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CRM 3.0 Reporting Video

The CRM 3.0 reporting videos are available once again on the MSDN Code Gallery at http://code.msdn.microsoft.com/mscrmVideo . They cover an intro, creation, and publishing of CRM reports. Enjoy. Read More...
Posted Monday, April 28, 2008 8:42 AM by Jim Glass | 1 Comments
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Hosted Customer Relationship Management (CRM)

This is something that comes up periodically and should be very hot in the coming days. This solution has been around for a long time. Microsoft CRM addresses the key opportunities – and challenges – that determine the success or failure of any CRM initiative: Read More...
Posted Monday, December 17, 2007 9:31 AM by Jim Glass | 2 Comments
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Integrating other apps into CRM

Custom buttons can be added using isv.config. Each button can be configured with a URL to open a new page or with JavaScript code to perform the actions you need. You can find information about this in the Microsoft CRM SDK Client Programming Guide. See: Read More...
Posted Tuesday, November 27, 2007 9:31 AM by Jim Glass | 1 Comments
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On Facebook: the Microsoft dynamics CRM group

I love it when I finally get to spill the beans. I've created the Microsoft Dynamics CRM group to talk about all things relevant in the world of CRM. Come check us out and let us know what you think. Read More...
Posted Wednesday, November 14, 2007 10:44 AM by Jim Glass | 4 Comments

How can leads be assigned en masse to a dealer?

By default, Microsoft Dynamics CRM does not include a “dealer” record type. If your implementation includes this type of record, please contact your system administrator or custom solution partner for help with this customization. However, if the dealer Read More...
Posted Monday, October 29, 2007 9:34 AM by Jim Glass | 1 Comments

Advanced find: Searching by Territories

I saw a question about searching by territories and I thought to myself, "Hmm... another user who doesn't read the help." The answer seems easy to me but maybe I'm missing something. To search on territories, you can used Advanced Find. You may want to Read More...
Posted Wednesday, October 24, 2007 9:55 AM by Jim Glass | 1 Comments

CRM 3.0: Enterprise Performance and Scalability

There is a new white paper called Microsoft Dynamics CRM 3.0: Enterprise Performance and Scalability . It provides detailed information about a Benchmark test. The results demonstrate that a single Microsoft Dynamics CRM 3.0 instance can achieve sub-second Read More...
Posted Tuesday, October 23, 2007 9:59 AM by Jim Glass | 1 Comments
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Free Second Chance at CRM Certification exam

Today the CRM Team Blog ran this announcement: Starting September 15 and running through Jan. 31, 2008 , all candidates can get a free second chance to pass a Microsoft IT Professional, Developer, or Microsoft Dynamics certification exam. That includes Read More...
Posted Tuesday, October 02, 2007 8:59 AM by Jim Glass | 0 Comments
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School Time with Microsoft Dynamics CRM

Picture from MaryVale8 at photobucket . School systems today face many challenges: tighter budgets, growing districts, new testing and reporting requirements, and the need for better communication with constituents. Yet meeting these challenges is difficult Read More...
Posted Monday, October 01, 2007 7:41 AM by Jim Glass | 1 Comments
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TMCnet reports: CRM GROWTH AND COMPETITION ON THE UPSWING

In the TMCnet article titled CRM Growth and Competition on the Upswing , dated today, a study conducted by the T.H.G. Sales Automation in partnership with Microsoft is reviewed. Adoption Rates Increasing Historically, convincing the Salesforce to actually Read More...
Posted Wednesday, September 26, 2007 11:07 AM by Jim Glass | 2 Comments
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Creating Reports in Microsoft Dynamics CRM

Can I say that I just don't think people are reading some of the docs? I was in a meeting with a number of customers and one guy was grousing about the lack of a - z templates for reports. My first thought, although I didn't get a chance to say anything Read More...
Posted Wednesday, September 19, 2007 9:02 AM by Jim Glass | 1 Comments

Data Cleansing in CRM databases

Question: We are doing a mail merge to hard copy. Unfortunately many contacts were not typed correctly. For example, some upper and lower case is mixed. Is there a fix in word template that will fix this? Is there a fix in formatting of Contacts cells Read More...
Posted Tuesday, September 18, 2007 9:29 AM by Jim Glass | 1 Comments
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CRM Tricks and Tips from users - Redux

The Tricks and Tips from Users is for the community to share best practices and tips about using Microsoft Dynamics CRM. The information on this page is provided from users to users. It was just recently updated so you might want to take a peek. If you Read More...
Posted Tuesday, September 11, 2007 10:37 AM by Jim Glass | 1 Comments
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CRM Software Development Kit (SDK)

Microsoft CRM has a Software Development Kit (SDK) available online and for download. Some of the SDK highlights include: Marketing Automation Marketing campaigns driven through sales: Marketing list management Campaign templates Campaign management Service Read More...
Posted Monday, September 10, 2007 10:07 AM by Jim Glass | 1 Comments
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Reed Smith picks Microsoft Dynamics CRM

Addict 3D reports Microsoft Dynamics CRM Selected by Reed Smith , "Microsoft and Client Profiles chosen to deliver global CRM initiative. After extensive evaluation, Microsoft Dynamics™ CRM and CRM4Legal by Client Profiles Inc. have been chosen by Reed Read More...
Posted Tuesday, August 28, 2007 8:55 AM by Jim Glass | 1 Comments
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