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CRM Outlook Client: Change Your Default Outlook Homepage to a CRM Menu

For the latest updates to this post please visit the original posting here: CRM Outlook Client: Change Your Default Outlook Homepage to a CRM Menu The Dynamics CRM Outlook client offers a tight...

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3 Insider Tips for Using CRM To Increase Company Revenue

We now have tools  that make the sales processes I have used for the past 20 years so much simpler. In my first post I discussed the background, and now I want to share 3 simple ways you can use CRM...

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Microsoft Dynamics CRM… Wedding Planner?

Microsoft Dynamics CRM ( www.mig.com/DynamicsCRM ) isn't just used by businesses for customer relationship management, but also by many schools, governmental agencies, and nonprofit organizations for...

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Legacy application upgrades: xRM lessons learned from the field

Microsoft Dynamics CRM's flexible xRM capabilities make it a popular option for replacing legacy applications that were either heavily customized or built from scratch long ago. In most cases, a team...

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Legacy application upgrades: xRM lessons learned from the field

By Patrick Huisman, Senior CRM Consulanta, Avanade Microsoft Dynamics CRM's flexible xRM capabilities make it a popular option for replacing legacy applications that were either heavily customized or...

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CRM to the People – A “Must Read” Book

Whether you’re starting a new CRM initiative, or salvaging an existing one, never underestimate the value of taking the time to gauge if your organization has the key ingredients in place for a...

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CRM Online & SharePoint Online Document Management Setup

Way back in the year 2011 (time flies), I wrote an article on setting up Microsoft Dynamics CRM Online document management with SharePoint Online in an Office 365 scenario....

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Ribbon ‘XML’ Workbench for Dynamics CRM 2013 with a silent ‘XML’!

After much deliberation and consultation , I have decided to stick with the name 'Ribbon Workbench' rather than rename to CommandBar Workbench. Here are some of the reasons behind this decision: The...

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Simplifying BI: Sharing Our Experiences & 3 Steps to Build Something...

Business Intelligence, or BI, has been around for a very long time. First used in the 1950s, the term has come a long way and really started gaining mainstream attention in the late 1990s. Since then,...

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Microsoft Dynamics CRM 2011 | Multiple jQuery libraries and Plugins

Mein heutiger Artikel befasst sich mit der Verwendung von jQuery, genauer gesagt mit der Verwendung mehrerer unterschiedlicher Versionen von jQuery. Laut SDK ist die Verwendung von jQuery in...

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Compare customisations between two Dynamics CRM Organisations

Your TEST customisations are always the same as your PRODUCTION customisations, because no changes are made direct to PRODUCTION – right? Really? Are you sure?! We all know that customisations...

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The Microsoft Dynamics CRM 2013 image attribute type – major or meh?

One of the new enhancements  in Microsoft Dynamics CRM 2013 is the ability to add an image to any record in CRM.  On the Account and Contact form these are available for logos, contact pictures, etc....

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A Guide to Migrating from CRM 2011 to CRM Online

The post A Guide to Migrating from CRM 2011 to CRM Online appeared first on Dynamics 101 . It is an interesting time to be involved with Microsoft Dynamics CRM. Many people will be familiar with the...

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jQuery and jQuery UI with Dynamics CRM 2011 & 2013

Since I’ve been converting Silverlight web resources over to Html & JavaScript and working on www.SparkleXrm.com , I’ve worked extensively with jQuery and jQuery-UI. In the early days of Dynamics...

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Sending PDFs for E-signatures in Dynamics CRM

For the latest updates to this post please visit the original posting here: Sending PDFs for E-signatures in Dynamics CRM Every organization has different ways of dealing with document management , and...

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CRM 2011 – Customize Address Views?

I have recently been working with a customer who asked if it’s possible to create new views for the out-of-the-box Address entity in CRM 2011 Online. I thought I would try this in the Chrome browser...

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Post Incident Report | NA | CRM Online | Organizations served from America’s...

SummaryCRM Online orgs served from America’s datacenters could have been inaccessible for a short period of time. The issue was proactively identified through internal monitoring and resolved by...

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Microsoft Dynamics Social CRM, featuring Bob Stutz

(Please visit the site to view this video) Some CRM vendors have been quick to promote social measurement and marketing tools in response to their clients' overwhelming urge to "get in the social...

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Microsoft Dynamics CRM: User Experience is Critical

(Please visit the site to view this video) "User experience is really critical", says Microsoft Corporate VP Bob Stutz. "We want people to love the application that they are using. We want them to wake...

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Microsoft Dynamics CRM: Focus on Data Integrity

(Please visit the site to view this video) Any company knows that the security of your data is paramount to the success of your business, and for any company handling customer data, the stakes are even...

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