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When Building a Sales Process, a House, or a Cupcake…Have a Plan
Developing a CRM solution for your business is a lot like building a house. You can jump in and start slapping up walls, pipes and wires, and then cross your fingers and hope everything comes out the...
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Dynamic Businesses Engage Customers and Adapt
Microsoft Dynamics Convergence conference in New Orleans drew in more than 11,000 customers and partners to a meeting of the minds and exchange of ideas that will shape the future of many organizations...
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4 Wonderful Things About Convergence 2013
It has been nearly a decade since I attended a Convergence conference, which is Microsoft’s annual get together of users, experts and partners. When I first attended there were hundreds of...
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SnapShot! 1.6 for Dynamics CRM Released
I've made a few enhancements to SnapShot! over the past week or so: 1. I've added an optional Pack and Go feature that will compress the generated report files into a .ZIP file for easy transport or...
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How Many Companies Use Microsoft Dynamics CRM?
A question that many people ask when evaluating Microsoft Dynamics CRM is, “How many companies are using Microsoft Dynamics?” Here is the official count from Convergence 2013. Microsoft Dynamics® CRM...
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Dynamics Convergence 2013 Wrap Up & The CRM Community
Hey all – We had another fantastic turn out at Convergence this year and our PFE team always appreciates the connections and putting faces to names. This year as Shawn Dieken, Brandon Kelly, Chip...
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How to Fix a CRM Workflow Stuck in “In Progress” State
For the latest updates to this post please visit the original posting here: How to Fix a CRM Workflow Stuck in “In Progress” State As you learn about Workflows in Microsoft Dynamics CRM , you may...
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How to Stop Automatic CRM to Outlook Syncing for Contacts
For the latest updates to this post please visit the original posting here: How to Stop Automatic CRM to Outlook Syncing for Contacts The Outlook Client for Microsoft Dynamics CRM keeps your users’...
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Disponible Rollup 13 para Microsoft Dynamics CRM 2011
Hace escasamente 3 horas Microsoft ha liberado el nuevo Rollup 13. Puede ser descargado aquí En cuanto a la versión para CRM Online habrá que esperar a la actualización que se efectuará el 9 de Abril....
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Web2CRM Internet Lead Capture – Another 5.0 Review
The Web2CRM advanced Internet Lead Capture has received another 5.0 review on the Microsoft PinPoint Community site. Web2CRM is available to companies that want to push form submission data directly...
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Update Rollup 13 for Microsoft Dynamics CRM 2011 is available for on-premises...
Se ha publicado el Update Rollup 13 para Dynamics CRM 2011. Puedes descargarlo desde http:/www.microsoft.com/en-us/download/details.aspx?id=37133...
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Book review – Microsoft Dynamics CRM 2011 Application Design
I was given a free copy of the Microsoft Dynamics CRM 2011 Application Design book by Mahender Pal who is one of the splendid CRM MVP’s that contribute a great deal to the CRM community. CRM books are...
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What Does Your Sales Team Know?
The phone call started like this— Caller: “Hi Ken, I’m <her name is redacted to protect the innocent> and I’m your new account executive. Do you have a minute? I want to share with you all the...
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Vídeo: Exportar e importar datos en CRM 2011 utilizando Excel
Microsoft Dynamics CRM 2011 permite exportar a Excel información de forma muy sencilla. Además modificando este mismo fichero Excel podemos volcar esos cambios de nuevo a CRM en breves minutos. Una...
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Successful Downgrade of a Dynamics CRM 2011 Database from SQL 2012 to SQL...
DISCLAIMER: I do not take any responsibility for any damage done by using this process. I do not think it would be considered "supported" by Microsoft either. This post is for education use only. My...
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Resolved | Some Americas organizations were inaccessible
We have resolved an issue affecting organizations hosted in North America datacenters. A post incident report will be available within 5 business days. If this impacted your organization, we...
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Is Expedite in Your Future?
During Convergence I was able to steal some time to conduct a few quick video chats with some of the Microsoft Dynamics Partners and Customers. One of the chats I had was with Chris Wilson from TCC...
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Convergence 2013 – Through the Customer’s Eyes
I was fortunate to have the opportunity to run into one of my past clients, Jeff Richardson, at Convergence this year. I was the Project Lead for a CRM Online implementation at Jeff’s company, SIAA,...
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User Adoption Starts at Design
The common thinking is that one of the underlying requisites to have user adoption for your CRM system is to get strong, vocal, visible buy-in by the executive team. Now I wouldn’t diminish that...
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Microsoft Dynamics CRM Update Rollup 13
On Tuesday, March 26, 2013, Microsoft released Update Rollup 13 for on-premises and partner-hosted Microsoft Dynamics CRM 2011 customers. Unlike Update Rollup 12, this update does not include any major...
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