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Microsoft Dynamics Sure Step Methodology - Development Phase
Megha Kainth, 06 June 2011
The fourth phase in Microsoft Dynamics Sure Step Methodology is the Development Phase. The main aim of the Development Phase is to formulate the customizations, workflows, reports, custom portals, Plug-ins that may be required and to confirm by extensive testing that the component functions come tog
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How can I get information out of Dynamics CRM?
Megha Kainth, 27 July 2011
Microsoft Dynamics CRM provides an amazing platform for presenting the information generated via different methodologies. This blog post is an attempt of mine to uncover and highlight the different ways through which information can be retrieved from Microsoft Dynamics CRM 2011. 1. Reports – Report
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How to create Month to Date Invoice Report in Microsoft Dynamics CRM 2011?
Megha Kainth, 11 October 2011
In this blog post, I have elaborated the process and procedure of how to create a Month to Date Invoice Report in Microsoft Dynamics CRM 2011. Dynamics CRM 2011 already has some in-built system reports, however, quite often users customize these reports to make them fit around their unique business
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How to create Aged Debt Report in Dynamics CRM 2011
Megha Kainth, 19 October 2011
In my previous blog post I have elaborated the process and procedure of how to create a month to date invoice report in Dynamics CRM 2011. In this blog post, I will explain more about the reporting features in Dynamics CRM 2011. As we all know the importance of sending an invoice once the work has b
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How to create Lead Source report in Dynamics CRM 2011?
Megha Kainth, 12 November 2011
Each organization wants to increase the number of their leads in order to do grow their business by doing more sales. Organisations are adopting different marketing practices such as advertisements, Trade shows etc. and a handsome amount of money is being spent on marketing campaigns. At the end of
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My tips for MB2-868: Microsoft Dynamics CRM 2011 Applications
Megha Kainth, 18 November 2011
Microsoft Dynamics CRM 2011 Applications exam measures your capability in determining how proficient you are in using the CRM 2011 application. This exam is specially designed for those individuals who wants to use and maintain Microsoft Dynamics CRM certification as a requirement of their jo
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Want to get trained in Microsoft Dynamics CRM 2011?
Megha Kainth, 30 November 2011
In my previous blog post I have given some tips to pass Microsoft Dynamics CRM 2011 Application exam. In this blog post I will share one of my secrets to passing Dynamics CRM 2011 Applications exam. I have attended the training for users provided by Magnetism which helped me clarifiy my concepts of
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How can you capture a lead in Dynamics CRM 2011 from your website
Megha Kainth, 18 December 2011
Leads are really important for all organisations and doing rigorous follow up within an appropriate timeframe is important. Dynamics CRM gives you the ability to track your leads in your inbox in Microsoft Outlook which is a very user friendly mechanism and it saves a lot of time as well. In this bl
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Mail Merge in Microsoft Dynamics CRM 2011
Megha Kainth, 25 December 2011
This blog post provides an overview of the mail merge functionality and processes & procedures associated with it. More detailed information about all these aspects will be highlighted in subsequent blog posts. As an active member of xRM User Group my core responsibility is to send invit
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How to send an e-mail message to multiple recipients from Dynamics CRM 2011
Megha Kainth, 02 January 2012
Dynamics CRM 2011 gives you the ability to send an e-mail message to many recipients. To use this feature of Mail Merge we first need to create a template in MS Word and save it as a XML file. To create a Mail Merge Template in Dynamics CRM 2011, Click on Settings > Click on Templates >
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Merge functionality in Dynamics CRM 2011
Megha Kainth, 24 January 2012
Dynamics CRM 2011 provides the functionality to merge records. This is useful when we have duplicate records that have different information recorded. By using this feature of Dynamics CRM we don’t need to worry about losing important data as we can simply merge two records together. Me
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Add, Edit, Disable Users in Dynamics CRM 2011
Megha Kainth, 11 February 2012
Dynamics CRM 2011 gives us the ability to add a new user, edit user information and deactivate user records. Here, I will explain how to add, edit and disable users in Dynamics CRM 2011. To add users, Click on Settings > Administration > Users. Click on New and Select appropriate
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