• Products and Price Lists in Dynamics CRM 2011

      Paul Nieuwelaar, 13 April 2011

      In my last post on The Product Catalog in Dynamics CRM 2011 I provided an overview of Discount Lists and Unit Groups, and how they are used in Dynamics CRM 2011. In this post I will be completing my overview of the Product Catalog by going over how Products and Price Lists are used in Dynamics CRM 2

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    • Dynamics CRM 2011 Case Management Summary

      Simon Phillips, 12 April 2011

      * Over the past few blog posts I have given you an in-depth look at all elements that case management encapsulate. Here is just a brief summary of what I went over but for more details please refer to the individual blogs. Case management is the center of the customer service module in Microsoft Dyn

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    • Dynamics CRM for Polytechnics & Higher Education Institutions

      Louise Alderton, 11 April 2011

      In my last couple of blog posts I have been discussing the use of Microsoft Dynamics CRM within education organisations and the benefits to be gained from implementing such a system. If you ignore the ‘customer’ part of customer relationship management (CRM) and view it as a system that is capable o

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    • Integrating Microsoft Dynamics CRM and Microsoft Dynamics GP

      Mark Smith, 10 April 2011

      Integration between Microsoft Dynamics CRM and Microsoft Dynamics GP has arrived with release of Connector for Microsoft Dynamics Feature Pack 5 for Microsoft Dynamics GP. This provides an integration between Microsoft Dynamics CRM 4.0 (minimum Update Rollup #5) or Microsoft Dynamics CRM 2011 and Mi

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    • Microsoft Dynamics CRM for Universities

      Louise Alderton, 09 April 2011

      In my last post I introduced how Microsoft Dynamics CRM can be a highly effective tool for education institutions. The xRM platform allows you to replace the ‘C’ in CRM with Student, Staff, Alumni or any other relevant word – to create an efficient system to manage any type of relationship. In this

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    • Relating Cases to Contracts in Dynamics CRM 2011

      Simon Phillips, 08 April 2011

      Service Contracts can be related to cases so that allotment amounts can be tracked against cases. This is both very useful and very powerful, this is because you can now closely track the time you spend on your customers issues, making it easier to correctly invoice them for only the time taken to f

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    • Microsoft Dynamics CRM for Education

      Louise Alderton, 07 April 2011

      For education institutions, deploying a Customer Relationship Management (CRM) system is gaining popularity. I hear you saying – “but education institutions don’t have customers?!” Well true. But with the Microsoft Dynamics CRM xRM Platform the ‘C’ is easily replaced with Student, Staff, Alumni, Par

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    • The Product Catalog in Dynamics CRM 2011

      Paul Nieuwelaar, 06 April 2011

      The Product Catalog is used all the time by Sales teams when creating Quotes, Orders, and Invoices in Dynamics CRM 2011. It can be accessed by going through ‘Settings’, and then ‘Product Catalog’. From here you can create and edit Discount Lists, Unit Groups, Price Lists, and Products. In this

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    • How Cases Relate to Other Record Types in Dynamics CRM 2011

      Simon Phillips, 05 April 2011

      Cases can be related to the record types as shown in the table below. This is a very useful feature as when you relate a record to another you start to create a historical view of the customer and provide your organisation with useful information. For example, you can then use that historical data t

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    • Document Management in Dynamics CRM 2011

      Roshan Mehta, 04 April 2011

                                    There has been a lot of frustration around maintaining a link between records in Dynamics CRM 4.0 and documents relating to

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    • Upgrading Microsoft Dynamics CRM 4.0 0n-Premise to Microsoft Dynamics CRM 2011 Online in New Zealand

      Mark Smith, 03 April 2011

      With the release of the Microsoft Dynamics CRM 2011 Online and the great new features it offers, you might be wondering how you can upgrade if your currently running Microsoft Dynamics CRM 4.0 On-Premise.  You may also have heard that Microsoft Dynamics CRM 2011 requires 64-bit architecture. T

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    • The Uprising of the Dynamics Marketplace

      Louise Alderton, 02 April 2011

      In my last few blog posts I have been reviewing and summarising questions posed to Microsoft Dynamic CRM General Manager, Brad Wilson from a recent interview conducted by Software Advice. So far these questions have covered trends in the CRM software market, price strategy, challenges for partners i

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    • Viewing Cases in Dynamics CRM 2011

      Simon Phillips, 01 April 2011

      There are 2 ways to access and manage Cases in Microsoft Dynamics CRM 2011 these are: from Queues under Workplace and from Cases under Services. Workplace Under the workplace menu Queues offers a view of the cases that have been assigned to you and the cases that have been assigned to the groups you

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    • Customization Changes in Dynamics CRM 2011

      Roshan Mehta, 31 March 2011

      We at Magnetism have already brought you some of the fantastic new customization features available in Dynamics CRM 2011. Today I am going to focus on some of the little things that may go unnoticed when you decide to customize your system. Where is the form assistant? The form assistant was a handy

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    • Inserting a Dynamics CRM 2011 Article into an Outlook Email

      Paul Nieuwelaar, 30 March 2011

      In my last blog post I showed a new feature of Articles in Dynamics CRM 2011, which was showing how to Customize the Article Form. In this blog post I will be showing another feature, emailing an Article directly from within outlook. This is a great feature because it means you don’t need to go into

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