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What are the best ways to keep track of all your sales opportunities?
Rachel Pizzino, 20 August 2010
Most businesses have a unique way of keeping track of accounts. Some businesses may have a paper-based filing system, while others may use Access databases and Excel Spread sheets and some may have a Customer Relationship Management System. Although the business process is different for each of thes
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What are the best ways to keep track of all your sales opportunities?
Rachel Pizzino, 20 August 2010
Most businesses have a unique way of keeping track of accounts. Some businesses may have a paper-based filing system, while others may use Access databases and Excel Spread sheets and some may have a Customer Relationship Management System. Although the business process is different for each of thes
Read the full article here -
Using Custom Extensions to Integrate Bing Maps and Microsoft Dynamics CRM 4.0
Roshan Mehta, 19 August 2010
In my previous post, I showed you a simple way to integrate Bing Maps with Microsoft Dynamics CRM 4.0 using iFrames and address data on a custom Dynamics CRM form. In this post, I will show you how to display a map for an Account record in a custom ASPX page. The idea behind this integration is to o
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Using Quick Campaigns in Dynamics CRM 4.0
Louise Alderton, 18 August 2010
Microsoft Dynamics CRM 4.0 provides two types of campaigns – ‘Marketing Campaigns’ and ‘Quick Campaigns’. These are fantastic tools for marketers (and sales people) to track and manage their campaign efforts. Both types of campaigns use customer lists, create activities (the interactions with the cu
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Using Quick Campaigns in Dynamics CRM 4.0
Louise Alderton, 18 August 2010
Microsoft Dynamics CRM 4.0 provides two types of campaigns – ‘Marketing Campaigns’ and ‘Quick Campaigns’. These are fantastic tools for marketers (and sales people) to track and manage their campaign efforts. Both types of campaigns use customer lists, create activities (the interactions with the cu
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Dynamics CRM 4.0 Workflows calling itself (Recursive)
Simon Phillips, 17 August 2010
Just the other day while helping a colleague, I discovered something very cool you can do with workflows that I didn’t know was possible. A child workflow can call itself (Can set the workflow to start again) and place itself into a loop - an infinite loop if you are not careful. Knowing this you ca
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Dynamics CRM 4.0 Prototyping with Expressions Blend 4 – Sketchflow
Paul Nieuwelaar, 16 August 2010
Often in Microsoft Dynamics CRM when you are customizing an entity for someone, usually the only information you have to go off is someone else trying to explain to you what they want, and how it should be, or some loose sketches on paper of what the entity should look like. Most of the time you wil
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Microsoft Sure Step 2010 Exam Preparation – MB5-858
David Sutton, 15 August 2010
Sure Step is a program that is designed to provide Microsoft Partners with tools to provide a better, smoother implementation when dealing with Customers. It breaks the implementation process into several phases which contain Activities, Tasks and Sub-tasks. Although the program itself is very simp
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Building Custom Screens On Top of Dynamics CRM
Gayan Perera, 14 August 2010
When building xRM applications on top of Dynamics CRM, the existing create, edit forms are sometimes just too many clicks away or would be a step back from the existing software you’re trying to replace. The solution is to build a streamlined screen to suit the business requirements. Here’s a real w
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How does Dynamics CRM 4.0 assist your Sales Teams process of prospecting new clients?
Rachel Pizzino, 13 August 2010
Most businesses want and need to enhance their client lists to stay competitive in their industry. How do they go about doing that? I am sure every business has a unique way of prospecting for new clients, but are they all proven successes? In this post, I will address the Microsoft Dynamics CRM bes
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Automated Proposal Generation with Microsoft Dynamics CRM 4.0
Megan Walsh, 12 August 2010
The first full time job I had was as a receptionist for a recruitment agency in Sydney, Australia. One of the most important lessons I took away from that job is that ‘we are all in sales’. Sales drives success in any business and recently we have been approached by several organisations who are loo
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How to add both Text and Data fields in a Textbox or Table Cell in Microsoft Dynamics CRM 4.0
Simon Phillips, 11 August 2010
With SQL reporting, it isn’t always sufficient to be able to just place data fields on to the report. Sometimes, you need to add what is being displayed on the report; you may want to display that data inside of a sentence or part of another word. I came across the need for this when creating a repo
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Changing Field Focus in Dynamics CRM 4.0 to Clean up the Invoice Product
Paul Nieuwelaar, 10 August 2010
In this blog post I will mainly be using two different pieces of JavaScript on the Invoice Product, to make the form more user friendly. The first piece of code is to change the field focus, and the second is to prefill the ‘Unit’ field, which I will be using from Nathan Eccles blog, called Populati
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A New Take on the Masthead in Dynamics CRM 4.0
David Sutton, 09 August 2010
Before I even start I want to warn you that this is an unsupported customisation in CRM and that if you do this wrong other things in CRM may break. Anyway, one of our clients came to us wanting a masthead put up on their CRM as they had come up with a design themselves. This was fine as I had done
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Dynamics CRM Barcode Scanner Integration - Attempt 2
Vitalii Symon, 08 August 2010
To recap on my last blog post, I was assigned a task to connect a Barcode Scanner to Dynamics CRM. One of our customers required this integration to check, monitor and manage attendance levels for events. My previous post was my first attempt at this integration, offering a solution for using barcod
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