• Speeding up the Dynamics CRM Upgrade Process

      Roshan Mehta, 28 April 2011

      *        ** Upgrading your Dynamics CRM 4.0 implementation to Dynamics CRM 2011 requires a lot of planning, especially when your organization relies on heavy customizations, configurations, and extensions. It can be an overwhelming task for someone to go throu

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    • Creating Price Lists in Dynamics CRM 2011

      Paul Nieuwelaar, 27 April 2011

      In my blog post introducing the Product Catalog in Dynamics CRM 2011, I briefly mentioned how Price Lists are used within the Product Catalog. In this post I will be showing how you can quickly and easily start creating Price Lists within your Dynamics CRM 2011 Product Catalog. Before you create you

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    • Introduction to Contract Management in Dynamics CRM 2011

      Simon Phillips, 26 April 2011

       * In my previous blog posts, you learnt all about cases in Dynamics CRM 2011, which capture the customers’ requests and product information used by customer service teams to address support issues. Most of the service requests your company receives are not likely to be resolved by referencing

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    • Microsoft Dynamics CRM for Healthcare Organisations

      Louise Alderton, 25 April 2011

      Of course the number one priority for healthcare organisations is delivering the highest quality of care and service, but reducing costs and maintaining efficiency is also a vital component. Healthcare organisations and providers face numerous challenges some of which include - accuracy and sensitiv

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    • Connector for Microsoft Dynamics CRM and Microsoft Dynamics AX Integration

      Mark Smith, 24 April 2011

      Microsoft has recently released the Feature Pack 5 of Connector for Microsoft Dynamics that makes integration between Microsoft Dynamics CRM and Microsoft Dynamics AX possible. It provides an integration between Microsoft Dynamics CRM 4.0 (minimum Update Rollup #5) or Microsoft Dynamics CRM 2011 and

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    • Microsoft Dynamics CRM for Regional Councils

      Louise Alderton, 23 April 2011

      Regional Councils and Government organisations are constantly in the public eye and face high expectations. While you want to improve your delivery of service and engagement with people there is also the challenge to be more efficient and accountable. Today, Regional Councils face several challenges

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    • Using Unit Groups in Dynamics CRM 2011

      Paul Nieuwelaar, 22 April 2011

      In my Overview of the Product Catalog I gave a short description of how Units and Unit Groups are used in Dynamics CRM 2011. In this post I will be going more into detail, showing how they apply to your Product Catalog, and how you can get started in created Unit Groups. If you are new to the Produc

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    • Data Transfer from BCM to Dynamics CRM 2011 Online

      Roshan Mehta, 21 April 2011

      *       ** I recently had the opportunity to create a data migration tool which transfers data from Business Contact Manager 2007 to Dynamics CRM 2011 Online. Business Contact Manager 2007 is an add-on for Microsoft Office Outlook 2007 and is a system which allows

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    • Using Discount Lists in Dynamics CRM 2011

      Paul Nieuwelaar, 20 April 2011

      In one of my last posts on the Product Catalog, I gave a brief Overview of Discount Lists in Dynamics CRM 2011. In this post I will be showing in depth how Discount Lists are used within the Product Catalog, and how you can quickly and easily start creating Discount Lists in Dynamics CRM 2011. You c

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    • Upgrading from CRM 4.0 to CRM 2011

      Simon Phillips, 19 April 2011

      With the release of Dynamics CRM 2011, a lot of customers will want to upgrade their current Dynamics CRM 4.0 systems to Dynamics CRM 2011. In this post I will be providing a beginning to end process that you will need to follow to perform an upgrade. Backing up your existing database and restoring

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    • Overview of Sure Step Methodology

      Megha Kainth, 18 April 2011

      Sure Step Methodology is an application designed and developed by Microsoft to support the people who are related and linked with projects in Microsoft Dynamics. This post is an effort of mine to familiarize you all with the functionalities and characteristics of Sure Step Methodology.   Sure S

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    • Microsoft Dynamics CRM 4.0 Upgrade Paths to Microsoft Dynamics CRM 2011

      Mark Smith, 17 April 2011

      On my previous post, I talked about how to Upgrade Microsoft Dynamics CRM 4.0 On-Premise to Microsoft Dynamics CRM 2011 Online. Let me discuss to you other upgrade scenarios that might be applicable to you. As I've discussed before, Microsoft Dynamics CRM 2011 requires a 64-bit architecture. And we

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    • Microsoft Dynamics CRM for Church Management

      Louise Alderton, 16 April 2011

      A Customer Relationship Management (CRM) system might seem inappropriate for a not-for-profit or church organisation – one with members rather than customers. But with the xRM framework it is possible to strip out the business lingo and build a membership management solution that is specific to the

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    • Issues Upgrading from Dynamics CRM 4.0 to 2011

      Simon Phillips, 15 April 2011

      Recently I was asked to upgrade a CRM 4.0 online to CRM 2011 on-premise. During my first ever upgrade I came across a few issues that I thought I would share with you all. After I finally got the database from the hosting provider I started from the very beginning where you have to restore the datab

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    • Configuring Dynamics CRM 2011 for Document Management

      Roshan Mehta, 14 April 2011

      In my previous post, I gave you a quick overview of the new Document Management feature available in Dynamics CRM 2011. Today, I will take you through the simple process of configuring your CRM 2011 instance to integrate with SharePoint 2010. Configuring an Entity for Document Management Firstly, it

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