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CRM Online New CAL Options
Along with all of the trumpeted updates of Update Rollup 12 for Microsoft Dynamics CRM 2011 (such as cross browser support), there was one that quietly appeared on the User form. If you happened upon...
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Why Social Media Is One Of The Best Ways To Keep Your Customers Happy
Customer care professionals are challenged these days to identify and resolve customers’ issues through an ever-increasing array of communication channels. They want to know: How can I make my...
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Customer Effective Client Recognized by Microsoft with the 2013 Dynamic...
With Microsoft Convergence 2013 taking place next week in New Orleans, Customer Effecitve is proud to announce that our customer, CSX Transportation has been recognized by Microsoft for their business...
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Spring 2013 CRMUG Magazine Has Shipped!
Hot off the press! The Spring 2013 CRMUG Magazine has shipped to CRMUG members, and will also be available at the CRMUG kiosk (M70) at Convergence 2013 in New Orleans. This issue focuses on...
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Upcoming Webinar: Online Event Registration Management + Microsoft Dynamics CRM
For the latest updates to this post please visit the original posting here: Upcoming Webinar: Online Event Registration Management + Microsoft Dynamics CRM Webinar: Manage Events & Event...
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Just Released: Warranty Management and Product Repair through Microsoft CRM
Many of our clients include manufacturing and distribution companies that we’ve worked alongside implementing CRM and ERP solutions. From our work with these companies, it became clear that there was a...
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Rolling Up Activities to Parent Accounts and PowerOneView in Dynamics CRM 2011
For the latest updates to this post please visit the original posting here: Rolling Up Activities to Parent Accounts and PowerOneView in Dynamics CRM 2011 We know that Microsoft Dynamics CRM allows us...
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CRM Documentation Strategy
Convergence begins this weekend and we would like to take this opportunity to help you find the information you need for Microsoft Dynamics CRM. Amy Lanfear and Amy Langlois will be offering an...
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Post Incident Report | EMEA | Some organizations were inaccessible on March 7th
SummaryOn March 7th, 2013 an issue in one of Microsoft's datacenters caused some CRM Online organizations hosted in the European datacenters to be inaccessible. The problem affected <10% of...
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How to switch between classic and new process flow forms in CRM Polaris
Polaris introduced new UI forms in CRM2011. These new forms come with “Process Flow” and classic form views. They look great but they have some functional limitations. For example. You can switch from...
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The Only Surface Pro Review You Need If You Run Outlook
A little over two weeks ago I bought a Surface Pro, while at the MVP Summit, from the Bellevue Microsoft Store. For the non-Americans reading, the Microsoft Store is like the Apple Store but with...
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HP to showcase solution demos at Convergence 2013
In the HP booth at Convergence 2013 on March 18-21 in New Orleans, you can experience a variety of horizontal and industry demos. Keep reading to learn more about the solutions that HP will be...
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Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online - Supported and...
Microsoft Dynamics CRM 2011 is a robust application. It is a highly customizable xRM platform which can be used as a non-CRM application. Dynamics CRM 2011 can be customised and extended in many ways:...
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CRM 2011 Automated Deployments – Backup Databases
Another time consuming task of deploying software updates is backing up existing application files, configuration files, databases etc etc which adds to the overall deployment time. These tasks can be...
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Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online - Image (PNG,...
Web resources are a great step forward and were introduced in Microsoft Dynamics CRM version 2011. Web resources are a great way to act as a container. Web resource can store a piece of JScript code,...
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Polaris: What about Extending these new Forms?
Well another new world has opened in the universe of Microsoft Dynamics CRM and a number of long time Dynamics CRM Guru's have questions. To get you started on what can be extended in the new forms...
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A Sample CRM Project Scoping / Initiation Document
Over the years I have found that the biggest challenge in any CRM project is not the technology challenge but the people; the human component is the single most important aspect of a CRM project....
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CRM 2011 – Entity with no notes or activities!
I had a strange request, a user was asking to add the Notes and Activities onto an entity. I never knew you could remove the notes and activities from an entity, so I went over to the entity to find...
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Comparing JavaScript execution time in IE, Chrome and Firefox for CRM Polaris
Last year my team was trying to compare the execution time for REST and Soap (FetchXML and RetrieveMultiple) calls. We did not find any significant difference. Now after rollup 12, CRM supports...
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Sending Emails via On-demand Workflows in Dynamics CRM
For the latest updates to this post please visit the original posting here: Sending Emails via On-demand Workflows in Dynamics CRM It’s important to set up “just enough” notification to users in...
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