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
Read the full article hereMicrosoft 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
Read the full article hereIn 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
Read the full article hereIn 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
Read the full article hereEach 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
Read the full article hereMicrosoft 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
Read the full article hereIn 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
Read the full article hereLeads 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
Read the full article hereThis 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
Read the full article hereDynamics 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 >
Read the full article hereDynamics 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
Read the full article hereDynamics 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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