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CRM – CRM for Dummies – Free eBook Compliments of Microsoft

I Noticed today a free distributed CRM for Dummies eBook available for you to download and read. So I thought I would give this a plug on my blog. Blurb from the book: About This Book In this book, you...

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NEW DIRECTIONS IN CRM – A DISCUSSION WITH MICROSOFT EXPERT BOB STUTZ

Remember this old adage? If a customer has a good experience they’ll tell one person. If they have a bad experience, they’ll tell 10 . Thanks to social media, that’s changed. Now if they have a bad...

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Governmental Agencies as CRM Users: Citizen Relationship Management

Last time, we talked about schools turning to CRM software to manage recruitment, communication, and retention. Similarly, governmental agencies of all sizes are turning to CRM software to increase...

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The ABCs of CRM: What You Should Know About Activity Based Costing

“The value of an idea lies in the using of it.” Thomas A. Edison I love this quote.  Ideas abound, especially in this day and age with the speed of technology change, new communication mechanisms, etc....

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2 Keys to Optimizing CRM for Your Organization

When implementing a new CRM system, the same questions always seem to arise. First and foremost clients want to know: “What type of staffing resources do I need to manage my new system?”  That question...

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Watch Dynamics Convergence 2013 session recordings for free

If you didn’t attend Convergence 2013, you can still watch the recording of the keynotes and breakout sessions by registering for the Virtual Convergence. Best part is that it is completely free! You...

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It’s a Brave New World – The Art of Collaboration

Collaboration. It’s the new way of working, the latest buzzword in software and the key to improved productivity and efficiency. With the right collaboration tools, your company can experience...

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[Error]Cross-domain en CRM 2011

Hace unos días he tenido un problema con unos recursos web del CRM. Para ser sincero, he tenido problemas con los recursos de Silverlight. He leído por ahí, que no soy ni seré el único. Bueno el error...

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D/FW CRMUG Meeting is Tonight

Join us for the next meeting of the CRMUG Texas (Dallas) Regional Chapter at the headquarters of the Young Presidents' Organization in Irving on Thursday, April 18th from 6 to 9 pm. This is a prime...

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Microsoft Dynamics CRM Accelerates Social Capabilities

It is great to see that the Dynamics CRM Team is moving int the right direction when it comes to Social CRM. https://community.dynamics.com/crm/b/crmconnection/archive/2013/03/19/netbreeze.aspx...(read...

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Using Power View in Excel 2013 to Analyze CRM Data

Now that Power View is built into Excel 2013, business users can easily perform advanced analytics of their real time CRM data in either an online or on-premise deployment. You can use the Export to...

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How to Configure Password Never Expired in Office 365

1. Open Windows PowerShell 2.0 2. At the prompt, type $cred = Get-Credential . The user is prompted to enter their administrative credentials. 3. Create a Remote PowerShell object. To do this, type the...

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Assign Owner and Route to Queue Using a Dynamics CRM Custom Workflow

For the latest updates to this post please visit the original posting here: Assign Owner and Route to Queue Using a Dynamics CRM Custom Workflow Greetings CRM’ers! Today we’re going to expand on a...

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CRM SDK Nugget: Entity.FormattedValues Property

When working with the Dynamics CRM SDK, I think we may all overlook a very handy property that can save us a lot of time:Tthe FormattedValues property . It contains values formatted in the...

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Code Review: Refactored Handling of Plug-in Pre-Image Attribute Values

During a recent Dynamics CRM 2011 code review engagement, I noticed a pattern being implemented repeatedly throughout the customer's plug-in library. This library was in desperate need of a refactor in...

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Automatically follow records matching a condition in Microsoft Dynamics CRM 2011

As mentioned on my October column regarding Social CRM and the importance of utilizing the Microsoft Dynamics CRM Activity Feeds (...

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Microsoft Dynamics CRM and Eventbrite.com for Event Management

If you use Eventbrite.com for scheduling and organizing your firm’s events. And you have or are thinking of using Microsoft Dynamics CRM to manage your customer relationships then you need to look at...

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Awareness | EMEA | Undersea Fiber Cut; potential performance degradation for...

We are monitoring a situation affecting internet traffic into Ireland from the United Kingdom that might affect European customers' experience using CRM online.  Two undersea cables have reportedly...

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Utilizing “Follow” to synchronize Microsoft Dynamics CRM contacts to...

One of the things that comes up often is the need to take a contact from Microsoft Dynamics CRM (owned by a different user) and synchronize it to Microsoft Outlook. By default, Microsoft Dynamics CRM...

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3 Key Tips for Improving “New Lead” Tracking Processes in Microsoft Dynamics CRM

“The superior man is modest in his speech, but excels in his actions.” – Confucius   Microsoft Dynamics CRM can help any sales organization improve results by better managing their sales funnel. I’m...

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