being able
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Hoover ’s and Microsoft Dynamics have made Access Hoover’s available to Dynamics Online and On-Premise CRM users. Access Hoover ’s opens up the Hoover ’s global database of 31 million companies and 36 million people for user access within the CRM environment.
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I created the video below to demonstrate how to a user that is assigned to multiple CRM Online orgs (with the same WLID) can quickly navigate between them without having to log in and out of each org. The video says it all but it basically utilizes the
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What should you do when a contact at one of your Accounts leaves that company? All too often, users wind up deleting the contact, or changing the company name to which that contact is associated. Both of these will cause data integrity issues.
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In the March 2009 Release of CRM Online, there were some significant changes applied to the Internet Marketing (IM) feature to make it easier to track leads originating from campaign landing pages. As it relates to the Event Management Accelerator for
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Often you might find that you have the business need to hide data from some users on an account. By default, Microsoft Dynamics CRM manages security via roles and business units. Roles define what rights are allowed and business units define the boundary
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In Microsoft CRM you can reassign all records assigned to a user by Opening the User record, in the menu bar click Actions…Reassign Records… The assignment process will be facilitated just as the regular reassignment functionality at the CRM record level
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Note : Only works with OnPremise The Microsoft Dynamics CRM Developer Toolkit allows you to make customizations and generate code for you CRM On Premise deployments from Visual Studio. The tool allows you to create and modify data entities and customizations
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LinkedIn is fairly popular business networking tool that allows you make connections and take advantage of relationships based on those connections. You can send messages and request to many connections. Since these relationships exist across multiple
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Microsoft Dynamics comes with teaming model that is built in. It supports all of the security roles and process management features.There are many aspects of teaming in a CRM system. One concept is about relating members of you organization to a particular
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The following post is a guest blog written by CRM MVP Jim Steger of Sonoma Partners . He is also the co-author of the books, Working with Microsoft Dynamics CRM 4.0 , Programming Microsoft Dynamics CRM 4.0 , and Microsoft Dynamics CRM 4.0 Step by Step
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