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Microsoft Dynamics CRM Online Team Blog

This blog is focused on Microsoft Dynamics CRM Online (crm.dynamics.com).

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  • The views expressed in this blog are those of the individual and do not necessarily represent those of Microsoft. This information is provided by way of general information only and should not be relied on without obtaining independent expert advice. These postings are provided "AS IS" with no warranties and confer no rights. You assume all risk for your use.

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A Smart Selling Tool - Right Inside Your Microsoft Dynamics CRM
As a sales professional, you’re faced with an exploding social Web that equates to a wealth of insight into your prospects. But it's also a huge time-sucker, and as it keeps growing, your ability to keep a clear view of your pipeline becomes more and Read More...
Posted: Wednesday, October 28, 2009 10:08 AM by Eric Boocock | 0 Comments
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Enhanced Internet Lead Capture capabilities now available
For those currently using the Internet Lead Capture capabilities within CRM Online you may have noticed that the functionality was enhanced recently.  Here are some highlights of what has improved: - Canadian customers can now take advantage of Internet Read More...
Posted: Tuesday, June 16, 2009 2:32 PM by bgalicia | 1 Comments
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CRM Online Custom Built Dashboards
Building Custom dashboards for Dynamics CRM Online is not as complex of an effort that it's reputation has gotten. It does require some developer skills and this blog will be a great launching pad for you to build your own. Here's a screen shot of a dashboard Read More...
Posted: Tuesday, June 02, 2009 4:25 PM by JonWhite | 2 Comments
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Mass Email Options in Microsoft Dynamics CRM 4.0
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 Read More...
Posted: Thursday, April 02, 2009 1:45 AM by Laura Robinson | 1 Comments
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Report on Opportunities Lost to Competitors
There is an out-of-the box relationship between competitors and opportunities in CRM that allows you to track many competitors to any one opportunity. However, when you close an opportunity as lost to a competitor, you may select one specific competitor Read More...
Posted: Monday, February 16, 2009 10:37 PM by Laura Robinson | 2 Comments
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Microsoft Dynamics CRM Online Screenshot Demonstration(s)
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 Read More...
Posted: Thursday, January 15, 2009 10:40 AM by Eric Boocock | 2 Comments
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Microsoft Dynamics CRM Sales Process
A sales process is a standardized series of activities that occur during a sales cycle. As the sales cycle progresses and activities are completed, the probability of winning the deal gets greater. In Microsoft CRM v 3.0 the sales process functionality Read More...
Posted: Friday, May 23, 2008 10:24 AM by Eric Boocock | 7 Comments
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Web Lead Import to CRM Live
Integrating you customer facing site to CRM Live is valuable addition to fine tuning your business process. This will allow you to capture real time customer questions, inquiries, etc into your CRM process. I've created a simple web application using Read More...
Posted: Friday, February 08, 2008 2:17 PM by JonWhite | 2 Comments
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