• KPIs / Metrics: Building An Effective Sales Team

      Mark Bradman, 25 February 2012

      As you continue on your mission to ramp up your sales through the development and implementation of a Sales System or Methodology, the next component to consider is your KPIs and Metrics. Hopefully you’ve already set your Sales Targets. But don’t tick this component off as having been co

      Read the full article here

    • MS Communities – Managing a User Group Part 1

      Jared Johnson, 24 February 2012

      Each MS Communities user group has its own management page. On this page a group admin can do things such as change the group name and image, manage group members and forums. To access the management page you must be logged and be a group admin. When logged in a “Manage Group” link will

      Read the full article here

    • Create, Rename and Delete Business Units in Dynamics CRM 2011

      Megha Kainth, 23 February 2012

      Microsoft Dynamics CRM gives us the ability to create, rename and delete business units.  I will outline how to do this below: To create a new business unit in CRM: Click on Settings > Administration > New. Select an appropriate name for your newly created business unit, look up for its

      Read the full article here

    • Renaming System Entities in CRM 2011

      Roshan Mehta, 22 February 2012

      When looking for a system to implement within your business, it is important to consider the impact on how your business will run if you are forced to use the terminology that exists in the software. For example, you might be used to referring to people as “Individuals”, but the software

      Read the full article here

    • Service Scheduling Customer Preferences Dynamics CRM 2011

      Paul Nieuwelaar, 21 February 2012

      In one of my previous Service Scheduling posts on Scheduling Service Activities, I mentioned briefly about using Customer Preferences when scheduling a service activity using the scheduling engine. In this post I will be going into more detail around setting up the Service Preferences on a Customer,

      Read the full article here

    • Dashboard and Chart in Dynamics CRM 2011 – Part 1

      Vincent Zhong, 20 February 2012

      Recently I was given a task to assist a client with Dashboard and Chart issues, and provided a quick demo. I have learnt that the best way to learn is to teach! After my preparation and demo, I have great insight on how flexible and powerful Charts and Dashboards are, and how they can help a busines

      Read the full article here

    • Dynamics CRM 2011 –Sprints

      Jaime Smith, 19 February 2012

      I am currently over seeing a project that has been broken down into a number of stages of development – the current stage has required us to adopt an agile methodology and we have created a number of defined sprints.  It is always a delicate process when trying to review the requirements

      Read the full article here

    • Windows Metro - What is it?

      Marc Whitlow, 18 February 2012

      What is Windows Metro? Metro is an internal code name for a typography based design language created by Microsoft. This originated for use on the Windows Phone 7 but has quickly moved to other windows platforms and applications. In the metro styled design, text is used as the primary means of naviga

      Read the full article here

    • Core Values: Building An Effective Sales Team

      Mark Bradman, 17 February 2012

      So you want to ramp up your Sales in 2012 and you’ve agreed that developing a Sales Methodology that fits best with your products and services is the birthday present your team has been waiting for. You’ve researched your top performers as to what processes have served them best till no

      Read the full article here

    • Dynamics CRM 2011 – Closing all Related Activities for a Record

      Roshan Mehta, 16 February 2012

      The Case Management functionality in Dynamics CRM 2011 requires the need to close all related Activities for a Case before it can be resolved. To make this process easier, we decided to add a custom button to each Activity form ribbon so that when clicked, all other related open Activities would aut

      Read the full article here

    • Making Opportunity Close Data Available in a CRM 2011 View

      Roshan Mehta, 15 February 2012

      In my previous post, we saw one issue when closing Opportunities in Dynamics CRM 2011. To recap, sales representatives can enter information about the closure of a deal to see how a particular Opportunity was won or lost. The Opportunity Close activity in CRM 2011 does not provide the ability to mak

      Read the full article here

    • Scheduling Work Hours and Business Closure Dynamics CRM 2011

      Paul Nieuwelaar, 14 February 2012

      In some of my previous posts I’ve looked at the benefits of Service Scheduling in Dynamics CRM 2011, including how to set up your service selection rules, and scheduling Service Activities. In this post I will be showing you how to configure your Working Hours for each User and Resource in your busi

      Read the full article here

    • Passing information into Silverlight/Webpage in Dynamics CRM 2011

      Vincent Zhong, 13 February 2012

      Silverlight is a powerful development tool for creating engaging, interactive user experiences for Web and mobile applications. In Dynamics CRM 2011, you can create a Silverlight Web Resource, and then put it in a HTML web Resource. If you are going to open the Silverlight page from left navigation,

      Read the full article here

    • HTML5 Drag and Drop

      Marc Whitlow, 12 February 2012

      With the introduction of HTML5 drag and drop has never been this easy. HTML5 includes a Drag and Drop API which brings about native support for most browsers making coding a breeze.   When creating a drag and drop application in your website you need the following:  - An item which is g

      Read the full article here

    • 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

      Read the full article here

Filter by Category

Filter by Author