Microsoft Dynamics CRM Online Team Blog : Sales

A Smart Selling Tool - Right Inside Your Microsoft Dynamics CRM

Eric Boocock — Wed, 28 Oct 2009 17:08:00 GMT

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)

Enhanced Internet Lead Capture capabilities now available

bgalicia — Wed, 17 Jun 2009 00:32:05 GMT

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)

CRM Online Custom Built Dashboards

JonWhite — Tue, 02 Jun 2009 23:25:38 GMT

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)

Mass Email Options in Microsoft Dynamics CRM 4.0

Laura Robinson — Thu, 02 Apr 2009 03:45:18 GMT

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)

Report on Opportunities Lost to Competitors

Laura Robinson — Tue, 17 Feb 2009 01:37:00 GMT

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)

Microsoft Dynamics CRM Online Screenshot Demonstration(s)

Eric Boocock — Thu, 15 Jan 2009 21:40:00 GMT

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)

Microsoft Dynamics CRM Sales Process

Eric Boocock — Fri, 23 May 2008 20:24:00 GMT

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)

Web Lead Import to CRM Live

JonWhite — Fri, 08 Feb 2008 22:17:38 GMT

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)