• CRM Online vs. On-Premise -The Choice is Yours

      Louise Alderton, 29 March 2011

      In my last few blog posts I have reviewed questions posed to Microsoft Dynamic CRM General Manager, Brad Wilson from a recent interview conducted by Software Advice. These questions covered trends in the CRM software industry, Microsoft’s competitive pricing strategy for Dynamics CRM 2011 and challe

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    • Customizing an Article Form in Dynamics CRM 2011

      Paul Nieuwelaar, 28 March 2011

      In Dynamics CRM 4.0, there was no way of customizing the Article form. The only customization options you had for Articles was Creating Article Templates, which was limited, as it only affected the actual content of the Article. However in Dynamics CRM 2011 you can now fully customize the Article fo

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    • Cancelling or Deleting a Case in Dynamics CRM 2011

      Simon Phillips, 27 March 2011

      Any active case can be cancelled or deleted. You may need to cancel or delete a case where a customer no longer wants to receive help with the issue, or you decide that the case isn’t worth charging the customer for or billing against a contract. There are pros and cons to both cancelling and deleti

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    • Integrating Microsoft Dynamics CRM and Microsoft Dynamics NAV

      Mark Smith, 26 March 2011

      Integration between Microsoft Dynamics CRM and Microsoft Dynamics NAV has arrived with the release of the Connector for Microsoft Dynamics. If you have a customer relationship solution that is based on Microsoft Dynamics CRM, then you can integrate it with Microsoft Dynamics NAV with the Connector f

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    • Opportunities & Challenges for Dynamics CRM Partners in the Cloud Era

      Louise Alderton, 25 March 2011

      In my few blog posts I have reviewed questions posed to Microsoft Dynamic CRM General Manager, Brad Wilson from a recent interview conducted by Software Advice. These questions covered trends in the CRM software industry and Microsoft’s competitive pricing strategy for Dynamics CRM. Now I will move

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    • Business Units and Teams in Dynamics CRM 2011

      Roshan Mehta, 24 March 2011

      Business Units and Teams are not a new feature in Dynamics CRM 2011. They were available in the 4.0 release, but had some limitations to their usability. Microsoft has introduced some changes to Business Units and Teams in Dynamics CRM 2011, which is the main focus of this blog post. Business Units

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    • Searching for Articles in Dynamics CRM 2011

      Paul Nieuwelaar, 23 March 2011

      In my last few blog posts, I’ve been showing various ways of creating and using Articles in Dynamics CRM 2011. In this post, I will be showing how to search for Articles in Dynamics CRM 2011. Microsoft Dynamics CRM 2011 now uses the built in functionality of the ‘Quick Search’ feature to easily fin

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    • Maintaining Cases in Microsoft Dynamics CRM 2011

      Simon Phillips, 22 March 2011

      Maintaining a case can involve adding or editing information to do with the case or it could also include adding service activities you have completed in working on the case. For example, if you were just on the phone to the customer you could record that time spent on the phone to bill the customer

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    • A Closer Look at Queues in Dynamics CRM 2011

      Roshan Mehta, 21 March 2011

      Previously, my colleague Simon Phillips briefly described some of the benefits and features of Queues in Dynamics CRM 2011 (click here to view his post). Dynamics CRM 2011 offers a whole new experience when working with Queues compared to previous versions. Let’s take a look at some of the new featu

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    • Creating and Completing Activities for a Case in Dynamics CRM 2011

      Simon Phillips, 20 March 2011

      When working with cases you are often using up support time that the customer has purchased for the product. Since with most service contracts you offer time for support you will want to track what time you have spent on the customer for the service. If this isn’t part of a service contract you need

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    • What Microsoft Dynamics CRM For Education Has To Offer

      Mark Smith, 19 March 2011

      In this post I will continue my discussion regarding Microsoft Dynamics CRM for Education. I’ll be focusing on the key features and what it has to offer. Microsoft Dynamics CRM for Education is a complete management solution that provides the invaluable capability to attain a 360-degree view of a sc

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    • Getting your Product Certified for Microsoft Dynamics (CFMD)

      Gayan Perera, 18 March 2011

      Recently we went through the process of getting our Dynamics CRM 4 to Xero connector certified for Microsoft Dynamics CRM. It was a smooth process; we’ve gone through quite a few ISV platform tests before so we were familiar with what’s required which made it a painless process. If you’re thinking a

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    • Microsoft Dynamics CRM Delivering Benefits to Polytechnics and Universities

      Mark Smith, 17 March 2011

      As we all know, Microsoft Dynamics CRM has helped in improving efficiency to different sectors, may it be a private or public company, governments or local authorities, non-for-profit or non-governmental organizations. Now, aside from those sectors I’ve discussed, Microsoft with its wide range of so

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    • Magnetism First in NZ Certified for Microsoft Dynamics (CfMD)

      Louise Alderton, 16 March 2011

      After being put through the paces we are proud to announce that our CRM2XERO Connector has now received the stamp of approval, achieving ‘Certified for Microsoft Dynamics’ status. Not only that, we are chuffed to be the first Microsoft Partner in New Zealand to do so. As an Independent Software Ven

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    • How to Insert an Image into your Dynamics CRM Article

      Paul Nieuwelaar, 15 March 2011

      If you’ve been reading some of my previous blog posts on Creating Articles in Dynamics CRM 2011, then you should know how to create some quality Articles in Dynamics CRM 2011. You can create informative articles that customers will be able to follow, however often you want to add an image into your

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