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Microsoft Dynamics CRM – Top Sites and Downloads

Whether you’re interested in an online or on-premise solution, Microsoft Dynamics CRM has you covered. Check out just a few of the content and community areas available to help you create the perfect experience for your business. Microsoft Dynamics CRM Read More...
Posted Wednesday, July 15, 2009 8:09 AM by Jim Glass | 0 Comments

Still Luvin' KB Alertz.com

I mentioned this a while back but I think it is worth repeating. If you want a true KB service, it doesn't get much better than kbAlertz.com . In their own words: kbAlertz.com is an e-mail notification system that scans the entire Microsoft Knowledge Read More...
Posted Tuesday, December 23, 2008 10:35 AM by Jim Glass | 1 Comments

Microsoft Dynamics CRM WEb Venues - Top 15?

This is my team's draft. Would you highlight any other venues? Whether you’re interested in an online or on-premises solution, Microsoft Dynamics CRM has you covered. Check out just a few of the content and community areas available to help you create Read More...
Posted Thursday, June 19, 2008 11:06 AM by Jim Glass | 1 Comments

The CRM IG is Updated!

The CRM Implementation Guide has been significantly updated. From the download site: The Microsoft Dynamics CRM 4.0 Implementation Guide consists of the following documents: Planning Guide : This guide gives you the information and tools that help you Read More...
Posted Wednesday, April 16, 2008 5:24 AM by Jim Glass | 1 Comments

Microsoft Dynamics CRM 4.0 Suggested Hardware for Deployments of up to 500 Concurrent Users

This document summarizes the performance test results of 500 concurrent users of Microsoft Dynamics CRM 4.0 executing a mix of sales, marketing, service, data management, reporting, workflow and Microsoft Dynamics CRM for Outlook with Offline Access synchronization Read More...
Posted Wednesday, April 02, 2008 9:41 AM by Jim Glass | 2 Comments

Campaigns from start to finish

Marketing campaigns can span months, years, and dozens of tasks and activities. Here's one example, titled Campaigns from Start to Finish , of how a marketing team can use Microsoft Dynamics CRM to plan, run, and track its campaigns from start to finish. Read More...
Posted Friday, March 28, 2008 9:19 AM by Jim Glass | 2 Comments

Get the Most Out of Microsoft Dynamics CRM 4.0

When you buy Microsoft Dynamics CRM 4.0, you receive a wealth of resources at your fingertips. In addition to a comprehensive set of Help available in the product, and a Resource Center that links you to the thriving CRM community, we provide a diverse Read More...
Posted Wednesday, March 26, 2008 10:35 AM by Jim Glass | 2 Comments

Downloads for Microsoft Dynamics CRM 4.0

A coworker and friend of mine, Cynthia Slotta reports: Once a partner has installed 4.0, they can go to the Resource Center and get access to lots of information. For instance, from the right sidebar area, under Downloads , click Get the latest downloads Read More...
Posted Tuesday, February 19, 2008 9:38 AM by Jim Glass | 1 Comments
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More CRM 4 Content

David provides a list of recently release CRM goodies for partners and customers here . I like this CRM 4 video because it is a good beginning point for understanding the value CRM can bring to various aspects of an organization. The Choice Begins Today Read More...
Posted Thursday, January 10, 2008 8:28 AM by Jim Glass | 2 Comments
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Download recommendation: Microsoft Dynamics CRM 4.0 Implementation Guide

Our lead writer for the Implementation Guide sez this on the CRM team blog : I just wanted to remind everyone that the Microsoft Dynamics CRM 4.0 Implementation Guide is now available at the Microsoft Downloads Center . Not only does it cover installation Read More...
Posted Thursday, December 20, 2007 9:20 AM by Jim Glass | 1 Comments

We are smarter than me

A friend of mine heard an interview about this organization http://www.wearesmarter.org/ on the radio this morning. Link to interview http://www.npr.org/templates/story/story.php?storyId=15817758 . He sez, " One thing in particular that caught my attention: Read More...
Posted Thursday, November 01, 2007 10:20 AM by Jim Glass | 1 Comments
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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

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

CRM Documentation Feedback

I monitor the CRM Doc Feedback alias and am amazed that so many people take the time to thank the Community and Content Strategy team for answering their questions. This is a big time hit for the writers and editors but they feel closer to our customers Read More...
Posted Thursday, August 23, 2007 9:05 AM by Jim Glass | 0 Comments

New World Documentation - Scenario Topics?

A couple of friends of mine in the Microsoft Visual Studio Team System team are doing some ground breaking work to improve the customer experience with orientation topics. Instead of using them, they are proposing the use of something they call ' scenario Read More...
Posted Tuesday, June 26, 2007 8:19 AM by Jim Glass | 1 Comments
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